The different types of collaborators and what they can do
A Collaborator is a User who is connected to a contract. Collaborators have a side and a role.
What are the possible sides of a collaborator?
The legal parties of a contract are split between a first and second side. The will by default be on the first side.
A collaborator who is on the side of the contract creator is from the first side. Collaborators from the other side are referred to as collaborators from the second side.
What is an example of a side?
The side of a contract type often has a label. For example, the first side of an Assured shorthold tenancy agreement is labelled "Landlord" and the second side is labelled "Tenant".
What are the possible roles of a collaborator?
A collaborator can have the following roles:
- collaborator
- party
- signatory
- witness
- support_sig (supporting signature)
What is the collaborator role?
When a collaborator has the role collaborator, they can make changes to the terms if they are form the first side, and they can invite parties if they are from the second or first side.
Team members
Team members are by default collaborators of all the contracts in that team.
What is the party role?
A Collaborator with the role Party is a legal party of a contract. When a Collaborator is entering their Company as a Party, a new Collaborator will be created for the Company. The new Company Collaborator object will not be associated with the Collaborator's User ID. The Company Collaborator object is not a User either. The Collaborator who created the Company Collaborator can become a signatory of the Company if applicable.
Companies
A Company which is a party of a contract will have signatories who sign on its behalf (e.g. A company Director).
What is the signatory role?
When a Party is not signing on their behalf (e.g. a Company or a Person who has delegated signing responsibilities to a signatory), they can designate a Collaborator as a signatory.
What is a witness?
Certain contracts or Company policies require the signatures of a party or signatory to be witnessed. This means that the witness confirms (by signing themselves) that the party or signatory's signature is theirs.
What is a supporting signature?
Certain People or Company policies require more than one signature for their signature to be valid. A supporting signature can be added to a contract to support the party or signatory.