Work as a team on a contract: add your collaborators to participate, review clauses, or stay informed about activities related to the contract.
Add a participant to a contract
Prerequisite: in order to add a collaborator as a contract participant, they must be members of your organization on Tomorro.
If not, please reach out to your account administrator.
To add a participant to the contract:
Open a contract
Click on the "Participants" icon
Click on + Add a participant
A list of all members will appear
Select the member of your choice
You can add as many participants as needed.
Good to know
Participants added to the contract will be notified that they have been added to the contract and of contract activities.
They will have access to all contract features. Their ability to modify the document depends on the document editing rights set on the contract (Can comment, Can suggest or Can edit directly). Administrators and managers always have the right to edit the document directly.
They will receive reminders about the contract.
Only the organization's administrators and the creator/internal contact of the contract can add participants to the contract.
To get a participant's email address, hover over their row: a copy icon appears on the right. It copies the full address, even when it is truncated on screen, and turns into a check mark once copied.
📌 The Oro agent can do this for you: ask it in the chat to add or remove an internal participant. The action is done directly, without a confirmation card: be precise in your request. See all the agent's actions in the article Delegate actions to the Oro agent.
Automatically add participants when commenting
From now on, when you mention a colleague from your organization in a comment who is not yet part of the contract, you'll have the option to add them directly as a participant.
Visually, participants are marked with a checkmark, while other members are not.
Delete a participant from a contract
Go to the "Participants" tab.
Click on the "..." to the right of the participant you want to remove.
Click on "Remove from contract".
Only administrators or contract participants can remove others.
Some participants cannot be removed: the signatory and the contract supervisor do not have the Remove from contract option in their menu.