Manage Contract Tabs and Registers

  • Updated

Use this article to learn how to set up and manage Contract Tabs and Contract Registers within the Contracts Management module. You'll learn how to add, remove, and order tabs, set tab visibility, and enable, disable, and group registers under specific tabs.

Prerequisites

  • Role: System Administrator

  • Permissions: Access to the Contracts Management module settings

Steps to Manage Contract Tabs

Contract tabs allow you to organise key details and registers on a contract record. You can add, remove, rename, reorder tabs, and lock their visibility to specific user groups.

  1. Navigate to the Contracts Management module dashboard, either via the app launcher icon in the menubar or through the navigation tile on your Homepage.

    Advanced Contracts tile.png

  2. Click on the Manage Module tab in the top right to open the module settings.

  3. Click the General tab. Scroll to the Contract Tabs section at the top of the page.

  4. Make your desired changes to the tabs:

    • Add a tab: Hover over the tabs section and click the + symbol that appears on the right. Enter a new name for the tab.

    • Remove a tab: Hover over the tab and click the red - symbol which appears on the right.

    • Change tab order: Enter the first tab you want displayed as tab #1, the second tab as tab #2, etc.

    • Set visibility: Click the dedicated field and select the relevant user group from the dropdown menu. Set it to Everyone for universal access.
      ACM Contract Tabs2.gif

  5. Scroll to the bottom of the page and click the Save button to apply your changes.

Steps to Manage Contract Registers

Contract Registers capture specific information (like KPIs or risks) or enable actions (like custom reminders) against a contract. As a System Administrator, you manage which registers are available system-wide and how they are grouped.

  1. Navigate to the Contracts Management module dashboard (via the app launcher icon or Homepage tile).

  2. Click on the Manage Module tab in the top right.

  3. Click the General tab. Scroll down to find the Contract Registers section.

  4. Make your desired changes to the registers:

    • Enable/Disable: Tick the checkbox under the Enabled column to enable a register, or untick it to disable it. Disabled registers cannot be used for any contract.

    • Group under a tab: Select the relevant tab from the dropdown under the Tab column. The available tabs are those you configured in the previous section.

  5. If you have disabled any registers that were previously assigned to a Contract Type, click Apply updates at the bottom of the list. This ensures the register is disabled at the Contract Type level as well.

  6. Scroll down the page and click the Save button to save your changes.

Results / Validation

After saving, navigate to a Contract record to confirm that the new tabs are displayed in the correct order, that only authorised users can see locked tabs, and that registers are correctly enabled/disabled and grouped under the designated tabs.

What's Next / Related

Limits & Notes

  • Default Tabs: The Summary, Details, and second-party tabs (e.g., Vendor) are always visible by default and cannot be managed using these steps.