Contracts records agreements with customers — their value, risk rating, and start and end dates.
What you can do
- Register a customer contract and look it up later. See Customer Contracts.
Access and permissions
You need a signed-in OCTO Ops account with a verified email address, an active membership in the selected organization, and the Contracts module enabled for that organization.
Contracts is not governed by permission groups. Any member of an organization with the Contracts module enabled can open and use every working Contracts screen. There is no separate View, Create, Edit, or Delete permission for Contracts, and no distinction between your own records and everyone else's.
Current limitations
- Vendor Contracts appears in the navigation but has no screens behind it in this version — selecting it opens a page-not-found error. See Vendor Contracts.
- A customer contract cannot currently be edited or deleted from the application — it can only be created and viewed.