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Contract information

Would you like to update your contract details or manage users? You can do this through contract information in the web version of Ed Controls.

In this article, we explain step by step which contract details you can manage and how to update them.

 

What is contract information?

Contract information allows administrators to manage the details of a contract. This includes:

  • Changing or removing an administrator or manager.
  • Updating company information.
  • Managing users within the contract.
  • Editing other contract details.
  • Managing add-ons and integrations.

Note: Only users with the administrator role have access to contract information.


Log in to the Ed Controls web application. Click your email address in the top-right corner to open the drop-down menu, then select contract Information.

After opening contract Information, you will see the following menu items on the left-hand side:

  • Users
  • Contract information

Users

In the Users menu, you will find an overview of all users linked to the selected contract.

At the top of the page, you can quickly find a user by using the search bar. You can also filter the list by role, making it easy to locate specific users.

Additionally, you can filter by User licence required:

  • Yes – Displays all users who require a paid user licence. Within this selection, you can further filter by the Responsible Manager and Support roles.
  • No – Displays all users with a free role in Ed Controls, such as Responsible, Consulted, Informed, and Reporter.

These filters make it easy to create the overview you need and quickly find the right users.

 

Replace or remove users

You can replace or remove a user through the Users menu.

       1. Click the email address of the user you want to manage.
        2. You will then see an overview of all projects in which this user is active, including           the roles assigned to the user within each project.



               


Replacing a user

Would you like to replace a user?

  1. Select the required projects using the checkboxes.
  2. Click Replace.
  3. Enter the email address of the new user.
  4. Confirm the change.

The new user will then take over the selected roles in the chosen projects.

Removing a user

Removing a user works in the same way:

  1. Select the projects from which you want to remove the user.
  2. Click remove.
  3. Confirm the action.

Note: If you remove a user who has the responsible role within a project, any tickets and audits for which this user is assigned as the responsible person will automatically be set to the Created status.

A Project accountable cannot be removed. Every project must always have one accountable. However, it is possible to replace the accountable.


Contract Information

The Contract Information page allows you to easily manage your contract settings.

General Information

Enter your company's general information here. You can also add new Administrators and Managers to the contract. To remove an Administrator or Manager, simply click the Remove icon.

Application preferences

Here you can enable various add-ons and features. Depending on your licence type, the following options may be available:

  • GPS Map (Expert licence)
  • Reporter role (Pro and Expert licences)
  • Single Sign-On (SSO) (Expert licence)
  • Two-factor authentication (2FA) (all licence types)

More information:

External integrations

You can connect Ed Controls to external systems, such as HomeCTRL and KYP.

More information:

Licence and projects

On the right-hand side, you can see which licence type is assigned to the contract. From this screen, you can also move projects to another contract.

More information:

Company logo

Easily upload your company logo. The logo will automatically be used for all new projects you create. It is also displayed in the bottom-right corner of your PDF reports.