TASKGuide

Control who can access contracts

The Acesso ao SRM (SRM access) permission, set per member, controls who sees the Contracts screen and who can own contracts.

What each level unlocks

LevelWhat the member sees in SRM
Sem acesso (no access)Sees Suppliers and Analytics. Does not see Contracts in the menu, cannot create contracts from the command menu, and does not appear as a Responsável (owner) option.
Usuário (user)Everything from the previous level, plus the Contracts screen, contract search in the command menu, and eligibility as Responsável.
Gerenciador (manager)The same SRM features as Usuário.

The supplier's Contratos section stays visible

Even with Sem acesso, a supplier's page shows that supplier's Contratos (contracts) section. The permission removes the Contracts screen from the menu, creation from the command menu, and search — it does not hide the contracts already linked to the supplier.

Change a member's access

  1. 1

    Open `Settings` → `Members`.

    You need permission to manage team members — see manage members.

  2. 2

    Click `Gerenciar` (Manage) on the member's row.

    The Configurar usuário (Configure user) dialog opens with the per-module permissions.

  3. 3

    Under `Acesso ao SRM`, choose `Sem acesso`, `Usuário`, or `Gerenciador`.

  4. 4

    Click `Salvar alterações` (Save changes).

    result
    The SRM menu reflects the new permission the next time the member loads the module.

If no team member has access, the Responsável (owner) picker in contracts shows Nenhum membro com acesso ao SRM. (no member with SRM access) — grant access to at least one member before creating contracts. If the Spend app does not appear for anyone, the SRM module is not part of the team's plan — see plans and billing.

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