Contract Owners are the people responsible for a contract. They receive its reminders and notifications, and on a restricted contract they're the only people (with administrators) who can make changes.

Before you start

Only users who can edit the contract can add or remove its owners. If the contract is restricted, only its owners and administrators can. See Record Access – Restricting Individual Records.

Add a contract owner

Open the contract

Go to Contract Management > Contracts and click the contract.

Open the Contract Owners tab

Click Add Contract Owner. The Add New Contract Owner window opens.

Choose the user

In Select Contract Owner, choose one user.

Click Save

The user is listed on the Contract Owners tab. Repeat these steps for each extra owner.

💡 Tip: When you choose a Managed By user while editing the contract, they're added as a Contract Owner automatically. See View and Edit a Contract Record.

Remove a contract owner

Find the owner

On the Contract Owners tab, find the person you want to remove.

Click Delete

Click Delete next to their name, then confirm.

📌 Important: Every contract must have at least one owner. If you try to remove the only owner, you'll see Add another owner before removing this one. To hand a contract over, add the new owner first, then remove the old one.

What happens next

  • Owners get the contract's reminders: in oboloo and by email, 90, 45 and 7 days before the end date, and 30 and 7 days before the notice period date. See Automated Contract Notifications.

  • And its document notifications: 30 and 7 days before a document expires, when documents are uploaded or approved, and when an automated renewal needs attention. See Automate Supplier and Contract Document Renewals.

  • And custom notifications: reminders set on the contract's Custom Notifications tab. See Create Custom Contract Notifications.

  • The creator is an owner from the start: whoever adds a contract becomes its first owner.

  • Removing an owner doesn't change history: their earlier actions and approvals stay on the record, but they stop receiving its notifications.

Troubleshooting

Add Contract Owner or Delete is greyed out

You can't edit this contract, or it's restricted and you're not one of its owners or an administrator.

I can't remove an owner

They're the only owner. Add another owner first.

A colleague isn't getting a contract's reminders

Add them as a Contract Owner. Custom notifications created before they were added won't reach them; create those again.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.