Contracts - Is there any custom role for contracts creation instead of adding resource role — Cloud Customer Connect
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Contracts - Is there any custom role for contracts creation instead of adding resource role

edited Aug 22, 2025 1:33PM in Enterprise Contracts 4 comments

Summary:

If we want to create new contacts then we need to add the recourse role for that person else we get this error You can't create contract because you aren't defined as resource ( OKC-196156 )

The feasibility of assigning a user to 2 different resource roles this functionality is not available.

Is there any option to create a new custom role for Contact administrator instead of adding the details in Resource role. or without adding resource can we create contract

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