Legal & Procurement
Manage legal contacts, service agreements, procurement contacts, and procurement documents from the Admin Panel Legal section.
The Legal section in the Admin Panel holds your organization's legal and procurement records. HQ Admin users maintain points of contact and download agreements or procurement documents from one place.
Open Admin Panel and use the Legal section in the sidebar. Division Admin users do not see Legal or Procurement.
Legal and Procurement are available based on your package capabilities. They are typically included on SME and Enterprise plans, and are HQ Admin surfaces.
Legal & Compliance
Open Admin Panel > Legal > Legal & Compliance to manage legal points of contact and service agreements.
Legal Contacts
Review and update the people listed as legal points of contact for your organization. Keep names, roles, and contact details current so PetroBench and your team reach the right person for contract or compliance questions.
Service Agreements
The Service Agreements table lists active agreements tied to your organization. Each row shows the agreement name, effective dates, and status.
To download a copy:
- Find the agreement in the table
- Click Download on the row
If an agreement is missing or out of date, contact your PetroBench account manager. Admins can view and download agreements here but cannot upload new contract documents.
Procurement
Open Admin Panel > Legal > Procurement to manage procurement contacts and related documents.
Procurement Contacts
Maintain the people responsible for purchase orders, vendor onboarding, and procurement approvals. Update contact details when roles change so billing and procurement workflows stay aligned.
Procurement Documents
Review procurement-related files shared with your organization. Use Download on any row to save a local copy.