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Adding and Managing Users

User Roles & Permissions

Before adding or managing users, review the available roles and their corresponding permissions:

Role Description
Business User

Can view and edit contracts they’ve uploaded or been granted access to.
Legal User

In addition to Business User permissions, can create and edit assigned playbooks.
DocJuris Administrator

Full access to all contracts and playbooks. Can also manage users and roles.
IT Administrator

Can only configure Single Sign-On and manage API integrations.

 

Adding New Users

There are two ways to add users to the DocJuris platform:

  1. DocJuris Administrator — A designated administrator on your team can manually add and manage users by following the steps outlined below.

  2. SSO/Directory Sync — If your IT team has configured SSO or directory sync, new users can be automatically provisioned. When a user enters their email at https://app.docjuris.com, they’ll be granted access and assigned a user role through just-in-time provisioning.

 

Adding New Users via DocJuris Admin


Adding New Users via Single Sign-On (SSO)

If your organization uses SSO to access DocJuris, new users can be added automatically through just-in-time provisioning. To get them started:

    1. Go to https://app.docjuris.com

    2. Enter your work email address

    3. You’ll be redirected to your company’s SSO login portal to verify your credentials

    4. Once verified, you’ll be taken directly to the DocJuris Dashboard

No manual setup is required—access is granted automatically based on your organization’s SSO configuration.

 

Managing Users & Role Permissions

DocJuris Administrators can manage users and assign roles directly in the application only if SSO is enabled without Directory Sync.

If both SSO and Directory Sync are enabled, user management is handled through your organization’s IT Team and identity provider, and changes must be made there.