Managing/Editing Team and User Roles

Gaby Estrada
Gaby Estrada
  • Updated

How to Add or Modify Team Members

  • Click your User avatar from the Dashboard to access Settings.
  • Click Invite New Member and select their Role.
  • To update a User's role, click the 3 dots to the right of a User and re-assign their role.


If you don't have permission, please reach out to

User Roles

Role Description
Business User Can view and edit contracts they've uploaded or to which they have been given access.
Legal User Can also create and edit playbooks that they've created or to which they have been given access.
DocJuris Administrator Can view and edit any contract or playbook. Additionally, they can modify and add users and designate roles.
IT Administrator Can set up Single Sign-On and configure API keys.


Video Overview

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