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 support@docjuris.com
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. |