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 firstname.lastname@example.org
|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.|