User Roles work collectively so that you can customise the access for an individual user. If a user has both a Business User and Author role, they will have the collective permissions of both roles. Below we've provided a guide for what user roles are typically assigned by customer job titles.
Some User Roles are only available to our Enterprise tier customers, such as Author.
|User Role||Permission Summary||Typical Job Titles|
|Business User||Ability to submit contracts, remediate contracts, and mark contracts as signed.|
All user's must have at least a Business User role.
|Sales Manager, Account Executive, Procurement Officer, etc.|
|Legal Administrator||Ability to manage the account.||Legal Operations Manager, Finance Director, Sales Operations Manager, VP Sales, etc.|
|Legal Adviser||Adds an additional ability to train customised playbooks.||Lawyers, General Counsel, Contract Managers, Paralegals, etc.|
|Author||Ability to create custom playbooks, new properties, manage contract templates and train the platform.||Lawyers, Paralegals, etc.|
|Billing Administrator||Ability to manage billing for the account.|
|Legal Operations Manager, Finance Director, Sales Operations Manager, VP Sales, etc.|