Admin

Set up restrictions as to who can see which contracts using department-based rules, and setup user level exceptions for contract access.

Define typed custom attributes for contracts—text, numbers, dates, yes/no, email, URL, or dropdowns—and use them on contract detail and in views.

Review contract intake errors from the error report CSV, optionally get email alerts, and audit user activity with filters and CSV export.

Rename standard contract field labels for your organization. Overrides apply across the UI and AI chat.

Edit your organization behaviour—manage analysis language, chat retention, contract execution data i'mport settings etc. Changes apply org-wide.

Restrict the data that users have access on the platform using roles and permissions

Register OAuth applications so corporate or third-party apps can access Contracts AI APIs on behalf of your users, using a Client ID and allowed redirect URLs.

Edit your organization’s profile—name, domain, aliases, headcount, industry, and address,. Changes apply org-wide.

Turn organization-wide add-in sign-in on or off for the Word Add-in and other plugins from Admin Settings → Integrations.

Use Organization tab stat cards and the analytics sidebar for trends, growth, and breakdowns.

Re-run extraction on contracts to update metadata and clauses. Use reanalyze when the source document has changed or when you want to refresh extracted data.

Upload documents and match them with contracts as support (reconciliation) docs.

Sync corporate directory via SCIM to onboard or offboard users automatically.

Enterprise admins configure SSO (Google, Microsoft, Okta), password sign-in, and optional organization-wide two-factor authentication (2FA). End users complete 2FA setup with an authenticator app or passkey.

Onboard users from your organization to ContractsAI and setup departments and access permissions.

Add users, manage departments, define roles and permissions, and assign roles—manually, in bulk via CSV, or with audit exports.