Manage Roles and Permissions

Panel has two tabs.

Tab: Manage Roles

Intro: Create and manage roles and their permissions for your organization.

Create / edit role

• Create New Role opens New Role (or Edit Role when editing).
• Fields:
  • Display Name * (internal name is derived, e.g. Internal Auditor → internal_auditor)
  • Description (optional)
  • Permissions (N selected) — hierarchical checklist by module (e.g. Contracts → groups like Contract Data Viewing, Contract Actions); expand/collapse modules; select individual permissions or use module-level checkboxes where provided.
• Create or Update + Cancel.

Existing Roles

• Existing Roles (N) — one card per active role.
• Row: role name, expand to see description and permission tags; count of permissions when collapsed.
• Actions: Edit role (pencil), Deactivate role (trash) — deactivates the role (confirm).

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Tab: Manage User Assignments

Intro: Assign roles to users and manage existing assignments.

Bulk assign via CSV

• Same pattern as departments: Download the template, put x (or ✓) under the role column for each user, Upload CSV.
• Download template requires at least one active role and at least one org user.

Assign role to user

• User — Select user
• Role — Select role
• Assign — creates/links the assignment.

User role assignments table

• User role assignments (N) with Download all (CSV audit).
• Columns: Name (and email on second line), Department, Role(s) badge, actions:
  • Edit assignment (pencil) — change role via dropdown, Save / Cancel
  • Change password (key) — same password dialog as Manage Users
  • Remove (trash) — remove role assignment (confirm flow in app)

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Permissions

Only admins with access to Admin Settings and these cards can manage users and roles. If a button is missing, your role does not include the required permission. The following is a list of permissions available in the application:

Module Access Permissions

Display Name	Description
Contracts Module	Access to contracts module
Invoices Module	Access to invoices module
Finance/AP Module	Access to finance and accounts payable module
FP&A Module	Access to financial planning and analysis module
Relationships Module	Access to contract relationships module
Admin Panel	Access to admin panel

Contract Data Viewing Permissions

Display Name	Description
View Basic Contract Info	View basic contract information
View Renewal & Termination Terms	View renewal and termination terms
View Financial Terms	View financial terms and payment information
View Legal & Compliance Terms	View legal and compliance clauses
View Operational Terms	View operational terms and requirements
View Data Security Terms	View data security and privacy clauses
View Obligations	View contract obligations
View Risk Analysis	View contract risk assessments
View/Download Source PDF	Access and download source contract documents
Use AI Chat Assistant	Use AI-powered chat assistant
Access Full Contract Text	Access full raw contract text (contract_content) for LLM pipelines, gold standard creation, and comparison. Users without this permission receive structured-field fallback or are denied depending on the feature.

Contract Actions Permissions

Display Name	Description
Create Contracts	Create new contracts
Edit Contract Details	Edit contract information and fields
Delete Contracts	Delete contracts permanently
Archive Contracts	Archive contracts
Re-analyze Contracts	Trigger contract re-analysis
Export/Download Contract Data	Export and download contract data
Compare Contracts	Compare multiple contracts
Compare with Gold Standard	Compare contracts against gold standards
Update Gold Standard	Update gold standard contracts
Manage Gold Standards & Contract Types	Manage gold standard contracts and contract types
Manage Contract Access/Sharing	Control contract access and sharing
Sync to Source System	Push AI-extracted contract data back to the originating source system (e.g. Ironclad)

Invoice & Reconciliation Permissions

Display Name	Description
Create Invoices	Create new invoices
Edit Invoices	Edit invoices and match to contracts
View Reconciliation Status	View invoice reconciliation status
Export/Download Invoice Data	Export and download invoice data

Views & Customization Permissions

Display Name	Description
Add/Edit Custom Fields	Create and manage custom fields
Manage Field Label Customization	Rename standard contract fields to match organization terminology
Create Custom Views	Create custom contract views
Edit Custom Views	Edit custom contract views
Delete Custom Views	Delete custom contract views
Share Views with Others	Share custom views with other users

Analytics Permissions

Display Name	Description
Cross-Company Analytics	Access cross-company analytics

Organization Administration Permissions

Display Name	Description
Update Organization Settings	Update organization information and settings
User Management	Manage users in the organization
Roles & Permissions Management	Manage roles and permissions
Manage Departments	Manage organization departments
View User Activity Logs	View user activity and audit logs
Manage OAuth/SSO	Manage OAuth applications and SSO settings
Manage Authentication Methods	Configure authentication methods for users
View Clause Library	Access to view the clause library
Manage Clause Library	Create and manage clause library entries
Manage Playbooks	Manage contract playbooks
Manage Reconciliation Rules	Manage invoice reconciliation rules
Manage Contract Types	Manage contract types
Manage Contract Tags	Manage contract tags
Bulk Re-analyze All Contracts	Trigger bulk re-analysis of all contracts
View Contract Processing Errors	View contract intake and processing errors
System-Wide Settings	Manage system-wide configuration
Contract Projects (navigation)	Access the Contract Projects area in the sidebar
Manage Contract Projects	Create, edit, and assign users to contract projects (sandboxes)

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