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:

• View/Download Source PDF
• Archive Contracts
• Compare Contracts
• Compare with Gold Standard
• Create Contracts
• Create Invoices
• Create Custom Views
• Cross-Company Analytics
• Delete Contracts
• Delete Custom Views
• Export/Download Contract Data
• Export/Download Invoice Data
• Edit Contract Details
• Edit Invoices
• Manage Contract Types
• Manage Clause Library
• Manage Contract Access/Sharing
• Add/Edit Custom Fields
• Manage Departments
• Manage Field Label Customization
• Manage Gold Standards & Contract Types
• Manage OAuth/SSO
• Manage Playbooks
• Manage Reconciliation Rules
• Roles & Permissions Management
• Manage Contract Tags
• Manage Authentication Methods
• User Management
• Bulk Re-analyze All Contracts
• Re-analyze Contracts
• Share Views with Others
• Sync to Source System
• System-Wide Settings
• Update Gold Standard
• Update Organization Settings
• Edit Custom Views
• Use AI Chat Assistant
• Admin Panel
• Clause Library
• View Basic Contract Info
• View Contract Processing Errors
• View Risk Analysis
• Contracts Module
• View Data Security Terms
• Finance/AP Module
• View Financial Terms
• FP&A Module
• View Reconciliation Status
• Invoices Module
• View Legal & Compliance Terms
• View Operational Terms
• Relationships Module
• View Renewal & Termination Terms
• View User Activity Logs

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