---

Manage Users

You can manage the users from your organization who have access to ContractsAI here. You can manually add users or search through existing users who have access.

Adding New Users Manually

Please note: We highly recommend you setup respective User Departments and Department level access permissions before adding new users

1. Click Add New Users to open the Add Users form.
2. For each row, fill:
   • First Name *
   • Last Name *
   • Email *
   • Role * (dropdown — Select role; lists active roles)
   • Department (optional — No department or a department)

Pro Tip: We recommend setting up departments before adding users

3. Use Add Another to add more rows before submitting.
4. Click Register. Successful registration notifies users to check email for login details

Viewing Existing Users

On the Manage Users tab, you can also see the list of existing users who have access to the platform. You can search for existing users here using their first name, last name, or email address.

Change Password for an Existing User

1. Click on the Change Password icon
2. Enter a new password and confirm the password

Password complexity requirements apply

3. Click on the "Change Password" button. The user will be notified of their new password.

Deactivating an Existing User

1. Click on the Deactivate User icon
2. Confirm the deactivation

Deactivated users can no longer signin into the ContractsAI platform.

Syncing Directory from Google or Microsoft (SCIM)

Admins can setup SCIM sync from their Google or Microsoft accounts using the setup instructions here

---

Manage Departments

Admins can create and manage departments, and assign users to departments here.

Create Departments

• Click on the "+ Add department" button to create a New department
• Enter Name and Description, then click Save.

Manage Departments

Admins can manage existing departments here.

Updating Existing Departments

• Click on Edit department to update the name or description of the department
• Click on Save to save or Cancel to undo the changes

Deleting Existing Departments

Note: Deleting a department action can't be undone.

• Click on the Delete Department icon
• Click on Delete button on the confirmation dialog to confirm or Cancel to undo

Users in deleted departments are unassigned. Any department based access rules for the deleted departments will also be deleted.

Managing Users Assigned to a Department

Click on the Manage Users button

• Manage users / Hide users button expands and collapses a panel listing the users in that department
• Click on the Remove button to remove a user from the department
• Click on the Add user to department… dropdown to add a user to the department
• Click on the Download button to download a CSV file with the list of departments (Name, Description, Users count).

Bulk Assign Departments via CSV Upload

Admins can bulk update the departments and user assignments using a CSV file upload.

1. Download template to download a CSV file with users and one column per department name. (Disabled if there are no departments or no users.)
2. Update template as needed

1, yes, true as “assign this department.” Each user row assigns one department from the marked column (last match wins if multiple columns marked—per implementation).

3. Upload CSV to apply assignments

---

Manage Roles & Permissions

Admins can manage roles and permissions of users on the platform at a granular level. More information is available here.