What can I do in the app? Permissions overview

Orgainzation Admins can manage and setup permissions based on user groups and departments. To manage permissions, go to Admin Settings → Security → Roles & Permissions.

Check out the Permissions documentation to see how permissions can be managed for users in ContractsAI

Permissions are grouped into 6 sections, with 54 total permissions.

1) Contracts

Controls access to contracts, contract tabs, contract actions, and custom views.

• view_contracts — Access the Contracts module
• view_contract_details — View basic contract details
• view_renewal_termination_terms — View renewal and termination terms
• view_financial_terms — View financial/payment terms
• view_legal_and_compliance_terms — View legal/compliance terms
• view_operational_terms — View operational terms
• view_data_security — View data security/privacy terms
• view_contract_risks — View contract risk analysis
• access_source_contract — Open/download source contract files
• view_relationships — View contract relationships/graph
• create_contract — Create contracts
• edit_contracts — Edit contract data
• delete_contract — Delete contracts
• archive_contract — Archive contracts
• reanalyze_contract — Re-run analysis for a contract
• download_contract_data — Export contract data
• compare_contracts — Compare contracts
• compare_with_gold_standard — Compare contracts against Gold Standard
• update_gold_standard — Update Gold Standard-linked content
• manage_gold_standards — Manage Gold Standards and contract types
• manage_contract_access — Manage contract sharing/access
• sync_to_source — Sync updates back to source systems
• manage_custom_fields — Create/edit custom fields
• create_views — Create contract views
• update_views — Edit contract views
• delete_views — Delete contract views
• share_views — Share views with other users

2) Invoices

Controls invoice module access, invoice actions, and reconciliation visibility.

• view_invoices — Access the Invoices module
• create_invoice — Upload/create invoices
• edit_invoice — Edit invoices and invoice mappings
• view_invoice_reconciliations — View invoice reconciliation status
• download_invoice_data — Export invoice data

3) Finance

Controls access to finance-focused app areas.

• view_finance_ap — Access Finance/AP features
• view_fp_a — Access FP&A features

4) Chat

Controls AI chat usage and cross-company analytics in chat contexts.

• use_chat — Use AI chat (Home, Ask sidebar, chat workflows)
• cross_company_analytics — Run cross-company analytics queries

5) Clause Library

Controls viewing and editing of clause content used in library workflows.

• view_clause_library — View Clause Library
• manage_clause_library — Create/edit/manage clauses

6) View Admin

Controls admin-level configuration, user management, and system operations.

• view_admin — Access Admin settings pages
• manage_users — Create/update/deactivate users
• manage_roles_permissions — Manage roles and permission mappings
• manage_departments — Manage departments
• view_user_activity_log — View audit/activity logs
• update_organization_info — Update org profile/settings
• manage_oauth_applications — Manage OAuth/SSO applications
• manage_user_authentication — Configure authentication methods
• manage_playbooks — Manage playbooks
• manage_categories — Manage contract types/categories
• manage_tags — Manage tags
• manage_field_labels — Customize field labels in UI
• reanalyze_all_contracts — Trigger bulk re-analysis for all contracts
• manage_reconciliation_rulebooks — Manage reconciliation rules
• view_contract_intake_errors — View contract processing/intake errors
• system_settings — Manage global system settings