This section describes how administrators set up users and their permissions. For users setting access levels when sharing a folder with other users or groups, see Setting Access Levels When Sharing a Folder.
A user can have one of three roles:
There is no limit to the number of admins or co-admins.
Admin
An admin can:
- Manage users (add, deactivate, reset two-factor authentication, edit information), set user roles (admin, co-admin, member), and manage groups
- Determine user settings to give access to upload, request to extract, and view or edit the clause library.
- Define user tags and labels (which users can then use on the documents they have editor or collaborator access to).
An admin cannot access a document unless a user with editor or collaborator access shares that document's folder with the admin.
An admin cannot manage users provisioned using Single Sign-On (SSO). Users thus provisioned are managed by the SSO administrator.
There are three permission settings for each user:
- Upload: When this setting is enabled, a user can upload files to the system. When it is disabled, a user—even one with editor-level folder access—cannot upload files to the system.
- Request to extract: When this setting is enabled, a user can upload files to extract and can request store-only files to be extracted. When it is disabled, a user cannot upload files to extract and cannot request store-only files to be extracted. Users can still upload store-only files if the upload setting is enabled for them.
- Clause library: With this setting, a user can be given view-only access or edit access to the Clause Library or can be denied access.
Co-Admin
A co-admin can do everything an admin can do, except manage users and groups.
Note
Admin and co-admin roles do not give access to any documents in the system. Like members, admins and co-admins can only access documents that have been shared with them. See Setting Access Levels When Sharing a Folder to learn about sharing and access levels. Admin and co-admin roles only help manage users and application settings.
Member
A member user has no admin or co-admin privileges to manage user access or settings.
Roles and Permissions
| Task | Admin | Co‑Admin | Member |
|---|
Manage users and groups | | — | — |
| Define user tags | | | — |
| Define labels | | | — |
| Enable access to Clause Library (user access is a setting) | | | — |
| Enable request to extract (user access is a setting) | | | — |
| Enable access to upload (user access is a setting) | | | — |
To change an active user’s role or permissions
- Click Users & Groups (
) in the left nav bar to raise the Users window.
- Click the box to the left of the name of the user whose role or permissions you will change.
- Use the Roles dropdown to change the user's role (admin, co-admin, or member). If the user is not active (inactive or pending), the role line is blank (--). You can only manage roles for active users.
- Use the Upload dropdown to toggle the user's upload permission.
- Use the Request to extract dropdown to toggle the user's ability to order document extraction.
- Use the Clause Library dropdown to change the user's access to the Clause Library.
Changes are updated instantly. Select the user name(s) again to change each role or permission.
