Inviting new users
- Go to the Users tab
- Select Invite user in the top right
- Enter the email address of the team member you want to invite
- Select a role:
- Admin: Full access to organization settings, billing, and user management
- Contract reviewer: Standard access to review contracts and use playbooks
- Viewer: Word add-in access only
- Select Send invitation
Managing team members
View current users
The Users tab displays all members of your organization:- Name and email address
- Role (Admin, Contract reviewer, or Viewer)
- Status (Active or Pending)
Update user roles
Select the edit icon next to any user to change their role.Remove users
Select the trash icon next to a user and confirm removal. They lose access immediately, but their previous work remains.Best practices
- Limit admin access to team members who need to manage settings and billing
- Use work emails for easier management
- Invite teams together during rollout so they can learn collaboratively