Role

Description

Admin

Manages the entire organization: users, templates, repositories, access and workflows.

Manager

Supervises projects and folders, without changing organization-level settings and works on projects.

Contributor

Works actively on projects they are part of (create, edit, sign).

Viewer

Has read-only access to signed projects, and IA use.

Action

Details

Admin

Manager

Contributor

Viewer

Manage multiple entities

Belong to and switch between several organizations

✅

❌

❌

❌

Manage general organization information

Name, logo, language, color of the entity

✅

❌

❌

❌

Manage account information

Name, language, job title, notifications of the personal account

✅

✅

✅

✅

Manage members

Add, delete, activate, change members roles

✅

❌

❌

❌

Manage groups

Create, modify, delete groups

✅

❌

❌

❌

Access audit logs

Access all logged events
​(Enterprise & Scale account)
​

✅

❌

❌

❌

Action

Details

Admin

Manager

Contributor

Viewer

Access the repository

Access the repository and folders
​(access defined by administrators)

✅**

✅**

✅**

✅**

Create folder

Create folders or subfolders

✅

❌

❌

❌

Rename folder

Change folder name

✅

❌

❌

❌

Delete folder

Delete folders
​(if folder empty)

✅

❌

❌

❌

Move folder

Move folder in the repository

✅

❌

❌

❌

Manage folder access

Add or remove access in the folder

✅

❌

❌

❌

Action

Details

Admin

Manager

Contributor

Viewer

Manage templates

Create, edit, publish, delete templates

✅

❌

❌

❌

Download templates

Download templates in Word format
​(under feature flag)

✅

❌

❌

❌

Manage approval workflows in templates

Create, modify, delete approval workflows

✅

❌

❌

❌

Action

Details

Admin

Manager

Contributor

Viewer

Manage Smart Fields

Create, modify or delete smart fields

✅

❌

❌

❌

Manage Clauses

Create, modify or delete clauses

✅

❌

❌

❌

Manage Conditions

Create, modify or delete conditions

✅

❌

❌

❌

Action

Details

Admin

Manager

Contributor

Viewer

Creation & access

Create project

Create a project from a template
​(templates and access defined by admin)

✅

✅

✅

❌

Store a signed project

The import applies only to signed documents in PDF format (250 Mb max)

✅

✅

✅

❌

Access and read a project

Open a project in read-only mode

✅**

✅**

✅**

✅ (on signed projects only)

Parameters

Modify a summary sheet

Modify summary sheet information (smart fields, counterparty, template)

✅

✅*

✅*

❌

Move projet folder

Move project folder

✅

✅*

✅*

❌

Manage shared files

Add or remove attached files (limitation 250 MB x files)

✅*

✅*

✅*

❌

Add participant

Add internal/external members to a project

✅*

✅*

✅*

❌

Delete participant

Delete participant to a project

✅

✅

✅

❌

Manager reminders

Add, modify or delete reminders within a project

✅*

✅*

✅*

❌

Manage tasks

Add or edit project tasks

✅*

✅*

✅*

❌

View project activities

See project actions history in activities tab

✅**

✅**

✅**

✅ (on signed projects only)

Management

Cancel a project

Cancel an ongoing project

✅*

✅*

✅*

❌

Download a project & attached files

Download an ongoing project and attached files
​(Word or PDF)

✅*

✅*

✅*

❌

Terminate a project

Mark a project as terminated

✅*

❌

❌

❌

Restore a deleted project

Restore a deleted project
​(contact support)

❌

❌

❌

❌

Action

Details

Admin

Manager

Contributor

Viewer

Edition

Write comments

Write comments in activities tab

✅*

✅*

✅*

✅*(uniquement pour les projets signés)

Edit document

Modify document text or formatting

✅*

✅*

✅*
(+ edit rights)

❌

Manage suggestions document

Process suggestions in content and annotations tab

✅*

✅*

✅*
(+ suggestion rights)

❌

Comment document

Process comments in content and annotations tab

✅*

✅*

✅*
(+ comment rights)

❌

Submit a new version

Upload a new version

✅*

✅*

✅*

❌

Approval

Add approvers on the go during negotiation

Add approvers (administrators or managers only) when no approval workflow has been set up

✅*

✅*

✅*

❌

Approve document

Validate document before sending/signing

✅ (if defined)

✅ (if defined)

❌

❌

Reassign approval

In case of an approver’s absence, reassign the approval to another administrator or manager

✅*

✅*

❌

❌

Cancel approval

Cancel ongoing approval workflow

✅*

✅*

✅*

❌

Sending

Send document

Send a document to counterparty (via Word or Tomorro)

✅*

✅*

✅*

❌

Action

Details

Admin

Manager

Contributor

Viewer

Send for signature

Start signing workflow
​(Tomorro or DocuSign)

✅ *

✅ *

✅ *

❌

Add attached files to the signature

Add attachments to be signed
​- Tomorro signature limitation 250 MB x files
​- Docusign signature limitation 50 MB x files

✅*

✅*

✅*

❌

Be a signatory

Be assigned as signatory in a contract

✅

✅

✅
​(Except if the admin selected ‘Only admins and managers can be added as signatories.’ in the members tab)

❌

Cancel signature

Cancel an ongoing signature process

✅*

✅*

✅*

❌

Download a signed document

Download the signed document
Include :

✅*

✅*

✅*

❌

Action

Details

Admin

Manager

Contributor

Viewer

Set up Playbook

Configure AI playbook parameters

✅

❌

❌

❌

Use IA Assistant

Use AI assistant within the project

✅

✅

✅

✅ (on signed projects only)

Use IA summary

Use AI assistant to generate project summary

✅

✅

✅

✅ (on signed projects only)

Use AI Review

Analyze a document with AI review
​(under feature flag)

✅

✅

✅

❌

Use Oro Extract

Extract data from documents

✅

✅

✅

❌

Use IA Translation

Translate document content

✅

✅

✅

❌

Action

Details

Admin

Manager

Contributor

Viewer

Export signed contracts (ZIP)

Export signed contracts, certificates, attachments :
​4 Go limitation, (under feature flag)

✅

✅

✅

❌

Manage counterpartie data

Import or export counterparty data (the import will modify existing data only, not erease the existing)

✅

❌

❌

❌

Download contract database

Export repository data into Excel format

✅

❌

❌

❌

Import signed contracts

Import signed contracts.
​PDF format only / limitation 250 MB x files

✅

✅

✅

❌

Action

Details

Admin

Manager

Contributor

Viewer

Access filtered views

Access filtered view tab

✅

✅

✅

✅

Create filtered view

Create personal or shared views

✅

✅

✅

✅

Share filtered view

Share with groups or organization
​(if creator)

✅

✅

✅

❌

Delete filtered view

Delete public or shared views
​(if creator)

✅

✅

✅

❌