Role

Description

Admin

Manages the entire organization: users, type of contracts, repositories, access and workflows.

Creator - Manager

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

Creator - Contributor

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

Viewer

Viewer only:
has read-only access to signed contracts they are a participant in or that are contained in a folder they have access to. They can also use AI features.
​

Viewer – Signatory:
Can also sign contracts. Has access only to contracts send for signature for which they are designated as a signatory.

Action

Details

Admin

Creator -Manager

Creator -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

Creator -Manager

Creator -Contributor

Viewer

Access the repository

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

✅**

✅**

✅**

✅**
​(On signed contracts only, and contracts currently under signature if a signatory)

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

Creator -Manager

Creator -Contributor

Viewer

Manage type of contracts

Create, edit, publish, delete type of contracts

✅

❌

❌

❌

Download type of contracts

Download type of contracts in Word format
​(under feature flag)

✅

❌

❌

❌

Manage approval workflows in type of contracts

Create, modify, delete approval workflows

✅

❌

❌

❌

Action

Details

Admin

Creator -Manager

Creator -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

Creator -Manager

Creator -Contributor

Viewer

Creation & access

Create contract

Create a contract from a type of contracts
​(access defined by admin)

✅

✅

✅

❌

Store a signed document

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

✅

✅

✅

❌

Access and read a contract

Open a contract in read-only mode

✅**

✅**

✅**

✅ (if participant or added to the folder & on signed contracts only)

Parameters

Link contracts

Link your contract

✅

✅*

✅*

❌

Modify a summary sheet

Modify summary sheet information (smart fields, counterparty, type of contracts)

✅

✅*

✅*

❌

Move projet folder

Move contract folder

✅

✅*

✅*

❌

Manage shared files

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

✅*

✅*

✅*

❌

Add participant

Add internal/external members to a contract

✅*

✅*

✅*

❌

Delete participant

Delete participant to a contract

✅

✅

✅

❌

Manager reminders

Add, modify or delete reminders within a contract

✅*

✅*

✅*

❌

Manage tasks

Add or edit contract tasks

✅*

✅*

✅*

❌

View contract activities

See contract actions history in activities tab

✅**

✅**

✅**

✅ (on signed contracts only)

Management

Cancel a contract

Cancel an ongoing contract

✅*

✅*

✅*

❌

Download a contract & attached files

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

✅*

✅*

✅*

❌

Terminate a contract

Mark a contract as terminated

✅*

❌

❌

❌

Delete a contract

Delete a contract

✅*

✅*

✅*

❌

Restore a deleted contract

Restore a deleted contract
​(contact support)

❌

❌

❌

❌

Action

Details

Admin

Creator -Manager

Creator -Contributor

Viewer

Edition

Write comments

Write comments in activities tab

✅*

✅*

✅*

✅ (on signed contracts only)

Edit document

Modify document text or formatting

✅*

✅*

✅*
(+ edit rights)

❌

Manage suggestions document

Process suggestions in content and annotations tab

✅*

✅*

✅*
(+ suggestion rights)
except internal suggestions

❌

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

Creator -Manager

Creator -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)

❌ (except if viewer - signatory)

Cancel signature

Cancel an ongoing signature process

✅*

✅*

✅*

❌

Reassign signature

Reassign an ongoing signature

✅*

❌

❌

❌

Download a signed document

Download the signed document
Include :

✅*

✅*

✅*

❌

Action

Details

Admin

Creator -Manager

Creator -Contributor

Viewer

Set up Playbook

Configure AI playbook parameters

✅

❌

❌

❌

Use IA Assistant

Use AI assistant within the contract

✅

✅

✅

✅ (on signed contracts only)

Use IA summary

Use AI assistant to generate contract summary

✅

✅

✅

✅ (on signed contracts 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

Creator -Manager

Creator -Contributor

Viewer

Download signed contracts (ZIP)

Download signed contracts (to which I have access), certificates, attachments :
​4 Go limitation, (under feature flag)

✅

✅

✅

❌

Manage counterparty 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 via Excel file.
​PDF format only / limitation 250 MB x files

✅

✅

✅

❌

Action

Details

Admin

Creator -Manager

Creator -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)

✅

✅

✅

❌