In Tomorro, each user is assigned a role that determines the actions they can perform on the platform.

Roles allow you to tailor permissions to each member's responsibilities.

Only administrators can définir ou modifier les rôles.

Different user roles

Administrator

The Administrator has full access to the platform and can configure the organization.

Key capabilities:

manage members and their roles
configure organization settings
create and edit contract types
manage approvals and dynamic components
organize the repository (folders and access)
access all contracts in the organization (unless restricted by folder permissions)

This role is typically assigned to:

legal teams
legal operations managers
IT administrators

Creator – Manager

The Creator – Manager can manage contracts and oversee their lifecycle, without being able to modify the organization's global settings.

Key capabilities:

create contracts
edit and negotiate contracts
send contracts for approval
send contracts for signature
organize contracts in folders
oversee contracts they have access to

However, they cannot:

manage members
modify organization settings
configure contract types

This role is often assigned to:

team leads
sales managers
procurement managers

Creator – User

The Creator – User actively participates in the creation and negotiation of contracts they are involved in.

Key capabilities:

create contracts
edit contract content
negotiate contracts
send contracts for signature
collaborate via comments and suggestions

Their permissions are generally limited to contracts they participate in or folders they have access to.

This role is often assigned to:

sales teams
procurement teams
operations teams

Viewer

The Viewer role gives read-only access to contracts.

This role is typically assigned to users who need to view or sign contracts without participating in their management or negotiation.

There are two types of viewers:

Viewer type	Contract access	Possible actions
Viewer	Can view signed contracts they participate in or that are located in a folder they have access to	- Read contracts - View history and activities - Use certain AI features
Viewer – Signatory	Access only to contracts sent for signature where they are designated as a signatory	- View the contract sent for signature - Sign the contract

Viewers cannot edit, negotiate, or send a contract.
Le Viewer – Signatory ne peut accéder qu'aux contrats où il doit signer.
Viewers can use certain AI features only on signed contracts.

Permissions

Symbol	Meaning
✅	Action allowed
❌	Action not allowed
*	Allowed only if the user is a contract participant
**	Allowed only if the user has folder access

⚠️ Some actions require both a specific role and access to the contract.

A user can access a contract if they:

are a contract participant
have access to the folder containing the contract
belong to a group with folder access

👤 Account & member management

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Manage multiple entities	Belong to multiple organizations and switch between them	✅	❌	❌	❌
Manage organization information	Name, logo, language, color of the *entity*	✅	❌	❌	❌
Manage personal account information	Name, language, role, notifications	✅	✅	✅	✅
Manage members	Add, remove, modify roles	✅	❌	❌	❌
Manage groups	Create, edit or delete groups	✅	❌	❌	❌
Access audit logs	Action history (*Enterprise & Scale*)	✅	❌	❌	❌

📂 Repository management

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Access the repository	Access folders *(permissions set by administrators)*	✅**	✅**	✅**	✅(signed contracts** only)
Create a folder	Create folders and subfolders	✅	❌	❌	❌
Rename a folder	Change a folder's name	✅	❌	❌	❌
Delete a folder	Only possible if the folder is empty	✅	❌	❌	❌
Move a folder	Move a folder within the repository	✅	❌	❌	❌
Manage folder access	Add or remove access	✅	❌	❌	❌

🔐 Contract types and approval workflows

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Manage contract types	Create, edit, publish, delete	✅	❌	❌	❌
Download templates	Export templates in Word format (feature to be activated)	✅	❌	❌	❌
Configure the summary sheet	Configure visible fields on contracts	✅	❌	❌	❌
Manage approval workflows	Create and edit approval workflows	✅	❌	❌	❌

⚙️ Dynamic components

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Manage smart fields	Create, edit or delete	✅	❌	❌	❌
Manage clauses	Clause library	✅	❌	❌	❌
Manage conditions	Conditions library	✅	❌	❌	❌

🤝 Contracts

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Creation and access
Read a contract	Access based on participation or folder	✅**	✅**	✅**	✅ (signed contracts** only)
Create a contract	From a contract type (*access set by administrator)*	✅	✅	✅	❌
Import a signed document	Signed PDF (250 MB max)	✅	✅	✅	❌
Settings
Edit the summary sheet	Edit the summary sheet information	✅	✅*	✅*	❌
Change a contract's location	Change folder	✅	✅*	✅*	❌
Manage attached files	Add or remove files *(250 MB per file)*	✅*	✅*	✅*	❌
Download attached files	Download annexes	✅*	✅*	✅*	❌
Add participants	Add internal or external members	✅*	✅*	✅*	❌
Remove participants	Remove a participant	✅*	✅*	✅*	❌
Manage reminders	Add or modify reminders	✅*	✅*	✅*	❌
View contract activities	Contract action history in the *activities tab*	✅**	✅**	✅**	✅ (only for signed contracts)
Management
Link a contract	Link multiple contracts	✅	✅*	✅*	❌
Create an amendment	Add an amendment	✅	✅	✅	❌
Cancel a contract	Cancel an ongoing contract	✅*	✅*	✅*	❌
Download a contract	Download an *in-progress* 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	Contact support	❌	❌	❌	❌

✍️ Edition & negotiation

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Edition
Write comments	In the contract's *activity tab*	✅*	✅*	✅*	✅ (*signed contracts* only)
Edit the contract	Content editing or formatting	✅*	✅*	✅* *(+ editing rights)*	❌
Manage suggestions	Accept / reject suggestions	✅*	✅*	✅* (*+ suggestion rights* except internal suggestions)	❌
Comment in the document	Comments in the *content*	✅*	✅*	✅* (+ commenting rights)	❌
Submit a new version	Add a new version	✅*	✅*	✅*	❌
Approval
Add approvers	*To an admin or manager -* If no workflow is defined	✅*	✅*	✅*	❌
Approve a contract	If defined in the workflow before sending or signing	✅	✅	❌	❌
Reassign an approval	*To an admin or manager -* In case of absence	✅*	✅*	❌	❌
Cancel an approval	Stop a workflow	✅*	✅*	✅*	❌
Sending
Send the contract for negotiation	Send the contract to the counterparty *(via Word or Tomorro)*	✅*	✅*	✅*	❌

🖋️ Signature management

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Send a contract for signature	Via Tomorro signature or DocuSign	✅ *	✅ *	✅ *	❌
Add attached files to sign	- Tomorro signature *250 MB per file limit* - DocuSign signature *50 MB per file limit*	✅*	✅*	✅*	❌
Be a signatory	Depending on organization configuration	✅	✅	✅ (sauf si case cochée "Only administrators and managers can be added as signatories" in the "Members" tab)	❌ (unless viewer – signatory)
Cancel a signature	Stop an ongoing signature	✅*	✅*	✅*	❌
Reassign a signature	Change the signatory	✅*	✅*	✅*	❌
Send a signature reminder	Send a reminder to signatories	✅*	✅*	✅*	❌
Download a signed document	Signed contract Signature certificate Attached files included in the signature envelope	✅*	✅*	✅*	❌

🤖 AI features

AI features available in Tomorro may vary depending on your organization's plan ; if you have questions about their availability, please contact your account manager.

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Configure the Playbook	Define contractual rules	✅	❌	❌	❌
AI assistant	Use the AI assistant in the contract	✅	✅	✅	✅ (*contrats signés* uniquement)
AI summary	Generate a contract summary	✅	✅	✅	✅ (*signed contracts* only)
AI negotiation	Document analysis	✅	✅	✅	❌
AI extraction	Data extraction	✅	✅	✅	❌
AI translation	Translate the contract	✅	✅	✅	❌

📚 Bulk operations

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Download signed contracts (ZIP)	Download signed contracts *(subject to access), certificates, attached files : 4 GB limit (feature activation required)*	✅	✅	✅	❌
Manage counterparty data	Data import / export	✅	❌	❌	❌
Export the contract database	Excel export	✅	❌	❌	❌
Import signed contracts	Import signed contracts via an Excel file. *PDF format only / 250 MB per file limit*	✅	❌	❌	❌

🔍 Filtered views

Action	Details	Admin	Creator – Manager	Creator – User	Viewer
Access filtered views	Access to the *filtered views tab*	✅	✅	✅	✅
Create a filtered view	Personal or shared view	✅	✅	✅	✅
Share a filtered view	*If creator:* Share with groups or an organization	✅	✅	✅	❌
Delete a filtered view	*If creator*	✅	✅	✅	❌