In Tomorro, every user has a role that determines the actions they can perform on the platform.

Roles allow permissions to be adapted to the responsibilities of each team member.

Only administrators can define or modify roles.

Different user roles

Administrator

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

They can notably:

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

This role is generally assigned to:

legal teams
legal operations managers
IT administrators

Creator – Manager

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

They can notably:

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

However, they cannot:

manage members
modify organization settings
configure contract types

This role is often assigned to:

team managers
sales managers
procurement managers

Creator – Contributor

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

They can:

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

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

This role is often assigned to:

sales teams
procurement teams
operational teams

Viewer

The Viewer role provides read-only access to contracts.

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

There are two types of viewers:

Viewer type	Contract access	Possible actions
Viewer	Can consult signed contracts where they are a participant or 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 signer	- View the contract sent for signature - Sign the contract

A Viewer cannot modify, negotiate, or send a contract.
A Viewer – Signer can only access contracts they must sign.
Viewers can use certain AI features only on signed contracts.

Permission

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

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

A user can access a contract if they:

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

👤 Account & member management

Action	Details	Admin	Creator -Manager	Creator -Contributor	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, job title, notifications	✅	✅	✅	✅
Manage members	Add, remove, and edit roles	✅	❌	❌	❌
Manage groups	Create, edit, or delete groups	✅	❌	❌	❌
Access audit logs	View action history (*Enterprise & Scale plans*)	✅	❌	❌	❌

📂 Contract repository management

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

🔐 Contract types and approval workflows

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

⚙️ Dynamic Components

Action	Details	Admin	Creator -Manager	Creator -Contributor	Viewer
Manage Smart Fields	Create, edit, or delete	✅	❌	❌	❌
Manage Clauses	Clause library	✅	❌	❌	❌
Manage Conditions	Conditions library	✅	❌	❌	❌

🤝 Contracts

Action	Details	Admin	Creator -Manager	Creator -Contributor	Viewer
Creation & access
Read a contract	Access depending on participation or folder access	✅**	✅**	✅**	✅ (signed contracts** only)
Create contract	From a contract type (*access defined by administrators*)	✅	✅	✅	❌
Import a signed document	Signed PDF (max 250 MB)	✅	✅	✅	❌
Settings
Edit the contract summary sheet	Modify contract summary information	✅	✅*	✅*	❌
Change a contract location	Move a contract to another folder	✅	✅*	✅*	❌
Manage attachment	Add or remove files *(250 MB per file)*	✅*	✅*	✅*	❌
Add participant	Add internal or external participants	✅*	✅*	✅*	❌
Remove participant	Remove a participant	✅*	✅*	✅*	❌
Manager reminders	Add or edit reminders	✅*	✅*	✅*	❌
View contract activities	Contract activity history in the *Activities tab*	✅**	✅**	✅**	✅ (signed contracts only)
Management
Link a contract	Link multiple contracts together	✅	✅*	✅*	❌
Create an amendment	Add an amendment	✅	✅	✅	❌
Cancel a contract	Cancel an ongoing contract	✅*	✅*	✅*	❌
Download a contract	Download an *ongoing* contract and attachments *(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 -Contributor	Viewer
Edition
Write comments	In the contract *Activities tab*	✅*	✅*	✅*	✅ (signed contracts* only)*
Edit the contract	Edit the contract content or formatting	✅*	✅*	✅* *(+ editing rights)*	❌
Manage suggestions	Accept or reject suggestions	✅*	✅*	✅* (+ suggestion rights, except internal suggestions)	❌
Comment in the document	Add comments directly in the *contract content*	✅*	✅*	✅* *(+ comment rights)*	❌
Submit a new version	Upload a new version of the contract	✅*	✅*	✅*	❌
Approval
Add approvers	Assign an *admin or manager* if no approval workflow is defined	✅*	✅*	✅*	❌
Approve a contract	If defined in the approval workflow *before sending or signing*	✅	✅	❌	❌
Reassign an approval	Assign to an *admin or manager* in case of absence	✅*	✅*	❌	❌
Cancel an approval	Stop an approval 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 -Contributor	Viewer
Send a contract for signature	Via Tomorro signature or DocuSign	✅*	✅*	✅*	❌
Add attachment to sign	- Tomorro signature: 250 MB per file - DocuSign signature: 50 MB per file	✅*	✅*	✅*	❌
Be a signatory	Depending on the organization configuration	✅	✅	✅ ((unless the option “Only administrators and managers can be added as signers” is enabled in the *Members tab*)	❌ (except if viewer - signatory)
Cancel a signature	Stop an ongoing signature process	✅*	✅*	✅*	❌
Reassign a signature	Change the signatory	✅*	❌	❌	❌
Download a signed document	• Signed contract • Signature certificate • Attachments 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 -Contributor	Viewer
Configure the Playbook	Define contractual rules	✅	❌	❌	❌
IA Assistant	Use the AI assistant in a contract	✅	✅	✅	✅ (on signed contracts only)
IA summary	Generate a contract summary	✅	✅	✅	✅ (on signed contracts* only)*
AI Review	Document analysis	✅	✅	✅	❌
IA Extraction	Extract contract data	✅	✅	✅	❌
IA Translation	Translate the contract	✅	✅	✅	❌

📚 Bulk Operations

Action	Details	Admin	Creator -Manager	Creator -Contributor	Viewer
Download signed contracts (ZIP)	Download signed contracts (*subject to access), certificates and attachments : 4 GB limit (feature activation required)*	✅	✅	✅	❌
Manage counterparty data	Import / export counterparty data	✅	❌	❌	❌
Export contract database	Excel export	✅	❌	❌	❌
Import signed contracts	Import signed contracts via Excel file *PDF format only / 250 MB per file limit*	✅	✅	✅	❌

🔍 Filtered Views

Action	Details	Admin	Creator -Manager	Creator -Contributor	Viewer
Access filtered views	Access the *Filtered views* tab	✅	✅	✅	✅
Create a filtered view	Personal or shared view	✅	✅	✅	✅
Share a filtered view	*If creator*: share with groups or the organization	✅	✅	✅	❌
Delete a filtered view	If creator	✅	✅	✅	❌