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User roles and permissions in Tomorro

What roles are available in Tomorro, who can use Oro, Tomorro's AI, and what actions can each user perform based on their permissions?

In Tomorro, each user is assigned a role that determines the actions they can perform on the platform. The tables in this article also specify who can use the Oro agent, the AI built into Tomorro, and the other AI features.


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

Three notions not to be confused.


The licence is what your organization pays for. There are three: Administrator, Creator and Viewer.


The role is what you assign to a person, and every role belongs to a licence. The Administrator licence carries the Administrator role. The Creator licence carries the Manager and Contributor roles, which appear as Creator - Manager and Creator - Contributor in your organization settings. The Viewer licence carries the Viewer and Viewer – Signatory roles.


The permission is the detail, action by action. With standard roles it is fixed: those are the tables in this article. With the Custom roles option, you compose it yourself.

Only administrators can define or change roles.

This article describes Tomorro's standard roles. If the Create role button is active in the Roles tab of your organization settings, you have the Custom roles option, which lets you compose your own roles:

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

  • approve contracts if assigned as an approver

  • 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 – Contributor

The Creator – Contributor 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 to signed contracts they have access to (participant or folder) and 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.

  • The Viewer – Signatory can only access contracts they need to sign.

  • The Viewer – Signatory role is not included by default: it is enabled on request from your account manager.

  • 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 (for an Admin: participant, access to the contract's folder, or contract stored in no folder)

**

Allowed only if the user has folder access

***

Allowed only if the user is set as the contract's Supervisor or Internal contact, depending on the options enabled for your organisation. Only an administrator or a manager can be set as Supervisor

⚠️ 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

✅ Best practices

  • A contract participant acts according to their role: a Manager or a Contributor can edit, negotiate and send the contract, a Viewer has read-only access.

  • Access through the folder, directly or via a group, only grants read-only access, including to a Manager or a Contributor. Only the Admin keeps all their rights there.

  • With read-only access, you can read the contract, its documents and its attached files, but you cannot add or delete an attached file, create a task, send the contract or sign it.

  • Add anyone who needs to work on the contract as a participant, from the contract's Participants tab. Folder access is enough to view it (recommendation).

👤 Account & member management

Action

Details

Admin

Creator – Manager

Creator – Contributor

Viewer

Switch organization

Move from one organization to another when you belong to several

✅

✅

✅

✅

Create a new workspace

Add a new entity from the organization selector

✅

❌

❌

❌

Manage organization information

Name, logo, colors of the entity

✅

❌

❌

❌

Manage personal account information

Name, language, job title, 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 – Contributor

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 contains no contracts (empty subfolders are allowed)

✅

❌

❌

❌

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 – Contributor

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 – 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 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

✅*

✅***

✅***

❌

Restore a terminated contract

Cancel the “terminated” marking and return the contract to its previous status

✅*

✅***

✅***

❌

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's activity tab

✅*

✅*

✅*

✅ (signed contracts only)

Set document edition rights

Choose whether contributors can edit, suggest or comment on the document

✅*

✅
​(if contract Supervisor)

❌

❌

Edit the contract

Content editing or formatting

✅*

✅*

✅*
​(+ editing rights)

❌

Manage suggestions

Accept / reject suggestions

✅*

✅*

✅*

(+ suggestion rights
editing rights for 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 – Contributor

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

✅

✅

✅ (unless the box "Only admins and managers can be added as signatories" is checked in the "Members" tab)

❌ (unless Viewer – Signatory, a role enabled on request from your account manager)

Cancel a signature

Stop an ongoing signature

✅*

✅*

✅*

❌

Reassign a signature

Replace a signatory who has not signed yet

✅*

❌

❌

❌

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 – Contributor

Viewer

Configure the Playbook

Define contractual rules

✅

❌

❌

❌

Pick a playbook for the AI analysis

From the recommendations, without access to the playbook library

✅

✅

❌

❌

Oro

Use the Oro agent 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 a contract type

✅

❌

❌

❌

📚 Bulk operations

Action

Details

Admin

Creator – Manager

Creator – Contributor

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 – Contributor

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

✅

✅

✅

✅

💻 Integrations

Action

Details

Admin

Creator – Manager

Creator – Contributor

Viewer

Generate an API key

From the Integrations tab

✅

✅

✅

❌

Keywords: role, roles, permissions, access rights

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