Custom roles option. A few rules in this article change if your organization has the Custom roles option. To find out, open the Roles tab in settings: the Create role button is only active there with the option. Without it, the button is greyed out.
The Members tab in your organization settings brings together account management: viewing the list, filtering, transferring roles, configuring a member's notifications, or deleting them.
The Members tab is reserved for Admins. With the Custom roles option, it is accessible to roles with the Members permission, by default Admins and Super admins.
Understand the Members page
At the top of the page, license cards summarize your organization's breakdown by license type, with the number included in your plan. Depending on your organization's plan, the cards show either Admins, Creators and Viewers, or Admins, Managers and Contributors (followed by Viewers where applicable).
The number of members you can invite depends on the licenses included in your plan. Beyond that, adding an extra license is confirmed before you validate.
The table lists all members, with for each one:
Name and Email
License type: the billed license (Admin, Creator or Viewer)
Groups: the groups the member belongs to
Role: the assigned role, standard or custom
2FA and Status (Active, Pending or Disabled)
Invite a member
From the Members tab, click Add new members at the top right.
Enter the email address of the person to invite, or several addresses separated by semicolons
Define their role: Admin, Manager, Contributor or Viewer. With the Custom roles option, your custom roles also appear in the list
Add them to one or more groups if needed
Click Send invitation
The person receives an email inviting them to create their account. The activation link is valid for 30 days.
To set up the platform before your users arrive, uncheck Send invitation email: the account is created without any notification, and the invitation can be sent later.
Until a person activates their account, their status stays Pending. From the row actions menu, click Resend invitation to send it again.
The Resend invitation action only appears for a member with the Pending status. If you cannot see it, the account is already active: the person then needs to sign in through their organisation's SSO.
✅ Best practices
A member with the Pending status can already be chosen as an approver in an approval workflow, or as a signatory, including in the signature zones of a contract type. Only Disabled members are not offered. However, they will only receive review or signature emails once their account is activated: Tomorro flags this with an alert.
Once their account is activated, members can complete their profile in Account (My account, then Account settings): Profile picture and Job title. The job title is used by default when the member signs a contract.
Filter and search for members
The search field filters by name or email. The Filters button lets you narrow the list by:
License type
Role
Status (Active, Pending, Disabled)
Absence status (Absent, Planned absence)
Transfer the role of one or more members
To change one member's role: open their profile and select their new role.
To change the role of several members at once:
Select the relevant members in the table
Click Transfer role
Choose the target role
If the new role removes a member's approval or signature rights, a substitute may be requested: this member will replace the transferred members as workflow approver and contract signatory. Switching from Admin to Manager does not require a substitute: the Manager keeps the right to approve and sign.
If your organization has a Super admin, only they can change an Admin's role or delete an Admin, from their profile or in the Transfer role bulk action; otherwise, Admins can. You also cannot change your own role from a bulk action.
Configure a member's notifications
A member's profile has a Notifications tab, separate from the Settings tab, which lists the email notifications this member receives.
An Admin or a Super admin can configure another member's notifications, for example to adjust what a company executive receives.
Notifications are grouped by category: contract activities (mention, comment, message from a counterparty, signed document, added as a participant), deadline reminders and task planning, as well as approval workflows (approval pending, document approved or rejected) and mentions in comments. For an Admin or Super admin member, the Member administration category is added (a member requests a role change).
Correct a member's first or last name
An Admin cannot change a member's first or last name. A member's profile does not include these fields.
The correction is made by the member themselves, from their own account:
At the bottom left of the main menu, click My account
Choose Account settings
In Account, correct the First name and Last name fields
Click Save my information
A member's email address cannot be changed in Tomorro, neither by the member nor by an Admin: the field is greyed out in Account, and the Members tab only allows entering an address when inviting a new person. To correct an address, contact us from the chat: we make the change for you.
Delete a member
From the member's profile, click Delete member. Deleting a member is final and results in the deletion of their data. You can't delete your own account: on your own profile, the button is greyed out.
When the window asks for one, a substitute must be designated, unless you tick “I don't want to set a substitute. This member's assignments will be lost.” The substitute takes over what the deleted member leaves behind, depending on their role. For example, for an Admin, the substitute takes over ownership of folders and contract types, approval roles, and access to contracts.
Frequently asked questions
Is a substitute always required for a deletion or role transfer?
For a deletion, when the deletion window asks for a substitute, choosing one is required to confirm, whatever the member's role, Viewer included, unless you tick “I don't want to set a substitute. This member's assignments will be lost.” Another exception is a member with the Pending status: their invitation is cancelled with Cancel invitation, without a substitute. For a role transfer, a substitute is only requested if the member loses their approval or signature rights: a Viewer has none, so no substitute is necessary.
Who can be chosen as a substitute?
The members offered depend on the role of the member being replaced: for example, only Admins or Super admins can replace an Admin, while replacing a Viewer accepts all roles.
Can I see another member's absence notifications from their profile?
No, this section only appears in the member's own personal notifications, not from the admin view.