Managing Roles

With roles, you can choose who has the right to perform particular actions on Concord (right to sign a contract, to modify a template, delete a contract, etc.). There are two types of roles: 

  • "System" roles (Administrator, User, Read Only) that are pre-configured by Concord and cannot be modified.
  • "Custom" roles allow you to define permitted and prohibited actions.


Important: By default, the first user created in your company is the Administrator. All subsequent users have a "User" role.



To change a user’s role :

Company Settings > Role > Click View > click Add users > Select user name > click Save Settings

E.g.: to add another user as an Administrator, follow these steps:

  • Click the grey wheel on the bottom left corner of your screen > Click Settings
  • Go to Company Settings > Role
  • Click View next to the Administrator Role
  • Click Add users > Select user name > Click Submit
  • Click Save Settings at the top right corner of the screen


To create a customized role :

Company Settings > Role > Add a New Role > Enter Role Name / Description (optional) > Select features to allow >  Save


Features you can allow or not in a customized role :

  • Edit a contract in project
  • Sign a contract
  • Add attachment files to a contract in project
  • Invite people to negotiate a contract
  • Comment on contracts
  • Edit a signed contract
  • Add attachment files to a signed contract
  • Edit users with access to a signed contract
  • Edit a template
  • Create & edit tags
  • List all tags


(This feature is available with Standard, Plus, and Enterprise subscriptions) 

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