Managing roles

Roles allow Administrators to define the actions that team members can perform on Concord, like signing agreements, inviting parties, creating templates, and much more.

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Administrators can navigate to the Roles page by:

  1. Clicking the settings cog 
  2. Selecting Settings
  3. Clicking Roles under Company

 

System Roles

Concord System roles are configured with pre-set permissions. They cannot be modified or removed from the platform. 

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Viewer - for team members that need to view or access documents and rich context only when needed. No other actions are permitted.

Collaborator - for team members who work with contracts, but are not authoring them. Collaborators can perform limited document creation, editing, and collaboration actions. If desired, Collaborators can be granted the right to sign by turning this setting on in Company Settings > Preferences.

Creator - for team members who need full access and control to manage all aspects of the contract lifecycle. Creators can perform all actions on Concord except: adding users, listing all tags, assigning users to teams, assigning roles, and removing users

Team Manager (Creator) - can perform all actions permitted to Administrators except: setting approval on a document in review (Enterprise feature) and listing all tags.

Administrator (Creator) - ALL actions permitted.

To view all permissions granted in each role, click "View" to the right of the Role.

 

Important: By default, the first user created in your company has an "Creator - Administrator" role.  Each user can be assigned only one role per company/subsidiary account.

 

Custom Roles

For a more customized experience, Administrators can create and assign as many ad-hoc "Custom" roles as they need.

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Administrators can create a custom role by following these steps:

  1. Navigate to Settings > Roles
  2. Click Add new role
  3. Enter the Role Name and Description (optional)
  4. Select the features to allow with the sliders
  5. Click Save settings

Administrators can pick and choose which actions are permitted or prohibited. Examples of features you can provide access to or restrict in a customized role:

  • Edit a contract 
  • Sign a contract
  • Add attachment files to a contract
  • Invite people to negotiate a contract
  • Comment on contracts
  • Add attachment files to a signed contract
  • Edit users with access to a signed contract
  • Edit a template
  • Create and edit tags

Assigning roles

Administrators can assign or re-assign roles in the Users settings page.

In the user list, select the checkboxes of the users you want to assign to a role. An 'Assign role' action will appear in the list toolbar. Click on 'Assign role' and select the role from the menu: 

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Alternatively, you can go to Company Settings > Role, click View or Edit next to the target role. In the role details page, click Add users, select the users, then click Submit and Save settings.

After assigning or modifying a User's Role, the User must refresh the Concord application (log out > login) for changes to take effect. 

To add another user as an Administrator, follow these steps:

  1. Navigate to Company Settings > Users
  2. Check the box beside the user
  3. Click Assign role
  4. Select Creator-Administrator from the list

 

 

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