For Organization Admins

As an Organization Admin, you have access to additional features for managing your team and configuring the platform for your organization. These are found under Organization in the left sidebar.

Managing Users

Adding a New User

1. Go to Organization then Users.
2. Click Add User.
3. Enter the person's email address.
4. Assign a role (this determines their permissions).
5. Optionally assign a department.
6. Click Send Invitation.

The new user will receive an email invitation to set up their account.

Changing a User's Role

1. Find the user in the list.
2. Click Edit or the role badge next to their name.
3. Select a new role.
4. Save the changes.

The updated permissions take effect immediately.

Deactivating a User

1. Find the user in the list.
2. Click Deactivate.

The user loses access right away. Deactivated users can be reactivated later if needed.

Managing Roles

Your organization starts with the built-in Organization Admin role. You can create additional roles to match your team structure.

Creating a Custom Role

1. Go to Organization then Roles.
2. Click Create Role.
3. Give the role a name (for example, "Submitter" or "Department Manager").
4. For each resource (Contracts, Reports, Users, etc.), select the actions you want to allow.
5. For each action, choose the scope: Own, Department, or Organization.
6. Save the role.

See Roles and Permissions for a full explanation of scopes and resources.

Managing Departments

Departments let you organize users into teams and control data visibility through permission scopes.

Creating a Department

1. Go to Organization then Departments.
2. Click Create Department.
3. Enter a name and description.
4. Add users to the department.
5. Save.

Assigning Users to Departments

You can assign users to departments either from the department page or by editing the user's profile.

Audit Logs

The audit log tracks significant actions across your organization:

• Who performed the action
• When it happened
• What was changed

Use the audit log for compliance reporting, investigating issues, or security monitoring. You can access it from the Reports section by selecting the Audit Trail report.

Managing Integrations

If your organization has API Integrations enabled, you can manage them at Organization then Integrations.

From here you can:

• View connected integration instances
• Create a new integration
• Edit the integration name, webhook URL, and active status
• Rotate API secrets and webhook secrets

For technical details on how integrations work, see the Partner Integration Guide.

Organization Settings

Go to Settings in the sidebar to manage:

• Business profile information
• Notification preferences
• Default organization settings