1. Help Center
  2. The Precisely Platform: Key Features & Tools

User roles

Learn more about user management and the different user roles

  1. Inviting and setting up your team

  2. User roles

  3. Creating automated templates

  4. Generating contracts from automated templates

  5. Collaborating on templates and projects

  6. Negotiating contracts

  7. Using e-signatures

  8. Using Precisely’s AI-assisted contract registration

  9. Using Precisely’s contract archive

  10. Monitoring, reminders, and alerts

 

There are four different user roles in Precisely; Admin, Manager, Member, and Viewer.

By setting each user’s role and using access policies, you are able to decide their ability to access and make changes to contracts.

Admin

✅ As an admin, you have complete control over your Precisely organization/account. By using the platform’s automation and approval workflows, you are able to eliminate rogue contracting and ensure that only up-to-date templates are used.

✅ Admins have full access and can create, share, and see all templates and documents in your organization. They are the only users who have the authority to invite other users, create teams, and change your organization settings and billing.

Typical user: CEO, CFO, Legal Counsel

 

Manager

✅ As a manager, you are still able to work freely with contracts and templates, either by creating your own or by working with ones that are shared with a team you belong to.

✅ Managers can create, draft from, and edit templates. They have access to templates and documents that are shared with the teams that they belong to. They can also make free-text changes to documents that are created from a template.

✅ Managers can upload .pdf and .docx files generated outside of Precisely and send them for e-signing.

⚠️ Directly uploading external documents and sending them for signing can be restricted by Admins user in the organization settings. Read more

❌ Mangers cannot see templates, contracts, or other documents that are not shared with them.

❌ Managers cannot access your organization settings or billing.

Typical user: Heads of departments, Contract Managers

 

Member

✅ Members can draft from templates that someone has shared with them and send contracts for electronic signing.

✅ Members can see all contracts that are shared with a team they belong to. 

✅ Members can upload .pdf and .docx files generated outside of Precisely and send them for e-signing.

⚠️ Directly uploading external documents and sending them for signing can be restricted by Admins user in the organization settings. Read more

❌ Members cannot see or make changes to templates or any template setting (they can only use templates to directly start drafting = answering the questions in the questionnaire).

❌ Members are not allowed to make changes to the contracts that are generated from a template. Instead, they can only request from a Manager or Admin user to publish a new version of a document.

❌ Members cannot see templates, contracts, or other documents that are not shared with them.

❌ Members cannot access your organization settings or billing.

Typical user: coworkers not falling within the aforementioned categories, such as sales representatives.

 

Viewer

✅ Viewers can only see content that is shared with a team they belong to.

✅ Viewers can access only the Draft & sign and Archive sections.

❌ Viewers cannot see (or access) the Templates section at all. 

❌ Viewers are not allowed to create, edit, or delete any material within your organization.

❌ Viewers cannot see templates, contracts, or other documents that are not shared with them.

❌ Viewers cannot access your organization settings or billing.

Typical user: coworkers that require more restricted access than the aforementioned categories.

 

Changing a user’s role

If a user role needs to be updated, an admin of your organization can make the change.

  1. Click your organization’s name in the top-right menu and choose Users & Teams,

  2. Click the options button (the three dots) for the user whose role should be updated,

  3. Choose Change role and choose Admin, Manager, Member, or Viewer depending on which role the user should have.

 

  Next step