---
title: User Roles in Precisely
description: Learn more about user management and the different user roles in Precisely
---

[Skip to content](https://help.precisely.se/en/articles/390122-user-roles#main-content)

[![Precisely\_logo\_black-1](https://help.precisely.se/hs-fs/hubfs/Precisely_logo_black-1.png?width=116&height=40&name=Precisely_logo_black-1.png)](https://preciselycontracts.com/)

Open main navigation

Close main navigation

- [Go to preciselycontracts.com](https://preciselycontracts.com/)

[Go to preciselycontracts.com](https://preciselycontracts.com/)

 Hello! How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.precisely.se/en?hsLang=en)
2. [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)

# User Roles in Precisely

## Learn more about user management and the different user roles in Precisely

1. [Inviting and setting up your team](https://help.precisely.se/en/articles/389424-inviting-and-setting-up-your-team?hsLang=en)
2. User roles
3. [Creating automated templates](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en)
4. [Generating contracts from automated templates](https://help.precisely.se/en/articles/3116197-generating-contracts-from-automated-templates?hsLang=en)
5. [Collaborating on templates and projects](https://help.precisely.se/en/articles/5849142-collaborating-on-templates-and-projects?hsLang=en)
6. [Negotiating contracts](https://help.precisely.se/en/articles/5849149-negotiating-contracts?hsLang=en)
7. [Using e-signatures](https://help.precisely.se/en/articles/385821-using-e-signatures?hsLang=en)
8. [Using Precisely’s contract archive](https://help.precisely.se/en/articles/386266-precisely-s-contract-archive?hsLang=en)
9. [Monitoring, reminders, and alerts](https://help.precisely.se/en/articles/386170-monitoring-reminders-and-alerts?hsLang=en)

Precisely has four different user roles: [**Admin**](https://help.precisely.se/en/articles/390122-user-roles#Admin), [**Manager**](https://help.precisely.se/en/articles/390122-user-roles#Manager), [**Member**](https://help.precisely.se/en/articles/390122-user-roles#Member), and [**Viewer**](https://help.precisely.se/en/articles/390122-user-roles#Viewer). 

User roles, combined with [access policies](https://help.precisely.se/en/articles/1982368-how-do-i-share-or-restrict-access-to-a-document-folder-or-template?hsLang=en), define each user's permissions for viewing, editing, and managing contracts and templates.

![](https://help.precisely.se/hs-fs/hubfs/Knowledge%20Base%20Import/precisely-55290ab8719a.intercom-attachments-7.comio259860029ababc523438de09a2a412eabzNkiGOm1bti9y8NuIsfz8S4CohFX2oNFZKOhMkKAV7bRkuyHsdsPwaUJfdEO-Feb-09-2022-07-01-34-62-AM.png?width=347&height=236&name=precisely-55290ab8719a.intercom-attachments-7.comio259860029ababc523438de09a2a412eabzNkiGOm1bti9y8NuIsfz8S4CohFX2oNFZKOhMkKAV7bRkuyHsdsPwaUJfdEO-Feb-09-2022-07-01-34-62-AM.png)

### **Admin**

Admins have full control over the Precisely platform and organization settings. By using Precisely's automation and approval workflows, Admins can eliminate rogue contracting and ensure that only up-to-date templates are used.

**✅ Admin Permissions:**

- Full access to all templates and documents across the organization
- Can create, edit, share, delete, and manage all documents and templates
- Can lock templates for changes
- Can transfer ownership of all documents and templates
- Can approve all contracts on behalf of other users
- Can use the **[activity log](https://help.precisely.se/en/articles/3958134-how-do-i-check-audit-trails-activity-logs?hsLang=en)** to track and audit contracts
- Can manage user roles and teams
- Can create new teams and invite or delete users
- Can control access policies across the entire organization
- Can manage billing and organization settings, and create new organizations
- Can set a substitute approver in profile settings
- Can connect to all integrations

***Typical user:*** *CEO, CFO, Legal Counsel, or other executive roles.*

### **Manager**

Managers can actively work with and edit templates and documents shared with their teams, as well as create their own.

**✅ Manager Permissions:**

- Can create, draft from, and edit templates they have created or have access to
- Can make free-text changes to documents shared with them and publish new document versions
- Can send contracts for signing
- Can collaborate on documents within their team
- Can transfer ownership of documents and templates they have access to
- Can control access policies on documents, templates, and folders they have access to
- Can set a substitute approver in profile settings
- Can reset final approvals for projects they are a final approver on
- Can connect to integrations

**Optional for Managers (Permissions must be enabled):**

- Upload and send [external files](https://help.precisely.se/en/articles/4002003-how-do-i-control-drafting-permissions-for-uploading-signing-documents?hsLang=en) for signing
- Reset final approvals on all projects, regardless of approver status
- Generate API tokens
- Upload files to the archive

❌ **Manager Restrictions:**

- Managers cannot see any documents, templates, or items that are not shared with them
- Managers cannot access organization or billing settings

***Typical user:** Department heads, legal managers, contract managers.*

 

### **Member**

Members can draft contracts from shared templates and send them for signing, but cannot create or edit templates or access content not shared with their team.

**✅ Member Permissions:**

- Can draft contracts from templates shared with them
- Can view all contracts they own or are given access to
- Can send contracts for signing
- Can have document ownership transferred to them by an Admin or Manager
- Can connect to integrations
- Can move folders and documents they have [**read and write**](https://help.precisely.se/en/what-is-the-difference-between-read-and-write-and-read-only?hsLang=en) access to

**Optional for Members (Permissions must be enabled):**

- Upload and send [external files](https://help.precisely.se/en/articles/4002003-how-do-i-control-drafting-permissions-for-uploading-signing-documents?hsLang=en) for signing
- [Work with appendices](https://help.precisely.se/en/how-do-i-allow-members-to-add-appendices?hsLang=en) in generated documents
- Publish new versions of documents
- Reset final approvals on projects
- Generate API tokens

**❌ Member Restrictions:**

- Cannot create or edit templates
- Cannot change content generated from templates (must request to publish a new version from an Admin or Manager, **unless** publishing permissions are enabled)
- Cannot download .docx files in projects where the status is **final approval**
- Cannot see templates or contracts not shared with them
- Cannot access organization or billing settings.

***Typical user:** General team members, such as sales representatives or operations staff.*

 

### **Viewer**

Viewers have limited access to the platform and cannot create, edit, or manage any documents shared with them.

**✅ Viewer Permissions:**

- Can see and access documents and folders that are shared with a team they belong to
- Can only access the **Draft & Sign**, **Archive**, and **Dashboard** pages
- Can have document ownership transferred to them by an Admin or Manager
- Can have reminders assigned to them by other users in the organization
- Can connect to integrations

**❌ Viewer Restrictions:**

- Cannot access the **Templates** section
- Cannot open **projects** listed on Draft & Sign
- Cannot create, edit, move, or delete any content or items
- Cannot send documents for signing
- Cannot see or access content that is not shared with them
- Cannot access organization or billing settings.

**Optional for Viewers (Permissions must be enabled):**

- Generate API tokens

***Typical user:** Employees who require limited and highly restricted access.*

### How to Change a User's Role

If a user role needs to be updated, **Admin** users can update changes on the **Users & Teams** page.

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.

![](https://help.precisely.se/hs-fs/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio44232540176d6437d71b5e5ef51371fc1Screenshot+2022-01-03+at+12.59.28-Feb-09-2022-07-01-35-25-AM.png?width=263&height=161&name=downloads.intercomcdn.comio44232540176d6437d71b5e5ef51371fc1Screenshot+2022-01-03+at+12.59.28-Feb-09-2022-07-01-35-25-AM.png)

 

### [Next step](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en)

- [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)
- [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content)

    - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates)
    - [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references)
    - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation)
    - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling)
    - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation)
    - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning)
    - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive)
- [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en#main-content)

    - [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions)
    - [Approval Automation](https://help.precisely.se/en/control-compliance?hsLang=en#approval-automation)
    - [Monitoring & Logs](https://help.precisely.se/en/control-compliance?hsLang=en#monitoring-logs)
    - [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance?hsLang=en#reviewer-permissions-notifications)
    - [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication)
    - [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control)
- [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content)

    - [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#preciselys-ai-assistant)
- [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#main-content)

    - [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#getting-started-account-settings)
    - [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#draft-sign)
    - [E-Signing](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#e-signing)
    - [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#users-permissions)
    - [Language Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#language-settings)
    - [General Information](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#general-information)
- [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content)

    - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api)
    - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration)
    - [Custom SMTP](https://help.precisely.se/en/integrations?hsLang=en#custom-smtp)
- [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content)

    - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods)
    - [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations)
- [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms?hsLang=en)
- [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en)

[![Chill listening crop-3](https://help.precisely.se/hubfs/Precisely_logo_black.svg "Chill listening crop-3")](https://www.preciselycontracts.com)

Precisely's Help Center

Copyright © 2025, Precisely AB