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Documentation
Last Updated: 2025-11-14
Manage Roles

Manage Roles

You can manage and create custom roles with specific permissions.
On the
Roles
 tab, you can:
  • Edit roles.
  • Delete roles.
  • Duplicate roles.
  • View active roles from the related actions menu.
Additionally, you can only view the details of prebuilt roles.
Contract Management and Document Intelligence provides these prebuilt roles:
  • Administrator:
     Can access all of Contract Management and Document Intelligence and the Admin Console settings pages.
  • Owner:
     Can access all features and functionality as the administrator role and manage permissions for other users with the owner role.
  • Power User:
     Can access all feature pages on the platform and run reports on the Search and Dashboards pages.
  • Workflow-only:
     Can access workflow tickets (when enabled) with all of the same abilities as a power user on a ticket.
  1. Click
    Admin
    .
  2. (Optional) Click
    New Role
    .
  3. Add a role name, description, and assign permission settings.
    The Workflow permissions in this section do not affect workflow permissions in Builder Settings.
  4. Click
    Save
    .
  5. (Optional) From the
    More
     menu on a custom role, select these Advanced Administrator options:
    • View details
    • Edit role
    • Duplicate role
    • Delete role
  6. (Optional) From the
    More
     menu on a prebuilt role, select these Advanced Administrator options:
    • View details
    • Duplicate role