Setting Up Profiles

Overview

Profiles are predefined sets of permissions that determine which modules and features users can access within the system. They provide a streamlined way to manage access controls by grouping permissions into reusable configurations that can be assigned to multiple users.

Out of the Box Profiles

The system comes with four predefined profiles to help you get started:

• Administrator: For system managers who need complete control over all system functions and user management.
• AI Designer (Previously known as Collaborator): For team members who need access to AI-powered design and analysis capabilities including AI Design Studio submodules.
• Uploader: For staff responsible for uploading new content while having view-only access to system data.
• General User (Previously known as Reader): For stakeholders who need visibility into accounts and reports without any editing capabilities.
• CRM Integration Users: For organizations integrated to CRM via a Managed Package. Administrators can enable or disable AI Assist Chat.

Default Profile Access & Permission Type Table

 

Module	Administrator	AI Designer	Uploader	General User	New Profile
Contract AI Credit Usage	Enabled	Enabled	No Access	No Access	No Access
AI Assist Chat	Enabled	Enabled	Enabled	Enabled	Enabled
AI Design Studio	All submodules	All submodules	No Access	No Access	No Access
Account	Enabled	Enabled	Enabled	Enabled	Enabled
Admin Console	Enabled	Enabled	No Access	No Access	No Access
Contract Requests (When Enabled)	Legal Admin	Legal Admin	No Access	Requestor	No Access
Dashboards	No Access	No Access	No Access	No Access	No Access
Exceptions	Enabled	Enabled	No Access	No Access	No Access
Reporting	Enabled	Enabled	Enabled	Enabled	Enabled
Templates	Template Manager	Template Manager	No Access	Template Viewer	No Access
Upload	Enabled	No Access	Enabled	No Access	No Access
User Management	Enabled	No Access	No Access	No Access	No Access
Custom Agentic Solutions	No Access	No Access	No Access	No Access	No Access

 

Module Definitions

Each module has an Access toggle, enabling a module grants access based on the permission type described below:

Module	Definition	Typical Users	Permission Type
AI Assist Chat	When enabled, Access conversational AI access across Accounts, Contract Requests, and Reports When disabled, the AI chat interface is hidden across the entire platform for that profile.	All users who need AI chat support across the platform	Single toggle — Enabled grants access across all supported modules
AI Design Studio	AI-powered design studio with discrete submodules for contract creation, analysis, and negotiation	Users leveraging AI capabilities for document analysis and generation	Enable individual submodules: Agents, AI TrueCheck Dashboard, AI Clause Analysis, Playbooks, Contract AI Models, and Advanced
Allow Contract AI Credit Usage	Controls whether this profile can spend from the organization’s Contract AI Credit balance for clause tagging and analysis	Teams that need AI-powered contract analysis features	Enabled or No Access — controlled at Profile level
Accounts	View documents and dashboards for permitted accounts	Anyone needing visibility into account data and related documents	Defaulted to Enabled option
Admin Console	Access to Admin Console & Contract Editor	System administrators who need to configure platform settings and edit contracts	Defaulted to Enabled option
Contract Requests	Manages contract creation, approval, and processing workflows	Team members involved in contract lifecycle management: Requestor, Legal Team Member, Legal Manager, Legal Admin. Learn more here.	Select Permission Level
Custom Agentic Solutions	Access to custom agentic solutions for reporting	Business function teams — such as Legal Operations, Finance, and Risk & Compliance — who need to build tailored agentic reports for contract analysis and insights.	Enabled or No Access
Dashboards	Select which data visualization dashboards users can view	Business stakeholders who need visualized data for decision making	Select specific Dashboards to grant access
Exceptions	View and resolve missing documents/pages, illegible content, and other document issues	Quality control personnel and document management specialists	Defaulted to Enabled option
Reporting	Access to reports and analytics	Analysts and managers who need business intelligence data	Defaulted to Enabled option
Templates	View and manage contract templates	Legal teams and contract administrators who create standardized documents	Template Viewer (ability to download templates) or Template Manager (add, edit, or delete templates)
Upload	Single or bulk upload documents to add to the repository	Document management teams responsible for maintaining the content library	Defaulted to Enabled option
User Management	Administer your users and their access	System administrators responsible for controlling user permissions	Defaulted to Enabled option

Managing Profiles

Administrators can use the Profiles section to manage profiles by specifying access to modules.

In Profiles, you will see a list of profiles that have already been created. In the table, you have the ability to:

• Sort columns
• Filter columns
• Search for a profile
• Export the profiles list to Excel
• Add more columns to the table

Additionally, you can create a New Profile and/or edit module access for an existing Profile.

Actions in Profiles

As an Administrator, in the Profiles section, you can manage Profiles using the following actions:

• Create new Profile
• Edit a Profile
• Delete a Profile

Create a Profile

You can manage Profiles and provide your organization users with access to necessary modules.

To create a Profile

1. Click Add new profile.

2. In the form, type Profile Name.

3. Under AI Credit Spending Controls, toggle Allow Contract AI Credit Usage on or off depending on whether this profile should be able to spend Contract AI Credits.
4. Under Module Access, enable the desired modules. The Permission Type is automatically applied based on the module. By default, a new Profile will have AI Assist Chat, Accounts, and Reporting enabled.
   • For AI Design Studio, you have the option to enable specific submodules individually rather than granting access to all.
5. Click Create Profile.

 

Edit a Profile

Modify the profile information, such as the Module Access and AI Credit Spending Controls so that the users have the right access to modules.

To edit a Profile

1. In the table, hover over the Profile name that you want to edit. A pop up text appears against the row of the Profile.

2. Click View/Edit Profile. The form populates all the information of the profile.

3. Update the profile details and click Save Changes.