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Contract permissions

Contract permissions let you control who can view, edit, or share specific contracts in your organization. You can set permissions per user or per group, and override defaults on individual contracts.

How contract permissions work

Every contract has an owner with full access. Beyond the owner, you can grant access to individual users or groups. Each permission entry specifies whether the user or group can view, edit, or share the contract.

You can see a contract's permissions by opening the permissions drawer on any contract page.

Permissions card on a contract showing owner and group access levels

Setting up groups

Groups let you define default permissions for teams in your organization (e.g., HR, operations, legal).

  1. Go to Settings > Organization
  2. Navigate to the permissions section
  3. Click to create a new group
  4. Name the group and set its default permission level:
    • View - Can see contracts but not modify them
    • Edit - Can view and modify contracts

Create permission group dialog with name, description, and default access level

Adding permissions to a contract

  1. Open the contract
  2. Open the permissions drawer
  3. Add a user or group
  4. The group's default permission is applied automatically

Manage permissions drawer with owner, restricted toggle, and team access levels

Overriding default permissions

Group defaults are a starting point. You can override them on any individual contract.

For example, if the "Legal juniors" group defaults to view-only, but a specific contract requires their input, you can upgrade their permission to edit on that contract without changing the group default.

  1. Open the contract's permissions drawer
  2. Find the group or user
  3. Change their permission level for this contract

Setting permissions for the full team

If you want everyone in the organization to access a contract, you can set it as viewable or editable by the entire team instead of adding groups individually.

Changing the contract owner

You can transfer ownership of a contract to another team member from the permissions drawer. The new owner gets full access.

Tips

Start with groups - Setting up groups with sensible defaults saves time when assigning permissions to new contracts. You add the group once and everyone in it gets the right access.

Use overrides sparingly - If you find yourself overriding group defaults frequently, consider whether your group structure needs adjusting.

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