Multi-user organizations

Contracko supports multi-user organisations so your team can manage contracts together. You decide who can join, what each member is allowed to do through their role, and which groups they belong to. Per-contract and per-folder access are covered in Contract permissions and Organising contracts with folders.

Setting up your organisation profile

1. Log in and go to Settings
2. Select the Organisation Profile tab
3. Configure your organisation:
   • Avatar — upload your company logo
   • Display name — your organisation's common name
   • Legal name — your full legal entity name (used by our AI for sharper contract interpretation)

Setting up your team member profile

Each team member can personalise their own profile:

1. Go to Settings → Profile
2. Upload a personal avatar
3. Update your display name if needed

Inviting team members

Open Settings → Organisation, then choose how you want to invite people:

• Email invitation — Contracko sends them an invite directly.
• Shareable link — copy the link and drop it into Slack, email, or any channel. Useful when you're onboarding several people at once.

Either way, you set the default role new members receive when they accept. You can change a member's role at any time from the same screen.

Roles

Every member of your organisation has a role. The role determines what they can do across every contract they have access to. Roles are cumulative — each level includes everything the previous one can do.

Role	Can do
Viewer	Read-only access to contracts and workspace content.
Commenter	Can view contracts and add comments, but cannot edit content.
Editor	Can create and edit contracts, but cannot manage access or team settings.
Manager	Can manage contracts, contract access, contract types, invites, and lower roles.
Admin	Full workspace admin access, including billing, settings, and manager assignment.

The same descriptions show up on hover next to each member in your organisation list, so you don't need to come back here when you forget.

The person who originally created your workspace is the Owner — effectively Admin plus the ability to transfer workspace ownership. Owner isn't assignable from the team screen; it transfers when ownership of the workspace changes hands.

Groups

Groups let you represent the real shape of your team — Operations, Legal, Finance, Sales Ops, and so on. Once a group exists, you can scope a contract or a folder to that group instead of adding people one at a time.

To create a group:

1. Go to Settings → Organisation
2. In the groups section, click New group
3. Name it (e.g. Finance, Legal juniors, Operations)
4. Add the team members who belong to that group

Group membership is dynamic: when someone joins or leaves a group, their access to every contract scoped to that group updates automatically. That's what makes folder-level scoping so powerful — see Organising contracts with folders.

Contract ownership and notifications

Every contract has an owner who receives all notifications for it by default. You can route specific notifications to other team members:

1. Open a contract → Notifications
2. Create or edit a notification
3. Set the Recipient to any team member
4. Optionally add a description (e.g. "End of year check-in")
5. Save

Useful when one person owns the contract but a teammate handles a specific renewal or review cycle.

Collaborating with comments

Team members can discuss contracts directly:

1. Open a contract
2. Scroll to Comments
3. Type your message and click Post

Comments show up on the contract itself and in the Recent Activity feed.

Tips

Set your legal name accurately — our AI uses your organisation's legal name to identify counterparties when analysing contracts. Accuracy improves extraction results.

Pick a default role new members can grow into — starting people as Editor is usually the sweet spot: they can do real work from day one, and you can promote a manager or admin later.

Use groups even for small teams — they cost nothing to set up, and they make folder-level access (see Folders doc) instant when you do start using it.