Multi-user organizations

Contracko supports multi-user organizations, allowing your team to collaborate on contract management. You can control who has access to each contract with permission groups and per-contract access controls, and coordinate work with flexible notification routing and comments.

Setting up your organization profile

1. Log in and go to Settings
2. Select the Organization Profile tab
3. Configure your organization:
   • Avatar - Upload your company logo
   • Display name - Your organization's common name
   • Legal name - Your full legal entity name (used by AI for better contract interpretation)

Setting up team member profiles

Each team member can personalize their profile:

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

Inviting team members

Account owners can invite team members:

1. Go to Settings → Team
2. Click Invite Team Member
3. Choose your invitation method:
   • Share link - Copy and send via Slack, email, or any channel
   • Email invitation - Send directly from Contracko

Contract permissions

Every contract has an owner with full access. Beyond the owner, you can grant view, edit, or full access to permission groups or individual users. You can also make a contract open to the entire organization or restrict it to specific people.

For full details on setting up groups, assigning per-contract access, and overriding defaults, see Contract permissions.

Contract ownership and notifications

Every contract has an owner who receives all notifications for that contract by default.

Assigning notification recipients

You can route specific notifications to different team members:

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

This allows you to have one contract owner while routing specific reminders to the appropriate team member.

Collaborating with comments

Team members can communicate directly on contracts using comments:

1. Open any contract
2. Scroll to the Comments section
3. Type your message and click Post

Comments appear in two places:

• On the contract itself
• In the Recent Activity dashboard and activity feed

Tips

Set your legal name accurately - The AI uses your organization's legal name to identify counterparties when analyzing contracts. An accurate legal name improves extraction results.

Use notification recipients for delegation - Even if you own a contract, you can assign specific deadline reminders to the team member responsible for that action.