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Multi-user organizations

Contracko supports multi-user organizations, allowing your team to collaborate on contract management. All contracts are visible to everyone in the organization, with flexible notification routing and comments for coordination.

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 β†’ Profile
  2. Upload a personal avatar
  3. Update display name if needed

Inviting team members

As an account owner (indicated by a badge on your profile), you can invite team members:

  1. Go to Settings β†’ 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

Roles and permissions

Contracko supports two team roles:

RolePermissions
MemberCreate and manage contracts
AdministratorAll member permissions, plus billing settings and team invitations

Account owners have all administrator permissions plus full account control.

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

Notification setup showing recipient assignment

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

Comments section on a contract with team discussion

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.

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