Management roles control who manages the Workspace – not who is allowed to review contracts or use the Legal Agent. These productive permissions are independent of management roles and are assigned separately.
The three roles
Role | Management Rights |
User | No management groups – normal User without Admin functions |
Admin | User management: manage Users and Teams |
Billing Admin | Like Admin plus “Packages & Billing” permission |
What a role changes – and what it does not change
A role change affects only the management groups. A person's productive permissions (e.g., Review, Playbooks, Legal Agent) remain unchanged.
The Admin role grants User management, but not automatically full document viewing rights – that is a separate permission.
How-to: Make someone an Admin
Identify person – the person must already be a member of the Workspace. If not, invite them first (inviting is free and unlimited).
Assign "Admin" – in User management, set the person to Admin.
Result – the person can now manage Users and Teams. Only the management group is added; all previous productive permissions are retained.
How-to: Make someone a Billing Admin
4. If more is needed – if the person is also to manage billing, they must also be granted the permission for “Packages & Billing”.
Important Rules
The last remaining Admin cannot lose User management rights or be demoted – this ensures the Workspace always remains manageable.
For fine-grained changes beyond the three roles, individual permissions can be specifically granted or revoked.
Distinction
Roles regulate who manages the Workspace (User / Admin / Billing Admin).
Permissions regulate which individual functions a person is allowed to use.
Seats enable – where they apply – productive work.