Invite your team
Add Workspace members and choose the right role for each person in Your Company.
Workspace members have paid seats and sign in to Your Company. External counterparties do not need a seat when they use a secure review link.
Choose a role
Manages Workspace settings, members, Templates, the Clause Library, Playbooks, and all Matters.
Creates and edits Matters, drafts documents, manages Turns, and sends counterparty reviews.
Reviews approval requests and records decisions. Access is limited to Matters routed to them unless separately granted.
Reads permitted Matters and downloads documents but cannot change contract content or workflow state.
Send invitations
Open the members page
Go to Settings > Members, then select Invite members.
Add people and roles
Enter one or more work email addresses. Assign a role to each person. You can change roles later without removing Matter history.
Review access
Select Send invitations. Invitations expire after seven days. An Admin can resend or revoke a pending invitation from the members page.
If your organization uses single sign-on, review sign-in and SSO troubleshooting before inviting the full team.