Understanding User Roles

Pactly uses a role-based access control system with four distinct roles. Each role provides different levels of access to features and capabilities. This guide helps you understand which role is appropriate for each team member.

Best for: Business users who need to request contracts but don’t manage the contracting process.

Key capabilities:

• Create contract requests using templates
• View and track their own requests
• Withdraw their own requests

Limitations:

• Cannot access the Manage or Review modules
• Cannot view other users’ contracts or requests

Best for: Contract managers and legal team members who handle day-to-day contract operations.

Key capabilities:

• Full access to Create and Manage modules
• Create, edit, and manage contracts
• Request signatures and approvals
• Use playbooks to review contracts
• Archive and terminate contracts

Limitations:

• Cannot approve or reject contracts
• Cannot create or edit templates
• Cannot manage users or organization settings

Best for: Senior legal staff, general counsel, or procurement leads who need approval authority.

Key capabilities:

• Everything Standard can do
• Approve and reject contracts
• Create and manage templates
• View all users in the organization

Limitations:

• Cannot delete contracts, playbooks, or templates
• Cannot manage users or groups
• Cannot access organization settings

Best for: System administrators, legal operations managers, or team leads responsible for system configuration.

Key capabilities:

• Full access to all features
• Manage users, groups, and roles
• Configure organization settings
• Set up integrations (DocuSign, etc.)
• Delete records when necessary

Limitations:

• None - full system access

Only Admin users can assign or change user roles.

Step 1: Navigate to Administration > Users.

Step 2: Select the user whose role you want to change.

Step 3: Update their role in the user details panel.

Step 4: Save your changes.

• User role permissions matrix - Complete permission details
• Using groups for document access