The differences between a team owner, admin, member, and viewer

What are the differences between team owner, admin, member, and viewer in a Contractbook team?

The different roles of a Contractbook team are associated with different managerial rights and document access permissions. 

Team owner

The team owner has all managerial rights of the team and is the one responsible for their subscription. Team owners can:

• Build the team
• Add, deactivate and delete team members
• Add and remove team viewers
• View all team members' documents such as drafts, contracts, or uploads

• In addition, perform the following actions to all team members' drafts:

  • Add them to a shared folder
  • Move them to a private folder
  • Duplicate them
• Configure Centralized automations which run across all team members' accounts
• Give members and viewers permission to see other members' documents
• Access the Team folder 
• Review all team members' actions in the Activity feed
• Add and change the team logo
• Reactivate team members' accounts
• Change team members to guests 
• Confirm and request changes to the payment method (any billing requests can be submitted via this form)
• Request change of the team's owner
• Holds responsibility for the team's subscription plan
• Can only be an owner of one team at a time

Note: Nobody from the team members or viewers can see the team owner's documents by default unless the team owner gives them access.

Team Admin

• A Team Admin can be an admin in multiple teams
• Team Admin can do almost everything that a Team Owner can, with the only difference being that subscription/billing changes cannot be requested by an Admin
• Team admins can add new Team Members and Viewers, Remove or Deactivate them and can view all Team Documents
• The Admin is not responsible for the Team's subscription, the Team Owner is still the one responsible for that
• Team Admin cannot make changes to the Team's plan (Upgrades, Adding the extra Seats)
• A Team can have more than one Team Admins
• All Team Admins will have the same managerial rights over the team

Team member

• Is typically a colleague of the team owner
• Will automatically be on the same plan as the team owner
• Does not have any managerial rights in the team
• Can only view other team members or the owner's documents if granted permission by the team owner
• Can only be a member of one team at a time
• Can be deactivated or deleted completely 
• Can be reverted into a viewer
• Needs to accept a new invitation to become a member again if once converted into a viewer

Team viewer

• Is typically external e.g. an accountant or lawyer who sometimes needs to be able to access documents
• Does not have any managerial rights in the team
• Will not be set on the same plan as the team owner
• Neither the team owner nor team members can see the viewer's documents
• Can only view team members or owner's documents if given permission by the team owner
• Can be a member, viewer, or owner of another team 
• Needs to be removed entirely from the team first to be turned into a member