Help Center | DealView

DealView uses role-based access control (RBAC) to manage who can view, edit, and administer contracts and settings.

Role Overview

Built-in Roles

Role	Description	Typical Users
Owner	Full control, billing access	Account creator
Admin	Manage users, settings, all contracts	IT admins, legal leads
Editor	Create, edit, delete own contracts	Legal team, contract managers
Viewer	Read-only access	Executives, auditors

Enterprise Feature

Custom roles are available on Professional and Enterprise plans.

Role Capabilities

Capability	Owner	Admin	Editor	Viewer
View contracts	Yes	Yes	Yes	Yes
Upload contracts	Yes	Yes	Yes	No
Edit contracts	Yes	Yes	Own	No
Delete contracts	Yes	Yes	Own	No
Manage folders	Yes	Yes	Yes	No
Invite users	Yes	Yes	No	No
Change settings	Yes	Yes	No	No
Manage billing	Yes	No	No	No
Delete workspace	Yes	No	No	No

Permission Hierarchy

DealView permissions follow a hierarchy:

Workspace → Folder → Contract

How Inheritance Works

Workspace permissions set the default for all content
Folder permissions can restrict access within the workspace
Contract permissions can further restrict specific items

Restrictive Only

Permissions can only become more restrictive down the hierarchy. A folder can't grant more access than the workspace allows.

Example Scenario

Workspace: All users can view
└── HR Folder: Only HR team can view
    └── Salary Contract: Only HR Director can view

Managing User Permissions

Inviting Users

Go to Settings > Team
Click Invite Member
Enter email address
Select role
Optionally restrict to specific folders
Send invitation

Changing User Roles

Go to Settings > Team
Find the user
Click the role dropdown
Select new role
Confirm change

Changes take effect immediately on next page load.

Removing Users

Go to Settings > Team
Find the user
Click Remove
Choose what happens to their content:
- Transfer to another user
- Keep in workspace (admin access)
- Delete (not recommended)

Content Ownership

When removing users, always transfer their contracts to ensure continuity.

Folder Permissions

Setting Folder Access

Navigate to the folder
Click Folder Settings (gear icon)
Select Permissions tab
Choose access level:
- Inherit - Use workspace defaults
- Restricted - Only specified users/roles
- Private - Only you and admins

Folder Permission Options

Setting	Description
Inherit from workspace	Default workspace permissions apply
Specific users	Only named users can access
Specific roles	Only users with certain roles
Private	Hidden from all except owner and admins

Nested Folder Behavior

Child folders inherit parent permissions unless explicitly overridden.

Sales (All editors)
└── Confidential (Only Sales Manager)
    └── Pending Deals (Inherits: Only Sales Manager)

Contract-Level Permissions

When to Use

Use contract-level permissions for:

Highly sensitive agreements
Board-level contracts
HR/personnel matters
Confidential negotiations

Setting Contract Access

Open the contract
Click Settings (gear icon)
Select Access tab
Add or remove users/roles
Save changes

Custom Roles (Enterprise)

Create roles tailored to your organization.

Creating Custom Roles

Go to Settings > Roles
Click Create Role
Name the role (e.g., "External Counsel")
Select permissions:
- Contract access levels
- Feature access
- Administrative capabilities
Save role

Custom Role Examples

Custom Role	Permissions
External Counsel	View assigned contracts, add comments
Department Head	Full access to department folder only
Auditor	View all, download reports, no edit
Contractor	View specific contracts, limited time

Role Templates

Start from templates:

Reviewer - Read and comment only
Contributor - Upload and edit own
Manager - Full access to specific folders
Auditor - Read-only with export

Permission Best Practices

Principle of Least Privilege

Grant the minimum access needed:

Start with Viewer role
Upgrade to Editor when needed
Reserve Admin for those who need it
Limit Owner to account managers

Folder-Based Organization

Organize by access needs:

workspace/
├── All Company/        (Everyone)
├── Legal Team/         (Legal only)
├── HR Contracts/       (HR only)
└── Executive/          (Executives + Legal)

Regular Audits

Review permissions periodically:

Check who has Admin access
Review external user access
Remove inactive users
Verify folder permissions match needs

Common Permission Scenarios

Scenario: External Law Firm

Goal: Law firm reviews specific contracts

Create "External Counsel" custom role
Create folder for their contracts
Set folder permissions to External Counsel role
Invite law firm users with External Counsel role

Scenario: Department Isolation

Goal: HR can only see HR contracts

Create "HR Contracts" folder
Set folder to "Restricted"
Add only HR team members
Move all HR contracts to folder

Scenario: Read-Only Auditor

Goal: Auditor views all, edits nothing

Invite auditor with Viewer role
Grant workspace-wide view access
Enable "Export Reports" permission
Set time-limited access (Enterprise)

Troubleshooting

User can't see a contract?

Check folder permissions
Verify user role
Look for contract-level restrictions
Confirm user accepted invitation

User has too much access?

Review their role assignment
Check folder permissions
Look for inherited permissions
Consider custom role

Permission change not working?

User may need to refresh page
Clear browser cache
Re-login if using SSO
Contact support if persists

Audit Logs

Track permission changes:

Go to Settings > Security > Audit Logs
Filter by "Permission" events
View who changed what, when

Available events:

User role changes
Folder permission changes
Contract access modifications
User invitations and removals

Permission Management