💡 NOTE:
Org Admins (explained further here) must add users to a member group to grant them access to individual workspaces.
If a user is added to a member group with access to a workspace, they can see and access all documents from the relevant templates. If a new member group is added later, access to specific documents must be assigned (see here for further guidance).
Understanding Juro's permissions sets 🔒
There are two permission sets on Juro: organisation-level (or 'org-level') and workspace-level.
Within these permission sets are access tiers that have varying capabilities. You will see the Admin designation in both your permission sets and their tiers, but these operate separately, which is explained further below.
Organisation-level permissions 🌍
When you add a new user to your Juro workspace, you can grant them org-level Admin access.
|
Organisation Admins (or 'Org Admins') can make environment-wide changes, i.e., changes that will apply across your entire Juro instance.
Creating and deleting workspaces ␡
Changing organisation information, settings and branding 🎨
Inviting new members to join Juro, adding them to workspaces and assigning the relevant permissions within those workspaces 🙋♂️
Removing users from Juro ⛔
Setting up integrations ⛓️
Those without Org Admin access cannot make any of the above changes, even if they have Admin-level permissions for any of the workspaces they're members of.
Workspace-level permissions 🏈
Workspace Admins have high-level permissions for the workspaces where they have been granted Admin status. These permissions are set on a workspace-by-workspace basis, so you can give your members different permission sets as required across your Juro environment.
Workspace Admins ⛑️
Members with workspace-level Admin access can make workspace-wide changes, such as:
Creating/editing templates and publishing them for use within their workspace(s) 🔨
Creating and editing folder structures 📂
Setting contract owners & adjusting contract/template permissions 📄
Managing Contract Reader settings for their workspace(s) 🛰️
Workspace Editors ⛏️
Editors can create new contracts from templates and make changes to these contracts, such as:
Adding or removing text 🔤
Creating or removing smartfields 🔘
Adding or removing questions from the Forms flow ❓
Adding or removing signatories, approvers or recipients ✍️
Creating and applying Rules ⚖️
The Templates section will also not be visible or accessible to Editor-level members of a workspace.
Workspace Users 👤
Users in a workspace can create new contracts, edit smartfields and add signatories, approvers and recipients. They can't otherwise change the structure of a contract. This is ideal for those in your workspace -such as recruiters or salespeople- who don't need to edit document text directly.
Workspace viewers 🔭
Viewers have a read-only role within a workspace. This tier is intended for members who need sight of the document, but don't require editing rights.
Adding members to workspaces 🎟️
To invite a new user to join your workspace:
1. In Settings, open the Members section. |
|
2. Under your profile icon/image, click + Add member. |
|
3. Type the email address of the recipient and click Continue. |
|
4. Set the new users' org-wide permissions and add them to the relevant groups. When you're ready, click Send invites. |
|
Accepting an invitation to join Juro 🚪
When you add a Juro user to your workspace, they'll receive an invitation email.
Users must complete all steps in this process, as not doing so can lead to functionality issues later (e.g., not receiving notifications or not being visible in internal signatory, approver, or reminder dropdowns).
💡 NOTE: Users who are invited to Juro but haven’t accepted the email invitation yet will show as an email address highlighted in yellow in the Members tab of your Members & Groups section.
Once they’re all set up, you’ll see their full name displayed.
Creating member groups 🔨
A member group can be easily created from the Members section of your Organization Settings:
1. In Members & Groups, open the Groups tab and click + Add group. |
|
2. Type in the name for your group (this should reflect the group's purpose, e.g. Sales Team - Editors) and click Create. |
|
Adding a member group to a workspace 🌎
You must now add your member group to your workspace and give it a defined role. To do this:
1. In the Workspaces portal, click the Groups link for the relevant workspace. |
|
2. Select the group you'd like to add; typing the name of your preferred member group will filter the list of available options down. Choose their permission tier and click Save changes. |
|
Adding users to a member group ✒️
You can set which groups have access to what documents in each workspace. To do this, from the Groups section:
1. Click + Add member under the relevant group to display a list of all of the active users across your Juro environment. |
|
2. Add the relevant users to the group: type the name to filter down the user list and then click on the name of the user you'd like to pick. |
|
Going forward, you can manage a user's group settings in the Members tab of the Members & Groups section. |
Removing users from a members group ✋
To remove a user from a particular member group:
1. Open the list of group members in the Groups tab and hover over the name of the user you'd like to remove. Then, click the X that appears. |
|
2. On the pop-up that appears, select Yes, remove. |
|
Deleting a members group 🗑️
To delete a member group entirely:
1. Open the Groups tab, hover over the name of the group you’d like to delete. Then, click on the X icon that appears. |
|
2. On the pop-up that appears, select Yes, delete. |
 |
Deleting users from your Juro environment 🍃
To delete users from your Juro workspace, open the Members tab and hover over the user's name on the left. Click on the X that appears to remove them as a Juro user.
Configuring workspace settings 🗜️
By clicking on the Workspace name on the Workspaces page, you customise the information for that specific workspace. You can:
1. Populate the information fields for your new workspace. |
|
2. Populate the branding fields for your new workspace. |
|
Changing document owners 🤽
💡 NOTE: Only workspace admins can update template/contract owners. Being the owner of a document or template does not grant any additional access for workspace members, as their role is defined at the workspace level.
Changing contract ownership ⬅️ ➡️
For individual contracts, you can transfer document ownership to any member with access to the same workspace. To do this:
1. Access the relevant contract and click the Permissions icon. |
|
2. Click Transfer next to the current owner's name. |
|
3. Hover over the new owner and click Make owner, and then Save changes to complete the ownership transfer. |
|
Changing template ownership 📌
You can transfer template ownership to any other admin in the same workspace. To do this:
1. Access the relevant contract and click the Permissions icon. |
|
2. Click Transfer next to the current owner's name. |
|
3. Hover over the new owner and click Make owner. |
|
4. Click Save changes to complete the ownership transfer. |
|
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email us at support@juro.com 🚀