Adding and managing members | Juro Help Center

Contents 🚀

Introduction
Understanding Juro's permissions sets
1. Organisation-level permissions
2. Workspace-level permissions
Adding a new member to your Juro environment
NB: Accepting an invitation to join Juro
Member Groups
Changing document owners
Deleting a member group
Deleting a user from your workspace

Introduction 👋

With Juro's member groups feature, Org Admins can now manage user access more efficiently by creating user groupings with specific roles and adding these to workspaces (formerly Teams).

Our team is actively building out our Permissions design design but for now, it's helpful to keep a few things in mind:

Org Admins (explained further here) must add users to a member group to grant them access to individual workspaces (previously Teams).
If a user is added to a member group with access to a workspace, they can see and access all its documents. 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 permissions sets on Juro: organisation-level (or 'org-level') and workspace-level.

Within these permissions 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 who do not have Org Admin access ('Org Members') cannot make any of the above changes environment-wide, 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 permissions sets as required across your Juro environment.

These permissions sets are outlined in more detail below 👇

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) 🔨

Changing access levels for members of their workspace(s) 🔑

Removing users from their workspace (only Org Admins can add new members) ⛔

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 Q&A flow ❓

adding or removing signatories, approvers or recipients ✍️

creating and applying Rules ⚖️

An editor cannot create or add templates to a workspace or make any of the workspace-wide changes available to Workspace Admins.

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 directly edit document text.

For a more concise overview of permissions across the different tiers, please click here.

Depending on a user’s role within a workspace, they'll automatically be added to one of the above groups. You can rename these groups and add or remove users as needed.

Workspace viewers 🔭

Viewers have a read-only role and can view any contracts they have access to within a workspace. They cannot edit any contents of existing contracts (including smartfields) or upload/create new contracts.

This role is intended for workspace members who need to take actions such as signing or review but don't need any editing rights.

Adding a new member to your workspace 🎟️

To invite a new user to join your workspace:

1. In your Settings, open the Members section.

2. On the right-hand side, under your profile icon/image click + Add member.

2. Type the email address of the recipient and click Continue.

3. 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 via email to notify them.

Users must complete all steps in this process, as not doing so can lead to functionality issues later on (e.g. receiving notifications, not being visible in internal signatory, approvers, 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 your Organization Settings. Once here:

1. Click Members & Groups and then Groups.

2. Click + Add group.

3. Type in the name for your group (this should reflect the group's purpose, e.g. Sales Team - Editors) and click Create.

Now, it's time to add the relevant members to your group!

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 your Organization Settings, click Workspaces.

2. Select the workspace you'd like to add your group to and click Permissions. Then, type the name of your preferred member group; this will filter the list of options down.

3. Once you've selected the relevant group(s), set the permissions for this workspace and click Save Changes when you're done.

Next, it's time to add the relevant members to your group!

Adding users to a member group ✒️

The best thing about having separate groups for your workspace is that you can decide what users can access the documents in each group. To do this, in the group:

1. Go to the relevant group and click + Add member: this will display a list of all of the active users across your organization.

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 ✋

Need to update a user's access? No problem, this can be done in a few clicks. 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 on the X icon that appears.

2. On the popup that appears, select Yes, remove.

Deleting a members group 🗑️

To delete a member group entirely:

1. Open the Groups tabs, hover over the name of the group you’d like to delete. Then, click on the X icon that appears.

2. On the popup that appears, select Yes, delete.

Deleting users from your workspace 🍃

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 in the Workspaces tab of your settings, 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 change the owners of contracts and templates. 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. In the pane that opens, 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.

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 mentioned above, our Product Team is working hard to improve this part of the platform to make it a seamless experience for our customers.

We update this article regularly to reflect the developments they make. In the meantime please do submit any feedback you may have to either the Juro Support Team or your Customer Success Manager. This goes a long way towards building the most impactful feature possible.

💁‍♀️ 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 your query to support@juro.com 🚀