Contents 🚀
Understanding Juro's permissions sets
Member Groups
Changing document owners
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). |
We've moved away from our Teams and Members framework, so things now work slightly differently.
Our team is actively building out this new design but for now, it's helpful to keep a few things in mind:
|
Understanding Juro's permissions sets 🔒
There are two levels of permissions sets on Juro: organisation-level (or 'org-level') and workspace-level.
You will see the Admin designation in both permission sets, but these operate separately and differently from one another.
Organisation-level permissions 🌍
When you add a new user to your Juro workspace, you have the option to grant them Admin access at the Organisation level.
|
Organisation Admins (or 'Org Admins') can make environment-wide changes, i.e., changes that will apply across your entire Juro instance. These include:
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 that they are 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 workspaces.
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
Changing access levels for members of the workspace where they have Admin access
Removing users from their workspace
Managing Contract Reader settings for workspaces where they have Admin access.
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.
Users 👤
Users in a workspace can create new contracts, edit smartfields and add signatories, approvers and recipients; but can't otherwise change the structure of a contract. This is ideal for users 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 1 of the above groups. You can rename these groups and add or remove users as needed.
Adding a new member to your workspace 🎟️
To invite a new user to join your workspace:
1. In your Settings, open the Members & Groups section and click + Add members. |
|
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 be displayed as an email address in the list of members.
|
Creating member groups 🔨
A member group can be easily created from within 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 now need to 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.
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 team is working hard to improve this part of the platform to make it as seamless an experience as possible for our customers.
We are updating 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 🚀
|