User Roles

Contract Management

Updated: March 19, 2024

Admin users may review, add and update user roles for any user at Settings > Users & Groups on the Users tab. User roles determine which functions are available to each user when viewing records. Following are descriptions of each user role.

The Lextree user roles are:

Admin

Views, adds and edits users, groups, and lookups.

Editor

Views, adds and edits records in assigned groups.

Reader

Views records in assigned groups.

Requester

Views, adds and edits contract and documents requests.