User Types & Roles
Loyva uses three roles to enforce separation of duties — especially around vaulted authoritative copies. Choose the role that matches each team member's day-to-day responsibilities.
The Three Roles
Admin — Full system access. Manages users, templates, integrations, billing, reports, and the vault. Can create, send, and vault documents. Use sparingly.
Sales — Client-facing work. Creates and manages their own clients, builds proposals, sends documents for signature, and tracks status. Cannot manage templates, vault documents, or access Reports/Settings beyond personal preferences.
Custodian — Post-signature compliance. Views vaulted documents, downloads Reference Copies and Audit Logs.. Cannot create, edit, or send documents — by design, to preserve authoritative-copy integrity under UCC § 9-105.
Steps
Open Settings → Team.
Review the Role column for each member.
Click a user to change their role if responsibilities have shifted.