The three roles

• Admin: full control of the organization, billing, team, and settings.

• Sales: focused on clients, proposals, and signature workflows.

• Custodian: responsible for vaulted Authoritative Copies and compliance.

Admin

• Invite, edit, and remove team members.

• Change anyone's role (except their own if it leaves the org without an Admin).

• Manage Organization Settings: branding, timezone, notifications, integrations.

• Configure Compliance: vault PINs, reminder policy, retention.

• View Reports and Billing.

• Access all clients, proposals, documents, and the vault.

Sales

• Create and manage clients they are assigned to.

• Build and send proposals, track views, accepts, declines.

• Upload documents and send them out for e-signature.

• Manage their own integrations (Gmail, Outlook) under My Preferences.

• Cannot invite users, change roles, edit org settings, or open the vault.

Custodian

• Receives the Custodian Dashboard focused on vaulted contracts.

• Can vault in signed contracts (create Authoritative Copy + audit log).

• Can view Authoritative Copies for clients they're assigned to.

• Cannot download or print Authoritative Copies (per UCC § 9-105).

• Cannot send proposals or manage org settings.

Quick comparison

Use this as a cheat sheet:

• Invite team → Admin only.

• Send proposals → Admin, Sales.

• Vault in contracts → Admin, Custodian.

• Download Authoritative Copy → Admin only.

• Billing → Admin only.

Changing someone's role

1. Go to Settings → Organization Settings → Team Members.

2. Click the role dropdown next to the person's name.

3. Pick the new role and confirm.