Team & Roles

For Owners and Admins · 5 min read

Lumipact has four workspace roles — Owner, Admin, Manager, and Viewer. Each role controls what a person can see and do across the whole workspace. For fine-grained access, you also assign entity-level roles so members only see the contracts that are relevant to them.

Roles explained

Owner

Full control over the workspace. The first person to create the workspace is the Owner. Owners can manage billing, delete the workspace, and promote other members to Admin. A workspace must always have at least one Owner.

Admin

Everything an Owner can do except manage billing and delete the workspace. Admins can invite and remove members, create and edit entities, change workspace settings, and access the audit log.

Manager

Can add, edit, and delete contracts they have entity access to. Cannot manage team members, entities, or workspace settings. A good fit for department leads who own a subset of contracts.

Viewer

Read-only access to contracts within their assigned entities. Can use Ask AI and download reports, but cannot create or edit contracts. Suitable for executives or auditors who need visibility without edit rights.

Tip: See the full permission matrix in the Roles & Permissions reference.

Inviting a team member

Go to Settings → Team.
Click Invite member.
Enter their email address and select a workspace role.
Click Send invite. They receive an email with a link to join.
Once they join, grant them access to the relevant entities from Settings → Entities.

Note: Inviting someone only sets their workspace role. They won't be able to see any contracts until you also grant them entity access.

Changing a member's role

Go to Settings → Team, find the member, and use the role dropdown. Role changes take effect immediately — the member's session updates on their next page load.

Removing a member

Click Remove next to the member in Settings → Team. This revokes their access immediately. Contracts they created or last edited are retained; the member's name is preserved in the audit log.

Departments

Departments are labels you attach to contracts (e.g. "Legal", "Finance", "IT"). They are used for filtering, reporting, and — when using the MCP integration — scoping AI access to a specific department.

Departments are managed in Settings → Workspace. Admins can add, rename, and remove departments. One department can be set as the default for new contracts.

Transferring ownership

To transfer the Owner role to another member, go to Settings → Team, promote the member to Owner, then change your own role if desired. There must always be at least one Owner — Lumipact will prevent you from removing the last one.

Entities Contracts