---
title: Managing Roles
description: Roles define the actions that users can perform on Concord, such as signing agreements, inviting third-parties, creating templates, and much more.
---

[Skip to content](https://help.concord.app/hc/en-us/articles/205605529-managing-roles#main-content)

English

Show submenu for translations

![](https://help.concord.app/hs-fs/hubfs/Logo-WhiteBackground.png?width=100&height=75&name=Logo-WhiteBackground.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Concord Support Center](https://help.concord.app/?hsLang=en)
2. [Adding Users & User Roles](https://help.concord.app/adding-users-user-roles?hsLang=en)
3. [Administration](https://help.concord.app/adding-users-user-roles?hsLang=en#administration)

# Managing Roles

## Roles define the actions that users can perform on Concord, such as signing agreements, inviting third-parties, creating templates, and much more.

### Navigating to the Roles page

- From your Document Inbox,  click on the gear ⚙ icon in the bottom left of your screen and then click **Roles.**

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-05-29%20at%208-55-53%E2%80%AFAM-png.png?width=3434&height=1442&name=Screenshot%202024-05-29%20at%208-55-53%E2%80%AFAM-png.png)

### System Roles

All Concord accounts come with several pre-configured roles.  These System roles cannot be modified or removed from the platform. 

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-19%20at%2012-52-42%E2%80%AFAM-png.png?width=668&height=404&name=Screenshot%202024-01-19%20at%2012-52-42%E2%80%AFAM-png.png)

 

| **Viewer** | For users that need to view or access documents and rich context only. No other actions are permitted. This is a read-only role. **Users assigned the viewer roles do not use a paid seat.** |
| --- | --- |
| **Collaborator** | For users who work with documents in a limited capacity. Collaborators can create and edit draft documents, collaborate on documents, and upload signed documents. They cannot create Templates. *If desired, Collaborators can be granted the right to sign by turning this setting on in Company Settings \> Preferences.* |
| **Creator** | For users who need full access and control to manage all aspects of the contract lifecycle. Creators can perform all actions on Concord *except* **managing users, listing all tags, assigning users to teams, and assigning roles.** |
| **Creator - Team Manager** | For users who can perform all actions permitted to Administrators *except* accessing documents through [Administrator Access](https://support.concordnow.com/hc/en-us/articles/205819029?hsLang=en) and listing all tags. |
| **Creator - Administrator** | ALL actions permitted. **Administrators are the only role that can manage folders and folder hierarchy.** |

*Note: By default, the first user created in your company account is assigned the "Creator - Administrator" role. All subsequent users are assigned a role when they are added to the account. By default, new users are assigned to the Viewer role. Each user can be assigned only one role per company/[subsidiary](https://support.concordnow.com/hc/en-us/articles/204428155-Manage-subsidiaries?hsLang=en) account.* 

### Custom Roles

Administrators can create and assign as many **Custom Roles** as they need for a more customized experience. Custom roles can be modified by an Administrator at any time. 

*Note: After you modify a Role, users assigned to that Role will need to refresh the page for the changes to take effect.*

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-19%20at%2012-53-22%E2%80%AFAM-png.png?width=358&height=158&name=Screenshot%202024-01-19%20at%2012-53-22%E2%80%AFAM-png.png)

### How to create a Custom Role

Administrators can **create a custom Role** by following these steps:

1. Navigate to Company settings \> **Roles**.
2. Click the **Add new role** button in the top-right corner of the page.
3. Enter the Role name and Description (optional).
4. Grant specific permissions for the role using the toggles.
5. Click the **Save settings** button in the top-right corner of the page to save.

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-19%20at%2012-53-51%E2%80%AFAM-png.png?width=688&height=664&name=Screenshot%202024-01-19%20at%2012-53-51%E2%80%AFAM-png.png)

 

- [FAQs](https://help.concord.app/faqs?hsLang=en)
- [Document View](https://help.concord.app/document-view?hsLang=en)
- [Reports](https://help.concord.app/reports?hsLang=en#main-content)

    - [Reports & Analytics](https://help.concord.app/reports?hsLang=en#reports-analytics)
- [Integrations](https://help.concord.app/integrations?hsLang=en)
- [Data & Analytics](https://help.concord.app/data-analytics?hsLang=en#main-content)

    - [Reports & Analytics](https://help.concord.app/data-analytics?hsLang=en#reports-analytics)
- [Adding Users & User Roles](https://help.concord.app/adding-users-user-roles?hsLang=en#main-content)

    - [Administration](https://help.concord.app/adding-users-user-roles?hsLang=en#administration)
- [Product Updates & Enhancements](https://help.concord.app/product-updates-enhancements?hsLang=en#main-content)

    - [New Features](https://help.concord.app/product-updates-enhancements?hsLang=en#new-features)
- [Collaboration](https://help.concord.app/collaboration?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/collaboration?hsLang=en#working-in-concord)
- [Users and Sharing](https://help.concord.app/users-and-sharing?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/users-and-sharing?hsLang=en#working-in-concord)
- [Billing and Subscriptions](https://help.concord.app/billing-and-subscriptions?hsLang=en)
- [Managing Your Preferences](https://help.concord.app/managing-your-preferences?hsLang=en#main-content)

    - [Setting Up Your Account](https://help.concord.app/managing-your-preferences?hsLang=en#setting-up-your-account)
- [Single Sign-On & Login Integrations](https://help.concord.app/single-sign-on-login-integrations?hsLang=en#main-content)

    - [Integrations & API](https://help.concord.app/single-sign-on-login-integrations?hsLang=en#integrations-api)
- [Documents & Contracts](https://help.concord.app/documents-contracts?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/documents-contracts?hsLang=en#working-in-concord)
- [Templates](https://help.concord.app/templates?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/templates?hsLang=en#working-in-concord)
- [Approval Workflows](https://help.concord.app/approval-workflows?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/approval-workflows?hsLang=en#working-in-concord)
- [Account Settings](https://help.concord.app/account-settings?hsLang=en#main-content)

    - [Administration](https://help.concord.app/account-settings?hsLang=en#administration)
- [Concord API](https://help.concord.app/concord-api?hsLang=en#main-content)

    - [Integrations & API](https://help.concord.app/concord-api?hsLang=en#integrations-api)
- [Salesforce Integration](https://help.concord.app/salesforce-integration?hsLang=en#main-content)

    - [Integrations & API](https://help.concord.app/salesforce-integration?hsLang=en#integrations-api)
- [Collaboration Functionality](https://help.concord.app/collaboration-functionality?hsLang=en#main-content)

    - [Administration](https://help.concord.app/collaboration-functionality?hsLang=en#administration)
- [Managing Your Documents](https://help.concord.app/managing-your-documents?hsLang=en#main-content)

    - [Setting Up Your Account](https://help.concord.app/managing-your-documents?hsLang=en#setting-up-your-account)
- [Automation Workflows](https://help.concord.app/automation-workflows?hsLang=en)
- [Intake Forms](https://help.concord.app/intake-forms?hsLang=en)
- [Deadlines management](https://help.concord.app/deadlines-management?hsLang=en)
- [AI](https://help.concord.app/ai?hsLang=en#main-content)

    - [MCP](https://help.concord.app/ai?hsLang=en#mcp)
- [Agents](https://help.concord.app/agents?hsLang=en)
- [E-Signature](https://help.concord.app/e-signature?hsLang=en)

[![Chill listening crop-3](https://help.concord.app/hs-fs/hubfs/complete-logo-sunrise@2x.png?width=117&height=24&name=complete-logo-sunrise@2x.png "Chill listening crop-3")](http://concordnow.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Concord