Overview of the Organizations Page

The Organizations page is your central hub for managing your firm's Knuula team. From here you can add and remove team members, control their access levels, and configure advanced permissions for each user.

Navigating to the Organizations Page

Click Organizations in the left sidebar. You'll see a list of all current team members. Members who have completed their signup display with an avatar; those who haven't yet will show as Pending Sign Up.

Adding a Team Member

Click New Member in the top right to invite someone to your firm. You'll need their first name, last name, and email. You can choose to send them an invitation email immediately or notify them later. When adding a member, you'll assign them an initial access type: Admin, Member, or Guest.

Editing a Team Member and Managing Permissions

Click any team member's name to open their profile. From there you can update their name, title, and credentials, as well as configure advanced permissions:

• Email Notifications — set whether they receive Default, Always, or No contract notifications.
• Drafting Permissions — control whether they can edit and publish to the master template library.
• Connect Permissions — grant API access for firms using the Knuula API.
• Bulk Creation — allow a member to create more than the standard 250-contract page limit.
• Revising Permissions — control the extent to which a member can revise contracts.
• Organization Settings — allow a member to edit firm-level details like name and location.

Removing a Team Member

Click the team member's name and select Delete Team Member to immediately revoke their access.

Need help? If you have questions or can't find a permission setting, reach out to us at support@knuula.com.