How Party Roles and Notification Channels Work in Knuula

Knuula keeps who is involved with a party separate from what they receive. Your firm’s team role titles (such as Main Partner or Staff Member) are flexible labels you define on a party, while a fixed set of notification channels (Sender, Approver, Creator, Approval Requested, Contract Completed) get mapped onto those roles so Knuula knows who to notify for each step of a contract.

Team roles — the flexible part

Team roles are the slots you fill with a specific team member on each party. They can be named anything your firm wants — common examples include Main Partner, Audit Partner, Staff Member, and Other Role. To see or edit the team assigned to a party:

1. Open the Parties tab and click the party you want to update, then choose Manage Party.
2. Switch to the Team tab.
3. For each role shown, pick the firm user who should fill that slot (for example, assign Jamie Peebles as Main Partner).
4. Click Save.

Notification channels — the fixed part

Notification channels are the built-in system events Knuula fires during a contract’s lifecycle. Each channel gets mapped to one of your team roles on a template, so the right person is notified based on the party you’re preparing the contract for. The core channels are:

• Sender — the person whose name the contract is sent from.
• Approver — the person who has to approve a contract before it goes out.
• Approval Requested — the person who receives the request to approve.
• Creator — the person who drafted the contract.
• Contract Completed — the person who is notified when the contract is fully signed.
• Firm Party / Client Party — indicators of which side of the engagement a role sits on.

Seeing channels on a contract preview

When you preview a contract, each person on the left-side panel shows the channels they are filling for that contract. For example, the Main Partner slot may show Firm Party, Sender, Approver, and Approval Requested all at once — because the template maps all four of those channels to the Main Partner role.

Changing which role receives which channel

Channel-to-role mapping is set on the template, not on the party — that way any contract produced from the template inherits the same routing.

Please note: Because channels are mapped on the template and filled by the party’s team assignments, you should keep every party’s Team tab up to date. If a role slot is empty, any channel mapped to it will have nobody to notify for that contract.