docs.fusial

Sharing and permissions

Roles control who can do what in your workspace. Sharing a contract means inviting someone to your organization.

Fusial's permission model is organization-scoped: every contract belongs to one organization, and access is determined by your role inside that organization. If someone is in your workspace, they can see the contracts their role allows.

Roles

Every member has one of four roles:

RolePermissions
ownerAll admin actions plus billing, member removal of admins, organization deletion.
adminManage members, settings, integrations, and all contracts.
memberUpload, review, decide on edits, run AI passes, export contracts.
viewerRead-only across the workspace. Cannot mutate any record.

Viewer is enforced at the data layer, not just the UI — viewers can never write to a contract, even if a UI element appears reachable.

Sharing a contract

You don't share individual contracts. You add people to your organization, and they pick up access according to their role:

  1. Open the Members page from the sidebar (owners and admins only).
  2. Click Invite member.
  3. Enter the email address and pick a role.
  4. Send.

The invitee gets an email with a sign-up link. Once they accept, they have access to every contract their role allows.

Changing someone's role

Owners and admins can change a member's role from the Members page. Role changes take effect immediately:

  • Promoting a viewer to member unlocks every write action.
  • Demoting a member to viewer revokes write access while preserving their audit history.
  • Promoting a member to admin gives them member management and settings access.

Removing someone

Removing a member from the Members page:

  • Revokes their access to every contract immediately.
  • Clears any assignments routed to them.
  • Preserves their audit history — past actions still show their name.

To revoke access for a single deal without removing the user from the workspace, change their role to viewer if they should no longer be making decisions.

What an external counterparty sees

Counterparties never have access to your Fusial workspace. They interact with your contracts through .docx exports you send them — see Exporting your contract. Internal comments, assignments, and audit events are never included in exports.

Related

Assigning documents to teammates
Route work to specific reviewers within the permissions their role gives them.
Data security & privacy
How tenant isolation, authentication, and audit logging back the role model.