user_roles_permissions

User Roles & Permissions Guide

Detailed guide for understanding and managing user roles and permissions in ContractAI

Overview

This guide outlines the role-based access control (RBAC) system in ContractAI, detailing different user roles, their permissions, and how to manage access effectively.

Role Architecture

graph TD
    A[Role System] --> B[System Roles]
    A --> C[Custom Roles]
    A --> D[Role Management]

    B --> B1[Admin]
    B --> B2[Manager]
    B --> B3[User]

    C --> C1[Legal]
    C --> C2[Business]
    C --> C3[Compliance]

    D --> D1[Creation]
    D --> D2[Assignment]
    D --> D3[Audit]

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Role Hierarchy

graph TD
    A[Role Hierarchy] --> B[System Admin]
    A --> C[Organization Admin]
    A --> D[Department Admin]

    B --> B1[Full Access]
    B --> B2[System Config]
    B --> B3[User Management]

    C --> C1[Org Access]
    C --> C2[Dept Management]
    C --> C3[User Control]

    D --> D1[Dept Access]
    D --> D2[Team Management]
    D --> D3[Resource Control]

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Permission Structure

System Permissions

graph TD
    A[Permissions] --> B[Contract]
    A --> C[Workflow]
    A --> D[System]

    B --> B1[Create]
    B --> B2[Edit]
    B --> B3[Delete]

    C --> C1[Initiate]
    C --> C2[Approve]
    C --> C3[Review]

    D --> D1[Configure]
    D --> D2[Manage]
    D --> D3[Audit]

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Permission Flow

sequenceDiagram
    participant U as User
    participant R as Role
    participant P as Permission
    participant A as Action

    U->>R: Assign Role
    R->>P: Check Permissions
    P->>A: Validate Action
    A->>U: Grant/Deny Access

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Role Types

System Roles

graph TD
    A[System Roles] --> B[Admin]
    A --> C[Manager]
    A --> D[User]

    B --> B1[Full Access]
    B --> B2[User Management]
    B --> B3[System Config]

    C --> C1[Team Access]
    C --> C2[Workflow Management]
    C --> C3[Reporting]

    D --> D1[Contract Access]
    D --> D2[Basic Actions]
    D --> D3[Self Management]

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Custom Roles

graph TD
    A[Custom Roles] --> B[Legal]
    A --> C[Business]
    A --> D[Compliance]

    B --> B1[Contract Review]
    B --> B2[Legal Approval]
    B --> B3[Clause Management]

    C --> C1[Contract Creation]
    C --> C2[Business Approval]
    C --> C3[Value Management]

    D --> D1[Compliance Check]
    D --> D2[Risk Assessment]
    D --> D3[Policy Enforcement]

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Access Management

Access Control

graph TD
    A[Access Control] --> B[Authentication]
    A --> C[Authorization]
    A --> D[Audit]

    B --> B1[Login]
    B --> B2[2FA]
    B --> B3[SSO]

    C --> C1[Role Check]
    C --> C2[Permission Check]
    C --> C3[Access Grant]

    D --> D1[Logging]
    D --> D2[Monitoring]
    D --> D3[Reporting]

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Access Flow

sequenceDiagram
    participant U as User
    participant A as Auth
    participant R as Role
    participant S as System

    U->>A: Login Request
    A->>R: Verify Role
    R->>S: Check Access
    S->>U: Grant Access

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Role Management

Role Assignment

graph TD
    A[Role Assignment] --> B[User]
    A --> C[Group]
    A --> D[Department]

    B --> B1[Direct]
    B --> B2[Inherited]
    B --> B3[Temporary]

    C --> C1[Team]
    C --> C2[Project]
    C --> C3[Function]

    D --> D1[Organization]
    D --> D2[Division]
    D --> D3[Unit]

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Management Process

sequenceDiagram
    participant A as Admin
    participant R as Role
    participant U as User
    participant S as System

    A->>R: Create/Modify Role
    R->>U: Assign Role
    U->>S: Access System
    S->>A: Audit Log

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Best Practices

Role Design

graph TD
    A[Role Design] --> B[Principle]
    A --> C[Implementation]
    A --> D[Maintenance]

    B --> B1[Least Privilege]
    B --> B2[Separation]
    B --> B3[Hierarchy]

    C --> C1[Documentation]
    C --> C2[Testing]
    C --> C3[Deployment]

    D --> D1[Review]
    D --> D2[Update]
    D --> D3[Cleanup]

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Security

graph TD
    A[Security] --> B[Access]
    A --> C[Data]
    A --> D[Audit]

    B --> B1[Control]
    B --> B2[Monitor]
    B --> B3[Review]

    C --> C1[Protection]
    C --> C2[Encryption]
    C --> C3[Backup]

    D --> D1[Logging]
    D --> D2[Tracking]
    D --> D3[Reporting]

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Tools

Management Tools

graph TD
    A[Tools] --> B[Role]
    A --> C[User]
    A --> D[Audit]

    B --> B1[Creation]
    B --> B2[Assignment]
    B --> B3[Review]

    C --> C1[Management]
    C --> C2[Access]
    C --> C3[History]

    D --> D1[Logs]
    D --> D2[Reports]
    D --> D3[Alerts]

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Tool Flow

sequenceDiagram
    participant A as Admin
    participant T as Tools
    participant S as System
    participant U as User

    A->>T: Use Tool
    T->>S: Apply Change
    S->>U: Update Access
    U->>S: Verify Access

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Need help? Contact our security team at security@contractai.com or visit our Security Portal

Next Steps

1. Review roles
2. Assign permissions
3. Configure access
4. Test security
5. Monitor usage
6. Regular audit

Additional Resources

• Security Guide
• User Management
• Access Control
• Security Portal