Teams

Collaborate on vendor contract management by creating teams, inviting members, and sharing contracts across your organization.

Creating a Team

Create an organization to start collaborating with your team:

1. Click the org switcher dropdown in the sidebar
2. Select "Create Organization"
3. Enter your organization name
4. Click "Create" to set up your team

You can also create a team from Settings → Team. Once created, you'll automatically become the team admin.

Inviting Members

Invite colleagues to join your organization:

1. Go to Settings → Team
2. Click "Invite Member"
3. Enter the member's email address
4. Select a role: Admin, Member, or Viewer
5. Click "Send Invite"

The invited user will receive an email with a link to accept the invitation. They can join as an existing Renewly user or create a new account.

Domain Validation

Email addresses are validated when sending invitations to ensure they are well-formed and deliverable. You cannot invite an email address that is already a member of the organization.

Roles & Permissions

Each team member is assigned a role that determines their level of access:

Owner

• The workspace creator. Everything an admin can do, plus owner-only settings such as enabling department-scoped visibility
• Always sees all contracts
• Cannot be removed or demoted by other members

Admin

• Full access to all contracts in the organization
• Invite new members and manage existing members
• Change member roles
• Remove members from the organization
• Upload, edit, and delete contracts
• Manage team settings and departments

Member

• Upload, edit, and organize contracts
• Cannot invite or manage other members or change team settings
• If the workspace uses department-scoped access, members only see contracts in their assigned department(s)

Viewer

• Read-only access to organization contracts (limited to their assigned departments if the workspace uses department-scoped access)
• View contract details, extraction results, and analytics
• Cannot upload, edit, or delete contracts
• Cannot invite or manage other members

Managing Members

Admins can manage team members from Settings → Team:

• Change roles: Switch a member between Admin, Member, and Viewer
• Remove members: Remove a member from the organization

Switching Workspaces

Use the org switcher in the sidebar to switch between organizations if you belong to multiple teams:

• Click the org switcher dropdown to see all available workspaces
• Select a workspace to switch to it
• Contracts, analytics, and settings update to reflect the selected workspace

Team Settings

Access team settings by navigating to Settings → Team. From here you can:

• View all current members and their roles
• Send new invitations
• Manage pending invitations
• Change member roles
• Remove members

Invitation System

The invitation system is designed to be secure and straightforward:

• 7-day expiry: Invitations expire after 7 days if not accepted
• Resend with cooldown: You can resend an invitation, but there is a cooldown period between resends to prevent spam
• Accept as existing user: If the invited person already has a Renewly account, they can accept the invitation and join the team immediately
• Accept as new user: If they don't have an account, the invitation link guides them through registration before joining

Contract Sharing

Contracts uploaded to an organization workspace are shared with the team:

• By default, every member of the organization can see every contract
• If department-scoped access is enabled, members and viewers only see contracts assigned to their departments, while owners and admins see all
• Admins and members can upload and edit contracts; viewers have read-only access
• Analytics and renewal alerts follow the same visibility rules

Tier Limits

Team features vary by plan:

Free Plan

• 1 team
• Up to 3 members per team
• All core team features included

Pro Plan

• Unlimited teams
• Unlimited members per team
• All core team features included

Need to upgrade? Visit Account Settings to learn about upgrading to Pro.