Add team members
Organization admins can invite teammates. Members cannot send invitations. To add new members to your GC AI Organization, follow these steps:- Open the GC AI homescreen.
- Open Settings and select the Organization tab.
- In Team Management, choose Invite.
- Enter one or more teammate email addresses.
- Send invitations.
Manage your team
If you are an administrator in your GC AI Organization, you can:- View all organization members
- Manage member permissions, such as designating other admins
- Remove members from the organization
- Export the member list in CSV or XLSX format
- Monitor team activity
- Control organization-wide settings
- Implement Single Sign-On (SSO) for secure team access (email support@gc.ai for instructions)
Manage user groups
User groups organize people by practice area, division, region, or team. After you create a group, you can share resources with everyone in it.Create a user group
- Open Settings.
- Select User groups.
- Select Create group.
- Enter a unique name and an optional description.
- Select Create.
- Open the group and use Search to add a member to build the roster.
Group roles
If you are not an organization admin, you must promote another member before removing or demoting a group’s last owner. Organization admins can leave a group without an owner and perform any group action without joining it.
Group roles manage the group itself. Product roles assigned to a group grant product permissions to its members.
Group details and limits
- Group names must be unique within the organization.
- A person can belong to multiple groups.
- Groups cannot contain other groups.
Review join requests
If your organization allows join requests, admins can review them from Settings → Organization:- Open the Join Requests section.
- Review the requester details.
- Approve or reject the request.
Manage member access
Organization admins manage access from the Organization settings page.Access types
The Access column shows each member’s current access:- Legal seat: Uses a paid seat and can activate any permission granted by the member’s roles.
- Legal seat · External organization: The member has a Legal seat through another organization.
- Trial access: Can activate any assigned permission while the trial remains active.
- Stakeholder seat: Uses limited, organization-specific Contract Intelligence permissions without consuming a Legal seat.
- View only: Keeps limited read access where permitted.
Change a member’s access
- Open Organization settings.
- Find the person under Current members.
- Select their badge in the Access column.
- Choose Legal seat or Stakeholder seat. To return someone to View only, choose Remove Legal seat or Remove Stakeholder seat.
Legal seats and billing
The seat summary shows how many Legal seats are used, reserved for pending invitations, and available. Removing a Legal seat from a member makes it available for someone else. On team plans, this does not change your subscription or issue a refund.Cancel an individual subscription
To cancel an individual subscription, go to Account settings.Manage your subscription
To update billing details for an individual or team plan, use the billing portal. Sign in with the billing email for the subscription, which is the email of whoever set it up.Request more Legal seats
If you’ve used all available seats and need to add more team members with full access, contact the sales team at sales@gc.ai to discuss expanding your subscription.Best practices
For effective team management in GC AI, consider these practices:- Regularly review your team members’ access and seat assignments
- Reserve Legal seats for people who need broad product access
- Use Stakeholder seats for people who need selected Contract Intelligence content and restricted Vault chat
- Assign product roles based on what each member needs to see and do
- Use groups to manage the same roles and resource access for several members
- Document your team management procedures
- Monitor seat usage to ensure you have capacity for new team members