This article goes over the roles that can be assigned for Ironclad Workflows, as well as their permissions.
Use Case
Use this article to help decide what roles to assign different users in your Ironclad instance.
Permissions
Features
Workflows
Permissions
Ironclad Admin
Workflow Roles
Roles
Abilities
Create
Review
Sign
Archive
Workflow Owner
All roles here can be assigned to the Workflow Owner
Assignment defaults to the Workflow Creator (user who requests/submits the launch form), and can be re-assigned to any user in your Ironclad instance
X
X
X
X
Approver
(pre-defined in Workflow Designer)
Reviews and Approves the workflow, gating the workflow from moving to the Sign step
“Approval” is a catch-all action that can represent approval of purchase, deal, contract terms, latest draft, and/or specific properties
“Approval” can also act as a reminder for assigned users to complete specific actionsduring the Review step, e.g. “Vendor completed onboarding form”
Assignment is determined by conditions built in Workflow Designer
X
Approver (added in workflow)
Reviews and Approves the workflow, gating the workflow from moving to the Sign step
Manually assigned during the Review step when a new approver is added to the workflow
X
Signature Coordinator
Sends the signature packet to signers
Confirms signature packet recipients and edits recipient name or email, if required
Places signature tags on non-templated contracts
Uploads partially-signed or fully-signed documents
Assignment is determined by conditions built in Workflow Designer
X
Signer
“Signs” documents sent through e-Signature. “Accepts” documents sent through Click-to-Accept
Assignment is determined by conditions built in Workflow Designer
Workflows without a Signer assignment will skip the Sign step
X
Archiver
Confirms property data is accurate and complete before “Approving” and storing the record in Repository
Assignment is determined by conditions built in Workflow Designer
Workflows that auto-archive will skip the Archive step
X
Participant
All users with a role (e.g., Owner, Approver, Signer, etc.) or who were added via an @-mention comment.
Varies
Varies
Varies
Varies
Assignee
A user, or multiple users, who must complete a pending action in order to advance the workflow.
Varies
Varies
Varies
Varies
Update Workflow Role Assignments via the Public API
!
Release: The following features and functionalities will go live on June 11, 2026. To learn more about what's included in our June release, refer to What's New in Ironclad: June 2026
You can reassign approvers, owners, and signers, on active workflows programmatically through the Public API. This update uses a paired endpoint to fetch eligible assignees before updating a role. Role reassignment honors Workflow Designer eligibility and workflow-state guardrails.
