Inviting Users to Your Organization
Invite Users
- Select the Admin tab at the top of the page.
- Select Users from the left panel.
- Click Invite User at the top right of the Users page.
- Enter the user details in the Invite User form and select the role of the user.
- Click Send.
Note:
- The user will receive an invitation link in an email. The user can accept the invitation and access the Zoho Contracts account by clicking the link in the email.
- A user who is added with Contract Owner or Admin roles will be automatically added as a user in Zoho Sign, if the following conditions are satisfied:
- Inviting admin must be an admin in Zoho Sign.
- The user must not be a member of another Zoho Sign account.
- In the Free plan, an organization can have a maximum of three active users.
- In paid plans, there should be sufficient number of user licenses for the respective roles.
User Roles Vs. Permissions
The following are the module permissions for the different roles in Zoho Contracts:
| Account Owner | Admin | Contract Owner | Member |
Dashboards | ✓ | ✓ | ✓ | ✓ |
Contracts | ✓ | ✓ | ✓ | ✓ |
Counterparties | ✓ | ✓ | ✓ | ✗ |
Activities | ✓ | ✓ | ✓ | ✓ |
Reports | ✓ | ✓ | ✗ | ✗ |
Admin | ✓ | ✓ | ✗ | ✗ |
Subscription | ✓ | ✗ | ✗ | ✗ |
- The Account Owner is the individual who subscribed to the Zoho Contracts account, and there can only be one Account Owner per account.
- Account Owner and admins can view all contracts and transfer the contract ownership to another contract owner.
- Account Owner, admins, and contract owners can only manage the contracts owned by them.
- All counterparties can be managed by Account Owner, admins, and contract owners.
| Account Owner | Admin | Contract Owner | Member |
Contract by Status | ✓ | ✓ | ✓ | ✗ |
Pending Contracts | ✓ | ✓ | ✓ | ✗ |
To Approve | ✓ | ✓ | ✓ | ✓ |
Pending Obligations | ✓ | ✓ | ✓ | ✓ |
Total Contract Value | ✓ | ✓ | ✗ | ✗ |
Gain/Loss of Terminated Contracts | ✓ | ✓ | ✗ | ✗ |
Contracts Activity | ✓ | ✓ | ✓ | ✗ |
Calendar | ✓ | ✓ | ✓ | ✓ |
Schedules and Reminders | ✓ | ✓ | ✓ | ✓ |
| Account Owner | Admin | Contract Owner | Member |
All Contracts View | ✓ | ✓ | ✗ | ✗ |
My Contracts View | ✓ | ✓ | ✓ | ✗ |
Shared with Me View | ✓ | ✓ | ✓ | ✓ |
Having My Obligations View | ✓ | ✓ | ✓ | ✓ |
Import Contract | ✓ | ✓ | ✓ | ✗ |
Create Contract | ✓ | ✓ | ✓ | ✗ |
View Users Pending to Join
To view the invited users who have not accepted the invite yet:
- Select the Admin tab at the top of the page.
- Select Users from the left panel.
- Click the dropdown arrow next to the name of the view at the top of the users list page.
- Choose Pending Users.
Re-invite Pending User
- Select the Admin tab at the top of the page.
- Select Users from the left panel.
- Click the name of the view at the top-left corner of the contracts list page, then select the Pending Users view from the dropdown menu.
- Click More
on the user card of the user whom you want to re-invite.
- Choose Reinvite.
Note: Ensure that you've entered the correct email address for the user.