Managing Users | Zoho Contracts

Managing Users


View User Details

  1. Select the Admin tab at the top of the page. 
  2. Select Users from the left panel. 
  3. Click the name of the user. The User Details page will be displayed. 

Note:


  • The Overview tab will display a list of widgets based on the role of the user. The widgets provide insights about the user's activities across different aspects of contract management.  



  • The Activity tab displays the list of activities that the user has performed in chronological order. You can also filter the activities based on the Module and Date.
Edit User Details
  1. Select the Admin tab at the top of the page. 
  2. Select Users from the left panel.
  3. Click the name of the user. The User Details page will be displayed. 
  4. Click Edit at the top of the User Details page. 
  5. Change the details, then click Update. 

Note:


  • When you change the role of a user from Member to Contract Owner or Admin, they will be automatically added as a user in Zoho Sign as well, if the following conditions are satisfied:


  • The admin who changes the role must be an admin in Zoho Sign as well.
  • The user must not be a member of another Zoho Sign account. 


  • To change the role of a user to a different role, there must be sufficient number of user licenses for the respective role. 

Deactivate a User 

  1. Select the Admin tab at the top of the page. 
  2. Select Users from the left panel.
  3. Click More  on the user card of the user whom you want to deactivate. 
  4. Choose Deactivate. If there are contracts, pending approvals, and approval workflows assigned to the user, a Transfer Ownership page will appear. 
  5. Choose the user to whom you want to transfer the ownership of the contracts, approvals, and approval workflows, respectively. 
  6. Click Transfer and Deactivate at the top. 



The user will be deactivated, and the records will be transferred to the respective users. The deactivated user will not be able to access Zoho Contracts. If you want to add the user back to your organization, you can activate the user again. 


Activate a Deactivated User

  1. Select the Admin tab at the top of the page. 
  2. Select Users from the left panel.
  3. Click More  on the user card of the deactivated user whom you want to activate.
  4. Choose Activate. 


The user will be reactivated, and will be able to access Zoho Contracts. 


Delete a User

  1. Select the Admin tab at the top of the page. 
  2. Select Users from the left panel.
  3. Click More  on the user card of the user whom you want to delete. 
  4. Choose Delete. If there are contracts, pending approvals, or approval workflows assigned to the user, a Transfer Ownership page will appear.
  5. Choose the user to whom you want to transfer the ownership of the contracts, approvals, and approval workflows, respectively.
  6. Click Transfer and Delete at the top. 


The user will be deleted, and the records will be transferred to the respective users. The deleted user will not be able to access Zoho Contracts. If you want to add the user to your organization again, you need to invite them again.