Manage your Digital Signature Account - Zoho Sign

Users

An administrator can add, manage, and streamline the users of their organization's Zoho Sign account. In this tab, you can:
  1. Invite/add new users to your Zoho Sign organization
  2. Check the status of pending invites
  3. Change user roles
  4. Change user profile
  5. Grant and revoke access, delete users, and change ownership


Inviting or adding users

Invite or add users to participate in your organization's signing workflow. 
  1. From your Zoho Sign dashboard, hover on Settings, click Users and control and navigate to the Users page.
  2. Click Invite user.
  3. You can send up to three invitations in one request.
  4. You can also assign a role and profile to the invitees.
  5. Click Invite. 

Managing Pending invitations

Manage all the pending invitations related to your organization's account.

View, resend or delete an invitation

  1. Click Pending invitations. 
  2. Choose to either Delete or Resend the invitation. 
  3. If you wish to resend the invitation, click the send icon next to the email address. 
  4. You will receive a notification that the invitations have been sent again.
    Note: Invitations can be resent only twice per user.
  5. To delete the invitation, click the trash icon next to the email address and click Yes.

Changing roles and profiles

Change the roles and profiles of each user anytime. By default, Zoho Sign offers two roles, Admin and User, and two profiles, Administrator and Standard.

Change the role of a user

  1. Select the intended users.
  2. Click the Change role dropdown and choose the role.
  3. Select from the predefined roles, either Admin or User. You can also create your own custom role. Learn how

Change the profile of a user

  1. Select the intended users.
  2. From the Change profile dropdown, choose the profile.
  3. Select from the predefined profiles, either Administrator or Standard. You can also create your own custom profile. Learn how

More Actions 

Customize the users' account access anytime. You can choose to:
  1. Grant access to the user's account
  2. Revoke access to the user's account
  3. Delete the user

Grant account access to a user

  1. Select the intended users.
  2. From the More actions dropdown, click Grant access.

Revoke account access to a user

  1. Select the intended users from the left navigation pane.
  2. From the More actions dropdown, click Revoke access. 

Change ownership of an user

  1. Select the intended user from the left navigation pane.
  2. From the More actions dropdown, choose Change ownership.
  3. Choose the new owner of the account from the drop-down and click Change.
  4. Once ownership is changed, the documents, templates, folders, document types, and email domains owned by the user will be transferred to the selected user. This cannot be reverted.

Delete a user

  1. Select the intended user from the left navigation pane.
  2. From the More actions dropdown, choose Delete.

Sharing documents

This enhancement allows admins to share the documents of one or more users with other users across their Zoho Sign organization.

To share documents, 
From the Share documents dropdown next to the intended user, choose one of the two options.
  1. Share others' documents with user - Allows multiple users' documents to be shared with the selected user. 
  2. Share user documents with others - Allows the selected user's documents to be shared with multiple users. 
A user with an Admin role will only be able to share their documents with other users, since they already have access to all the user's documents.