1. Only administrators can create a portal, invite users, and manage them.
2. Users can be part of multiple portals and switch between them whenever they need.
3. Each portal will be treated as a separate setup with its own subscription and user licenses should be purchased accordingly.
   

Note:

1. Users can be associated with only one portal with a free/trial subscription at any time.
   
2. Users can create upto 19 portals with a paid subscription.
   

1. Manage a portal - Create, edit, and delete
2. Configure the default portal
3. Switch between portals
   

Manage portal

Create a portal

1. Click + New portal to create new portal.
   
2. Enter a unique name for your portal and click Create.
   

Creating a new portal has the following implications for the use of Zoho Sign APIs and integrations.

1. Switch to your new portal.
2. From your Zoho Sign dashboard, go to Settings.
3. Select Users.
4. Click Add user
5. Enter email address of the users to send invitation, click Invite.

They will be able to accept the invitation and join your portal, without having to disassociate from any existing Zoho Sign portals they are a part of.

Read more about adding and inviting users here.

Invited users can only accept the invitations for these accounts from the invitation email they receive.

Editing your portal

1. From your Zoho Sign dashboard, go to Settings.
2. Click Organization Details. From here, you can edit details such as the organization name, address, and logo.
3. Click Save
   

Deleting your portals

1. Click the drop-down near the notification icon in the top-right corner to view a list of your portals.
2. Click Manage.
3. Click on the three dots next to the portal name, then click Delete.
4. Click Close.
   

1. Only an admin of a portal can delete it.
   
2. All the documents and data associated with the portal will be deleted.
   
3. This action is irreversible; a deleted portal cannot be recovered.

Changing your default portal

1. Click the drop-down near the notification icon in the top-right corner to view a list of your portals
2. Click Manage.
3. Click on the three dots next to the portal name and click Set as Default.
4. Read the disclaimer, then click Yes to proceed.
   

Switching between portals

1. From your Zoho Sign dashboard, click the drop-down in the top-right corner.
   
2. You can see all your portals listed here. Click on the desired portal from the drop-down to switch.