Sign | Users And Control | Knowledge Base

Users and control
User Groups
Available in all paid plans Create and manage user groups by grouping the users of various roles so that the data visibility can be customized collectively. Consider the use case of a Sales team (User group) where five Sales Representatives (SR) work ...
Roles
Available in all paid plans Customize what data is visible to the user to maintain confidentiality and streamline document workflows. By default, Zoho Sign offers two roles- Admin and User. Zoho Sign follows a flat hierarchy wherein the roles can be ...
Profiles
Available in all paid plans Create and assign custom permission profiles to users. These profiles determine the actions that can be performed by the users in document and template management. By default, Zoho Sign offers two profiles: Administrator ...
FAQs
How do I change the payment owner? Only the Administrator of the account can change the payment owner. 1. Hover on Settings in the left navigation pane and click Subscription Details from the drop-down. 2. In the Subscription Window, click Change ...
Users
An administrator can add, manage, and streamline the users of their organization's Zoho Sign account. In this tab, you can: Invite/add new users to your Zoho Sign organization Check the status of pending invites Change user roles Change user profile ...

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