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 and Standard.
For organizations that may have a diverse hierarchy and varied levels of document management, this feature provides high-end customization, ensuring flexibility, confidentiality, and a secure and tailored document signing environment.
An administrator can create, manage, and delete a profile.
An administrator can create, manage, and delete a profile.
Only an Administrator profile can access and modify other features in the document and account management workflow such as SignForms, reports, and account settings.
Creating a new profile
- From your Zoho Sign dashboard, hover on Settings and click Users and control.
- Navigate to the Profiles page.
- Click Create profile in the top-right corner.
- Provide a unique name and description for the profile.
- Select the actions that the profile is permitted to access.
- After customizing the profile's permissions accordingly, click Save.
Document management permissions
Permission | Actions | Sharing Permissions |
Prepare |
| Owned documents- Documents owned by the user. Shared documents- Documents that are both owned by the user and shared by other users. |
| Send | All Prepare actions +
| Owned documents- Documents owned by the user. Shared documents- Documents that are both owned by the user and shared by other users. |
Correct | All Send actions+
| Owned documents- Documents owned by the user. Shared documents- Documents that are both owned by the user and shared by other users. |
Delete | All Correct actions+
| Owned documents- Documents owned by the user. Shared documents- Documents that are both owned by the user and shared by other users. |
Template management permissions
Permission | Actions | Sharing Permissions |
Create |
| N/A |
Edit | All Create actions + Edit templates. | Owned templates- templates owned by the user. Owned & shared templates- templates that are both owned by the user and shared by other users. |
Delete | All Edit actions+
| Owned templates- templates owned by the user. Owned & shared templates- templates that are both owned by the user and shared by other users. |
Use Template- Quick send | Use templates to send documents for signatures via the 'Quick send' option only. The templates and the signing process cannot be edited or drafted; they can only be sent. | N/A |
| Use Template- Customize and send | All Send actions for documents+
| N/A |
Editing the name, description, and access permissions of the profile
- Click the intended profile and perform the needed changes and click Save.
- Alternatively, click the ellipsis corresponding to the name of the profile and click Edit. After making the relevant changes, click Save.
Cloning the access permissions while creating a new profile
- Click the ellipsis corresponding to the profile that you wish to clone the access permissions from, then click Edit as New.
- Add the name and description of the new profile and click Create.
Deleting a profile
Click the ellipsis next to the intended profile and click Delete.
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