Creating a new role

1. From your Zoho Sign dashboard, hover your cursor on Settings and click Users and control.
2. Navigate to the Roles page. 
3. Select Create role on the top right corner. 
4. Enter the role name and a unique description for the role. 
5. Click Create. 
6. Once you click a role on the list, you can view the list of its users under Associated users. Learn how you can assign roles to users.
   

Editing a role

1. Hover over the name of the role and click the pencil icon that appears near the name of the role in the detailed page. 
2. Edit the details (name and description) and click Save.

Customizing the data visibility for a role 

1. Click on the intended role.
2. Select the Data sharing tab.
   

Sharing documents from user groups

1. Under the Share documents from user groups dropdown, click Add groups.
2. On the pop-up, enter the name of the group or select from the list that appears and click Add. 

Sharing documents from users

1. Under the Share documents from users dropdown, click Add users. 
2. Enter the name/email address of the user, or select from the list that appears and click Add. 

Sharing documents from folders 

1. Under the Share documents from folders dropdown, click Add folders. 
2. Enter the folder name or select the same from the list and click Add. 

Sharing templates

1. Under the Share templates dropdown, click Add templates.
2. Enter the template name or select the same from the list and click Add. 

Deleting a role