Creating user groups | Zoho Sign

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 under one Sales Manager (SM). The users who are Sales Representatives can be assigned a role where they will have visibility access to only their own documents or the documents that have been shared from the other users. Meanwhile, the Sales Manager can be customized to have visibility access to all the documents of the Sales team.


Creating a new user group

  1. If you are an administrator, from your Zoho Sign dashboard, hover your cursor on Settings and click Users and control.
  2. Navigate to the User Groups page.
  3. Click Create group.
  4. In the pop-up, enter the name of the group, its description, and the name or email address of the users you'd like to add to the group. 
  5. Click Create. 

Editing the name and description of the user group

  1. Click the intended user group. 
  2. On the detailed page that follows, click the pencil icon that appears near the name of the group. 
  3. Alternatively, click the ellipsis corresponding to the particular user group and click Edit.
  4. In the pop-up, edit the name and the description as needed, then click Save. 

Deleting a user group

  1. If you wish to collectively delete more than one user group, select the them on the list page and click the trash icon. 
  2. Alternatively, if you wish to delete a singular user group, click the ellipsis corresponding to the particular user group and click Delete.
  3. Click Yes.

Adding users to the existing user groups

  1. Click the intended user group. 
  2. Click Add user in the top-right navigation pane. 
  3. Enter the name or email address of the users to be added or select the users.
  4. Click Add.
Remove a user from the user group by selecting the user from the detailed page and clicking Remove.