Custom Users and control | Zoho Sign

Hello,

Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets.

User groups: Categorize users of various roles for collective data visibility.
Roles: Customize which data individual users can see to maintain confidentiality and streamline document workflows.
Profiles: Determine which actions users can perform in document and template management.

These additions allow administrators to streamline and assign responsibilities to selected users, thereby reducing any room for error. They offer distinct, restricted control to each designated user, resulting in complete control for administrators. As a result, businesses are well-equipped to manage and share data with precision.

Key benefits

Customized data management
Manageable access permissions
Advanced document and template signing workflows

Try the feature and share your feedback with us.

We'd love to hear what you have to say! Please share your thoughts on our latest release. Tag us on social media and let's start a conversation on how Zoho Sign makes your business life more productive and your signing workflows more efficient.

Learn more about this feature in our detailed help documentation:
https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/users-and-controls

Happy Zoho Signing!

Cheers.

Shri

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Introducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents with
Important: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these users