User Management and Access Control in Zoho Sign

Zoho Sign user management lets administrators control who can take part in your organisation’s document signing process, from inviting users to assigning roles, profiles and document access.

How to invite users

1. From the Zoho Sign dashboard, hover over Settings.
2. Click Users and Control, then select Users.
3. Click Invite User.
4. Enter up to three email addresses in the invitation.
5. Assign a role and profile to each invite.
6. Click Invite.

Managing pending invitations

1. Go to the Pending Invitations tab.
2. Click the send icon next to an email to resend it, up to twice per user.
3. To remove an invite, click the trash icon and confirm with Yes.

Granting or revoking account access

Select the user or users, then go to More Actions > Grant Access or More Actions > Revoke Access as needed.

Changing ownership of a user

1. Select the user.
2. Go to More Actions > Change Ownership.
3. Choose the new owner from the dropdown and click Change.

Documents, templates, folders, document types and email domains owned by that user transfer to the new owner, and this cannot be undone.

Deleting users

1. Select the user.
2. Go to More Actions > Delete.
3. Confirm the deletion.

Sharing documents between users

Admins can share documents between users to support cross functional collaboration, either granting a selected user access to documents owned by others, or granting multiple users access to documents owned by one selected user.

Tips

• Use custom roles and profiles that match your organisation’s structure.
• Review user access regularly, especially after role changes or when someone leaves.