Define the user hierarchy to determine who can view and manage specific data. This further segments the document management process, making it more secure.
Add and manage users
Add users to your organization and manage their roles, permission profiles, and overall access to the app. Integrate with Microsoft 365, Google Workspace, and Zoho Directory to import existing users from your organization directory.
Create user groups
Create user groups for departments and teams to align document visibility with your organization's structure. This ensures a streamlined document-handling experience across hierarchies.
Create custom roles
Create custom roles that match specific user responsibilities. Assign and limit user access to preserve document and data confidentiality.
Create custom permission profiles
No more "one size fits all." Tackle diverse hierarchies head-on by defining custom permission profiles. Determine the actions users can perform and maintain a secure environment for document handling.
Frequently Asked Questions
Roles determine the data visibility. In Zoho Sign, this refers to the documents and templates that individual users in your organization can see. For example, a user assigned the role of Admin will be able to access all documents and templates within their organization.