Default settings for new users


Select default settings for new users in the account settings (available for admins with “Can manage settings and tags” permission).

Open tab “Organization” and check the options for users on the right side: you can choose the default permissions for new users that are created.

 

zefort user default settings

You can allow new users to

  • add contracts
  • create tags
  • manage binders
  • manage parties
  • create signatures
  • manage forms

In addtition, you can allow editors with view permission to request editing permission for the document.

These settings apply to all new users that are added to the account.
You can change each user’s permission individually in the User management.