User management (admin)

User management is done in the USERS tab (icon on the left side panel).
In user management you can:

• add new users, edit or delete existing users,
• search users,
• manage user’s binder permissions,
• create user groups and
• download binder access report.
• You can also choose default settings for new users in the account settings.

 

NOTE: Only administrator with “Can manage users and groups” permission can access the user management.

Add new users

• To add a new user simply click on + Add user button
• Fill in user details [1] and choose user language
• Select user role [2]: signer, viewer, editor or admin
  • for editor you can select whether this user can 
    • upload new contracts into Zefort
    • create new tags in contract’s “Details” tab
    • create new binders and manage ones where he/she is an owner
    • access the party manager and add/edit parties
  • in addition admin can have rights to
    • access user management
    • access account setting and tag manager
    • access custom metadata in account settings
    • access ALL content in the account
• You can also set a default search for the user [3]
  

User licenses and permissions

Permissions for each user license:

View account licenses

Open Account settings and on the first page “Subscription” you can review your account details.
You can check how many licences you have in total and how many of them are still available.

Edit users

To edit an existing user select click menu ••• [1] > “Edit user” [2] or click on the user row to open update view.

You can:

• Update user details [1]
• Set user status as active or inactive [2]
• Change user interface language [3]
• Select default search and default binder [4]
• Edit user licence and permissions [5]
  

Delete users

To delete an existing user 

1. Select “Delete user” in the menu •••
2. Select the user who will inherit all items which the deleted user has in Zefort (contracts, binders, reminders etc.)
3. Confirm the change and click delete
   
   

View and edit binder permissions

To view and edit user’s binder permissions, open menu ••• [1] in the Users tab

• To see which contracts the user owns: click “Owned contracts” [2] from the menu
• In “Add user to binders” [3] you can add or remove binder permissions of the user: click the binder tick boxes and choose whether user has full, edit or view right to the selected binder(s)
  
• To see what binder permissions a specific user has, select “Binder access” [4]
  

Search users

• You can search users, just type the name in the search field (in the top middle of the users view)
• Sort users by clicking the column header
  

Download binder access report

1. In USERS view view click “Users” on the left side above the user list
2. Click “Download binder access report”
   

Create and edit user groups

1. Click GROUPS tab [1] on the right
2. Click + Add user group [2]
3. Enter a name for the group
4. Select the users for this group
5. Select a default binder for new contracts if you wish (all contracts uploaded by a member of this group will be added to this binder, provided the member has access to the binder)
6. Click Add group
   
   

From the option menu “••• you can edit and delete groups and give access to binders to users in specific group. [1]

In groups view you can also sort and search [2] groups and see how many members the group has.

 

Choose default settings for new users

If you are an administrator with permission “Can manage account settings and tags”, you can edit the default settings for new users:

1. Open Account settings from the menu (in top right corner)
2. Click “Organization” tab
3. On right side you set default permissions for new users:
   • By default, allow new editors to add contracts
   • By default, allow new editors to create tags
   • By default, allow new editors to manage binders
   • By default, allow new editors to manage parties
   • By default, allow new users to create signatures
   • By default, allow new editors to manage forms
   • Allow editors with view permission to request editing permission

These settings will apply for all new users that you add in Zefort.