Admin
Add users to account
You can add people to your Zefort account from user management. You can also create API-only users for integrations or add users through your…
Users
How floating licenses work in Zefort
Floating licenses allow multiple people in your organization to access Zefort without needing a dedicated license for every individual. The total number of floating…
Account
Create API users and API keys
An API-only user is a headless service account designed strictly for automated integrations (like an ERP, CRM, or contract intake script). Creating an API-only…
Users
Manage users in bulk
In Zefort, you can edit several users from the Users view when the same change applies to all selected users. Use bulk user actions…
Admin
Changing user’s email address
If the email address associated with user's profile needs to be changed, please follow these steps: Admin changing user's email address: Navigate to Users…
Admin
Resend profile activation email to new user
Resend an activation email to a new user if their original link expires. This guide helps you get your teammates into their accounts quickly.
Admin
Set up two-factor authentication for your Zefort account
Two-factor authentication (also called 2FA or two-step authentication) is a highly recommended security feature that adds an extra layer of protection to your Zefort account. Passkey authentication lets you secure your Zefort account with your fingerprint, face recognition, screen lock, or a security key.
Account
Default settings for new users
View available licenses and choose default settings for new editors in the account settings.
Admin
User management (admin)
In user management admins can add new users, edit or delete existing users, search and view users, manage user’s binder rights, create user groups and download binder access report.