Access
P0 · MVPWho uses ZetDoc and at which level. Same people and login as Workspace › Users.
ZetDoc isn't part of your company's suite
ZetDoc: proposals, contracts and letters from templates, with e-sign. It works on its own and reuses your existing contacts, people and products, so nothing has to be entered again.
- Draft from a brief
- Clause suggestions
- Risk review
- Summarise a contract
Your admin decides which apps your company uses.
You don't have access to this page
Your ZetDoc role is Employee. This page is for other roles.
How access works in ZetSuite
Four ideas. Everything on this page is one of them.
Everyone can be in the directory. A user is a person who can sign in. One email works across every company they belong to.
Owner, Admin, Maintainer, Member or Viewer, set by ZetSuite, plus your own. It decides who manages the workspace, and which app role people start with.
One role per app: Admin (everything plus settings), Maintainer (their team's records), Member (own records) or Viewer (read-only). Anything except No access uses a seat.
Bundles for speed: "Sales rep" gives ZetCRM, ZetSales and ZetChat as Member in one click. Tweak per app after.
Need finer control? Each role has Customize for module, action and field rules.
| Person | Level | What they see | Status |
|---|
Portals in ZetDoc
- Signer portalFor signers outside your company. They sign in with OTP (phone) and never use a seat.
Customize
Advanced. Change what this level can do per module, or make a variant (for example "Sales rep · no export") and give it to some people.
| Module | Records they see | view | create | edit | approve | delete | export |
|---|
Sensitive fields
Masked shows •••• with a lock; the value stays in the record.
Any level except No access uses one seat. A seat is a licence: what someone can see is their level, not their seat. The price change is shown before you send.
Who holds a seat
Invited people hold a seat until they accept or the invite is revoked.
Uses suite integrations
Shared integrations are connected once for the whole company in Workspace › Integrations. ZetDoc uses them as listed here. Read-only: changes happen in Workspace.
- DGoogle DriveConnectedConnected in Workspace. Signed documents filed by customer.Storage & documents · connected by Meera Iyer · last sync 14 min ago
- MTMicrosoft TeamsNeeds attentionConnected in Workspace, needs attention. Approval requests.Messaging & voice · connected by Meera Iyer · last sync Yesterday
- OOneDrive & SharePointNot connectedNot connected yet. When it is: File signed documents.Storage & documents
ZetDoc access changes
Every level change in ZetDoc, made here or in Workspace › Users. Undo puts the previous level back.