How to manage multiple accounts?

Typically our bigger customers create different accounts for all of their companies (parent company and subsidiaries). It makes sure that all users will only see their company’s documents. Also, the user rights are extremely straightforward and easy to use. A user can also belong to multiple accounts. If you are in more than one account, you can easily change the account from the dropdown menu (see screenshot below).



Another option is to use an additional feature/user rights called Access Groups. In that case, you would just need one account. You add users to the groups, and when adding a document, you select that to which group does it belong to. If a user belongs to only one group, all documents will automatically go to that group (so it’s very simple for the subsidiary company users). So, only the ones that belong to multiple accounts need to be sure that the documents go to the correct one. The access groups are priced separately, 430€/$490 per year.

The choice between creating different account for each company and using the access groups, pretty much depends on how many users you have that would need to access more than one account. As each user costs, it might be cheaper to use the access groups. But then again, with the access groups you need to be very careful when managing it (users and documents). It might be easier that everyone are in their own accounts.

Also, we are preparing an enterprise plan that will include a feature where your parent company manages the daughter companies (and parent’s users have access to daughter companies). It will also include many other features (API, Access Groups, branding etc). We are planning to publish it in Q3 2020.

Using Your Account in ContractZen

  1. Quick Start Guide
  2. VIDEO: How to create a contract?
  3. VIDEO: How to search and find a contract?
  4. VIDEO: How to create a meeting?
  5. I need help with the service/ I have something to ask from the ContractZen team/ I am having problems with the service, how do I get help?
  6. How does the e-Signing work and what is the pricing?
  7. Can I customize/add new contract types? How to use Custom types and Common tags?
  8. How to e-Sign documents and meetings?
  9. How to create and use a Virtual Data Room (Basic & Pro version)?
  10. How do I delete additional custom types (tags) and common tags?
  11. Can I hide document metadata fields and make them mandatory for the users to fill in?
  12. How to enable Office 365 calendar synchronization?
  13. What is a Virtual Data Room and how much does it cost?
  14. How to change date order (for example, from Day/Month/Year to Month/Day/Year)?
  15. How to delete documents' and meetings' contacts?
  16. Can I add email conversations to ContractZen?
  17. What is MeetingBook and how does it work?
  18. Who can create the Meeting Minutes?
  19. Who can be added as an attendee in a meeting?
  20. How to use the Meeting Scheduler?
  21. How to manage multiple accounts?
  22. How to edit access rights?
  23. How to add documents to your ContractZen account?
  24. How do I invite other users to join my ContractZen account?
  25. How do I edit the user list when an employee leaves the company?
  26. How to add my company's VAT ID to my account?
  27. How to organize documents with Common Tags in a Virtual Data Room (Index View)?
  28. I have forgotten my User ID.
  29. How can materials from board and other meetings be managed more efficiently and securely?
  30. How to use board portal tools (Agenda, My Notes, Review & Final)?
  31. How can I change my email address?
  32. What is the maximum file size in ContractZen?
  33. The documents sent to inbox are not encoded correctly
  34. How to see a report of which documents are signed?

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