How do I invite other users to join my ContractZen account?

If you are the company’s Administrator for the ContractZen account, you can invite your colleagues to join the company’s ContractZen account. Simultaneously with the invitation, you can choose the relevant user rights for the new user. Just follow these steps:

  1. Click your profile picture.

  2. Click ‘Account’.

  3. Click ‘Add User’.

  4. Enter the user’s first and last name and email address.

  5. Choose and set the user rights from the Category Access Rights for this new user – the categories are: Contracts, Finance & Admin, HR, Board Meetings, Shareholders’ Meetings, Other Meetings, Company Register and Transfer Pricing.

    Default setting for all categories is 'No Access'. Please choose the access level for each category. For example, if the user is only allowed to work with basic contracts, only choose ‘Contracts’ (Full access or Read Only). Related to Contracts, you'll see Contract Type Rights just below the Category Access Rights table. Please click all the relevant types for this user you are about to add. You can also give access to Confidential Materials and eSigning. After the user has accepted the invite, you can give Invitation rights and Administrator rights.

  6. When ready, click ‘Send’. An invitation will then be sent to this new user to the email address you entered above.

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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