Sign in as an account admin and navigate to the Groups tab.
Create groups to control settings, templates, and agreement behavior for different business needs.
Creating a group allows administrators to segment configuration, apply different settings, and control how agreements are generated across teams or processes. Each group maintains its own settings, branding, and document access, ensuring that agreements created from the group follow the correct defaults and policies
Create a group
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Select the plus (+) icon to open the Create overlay.
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Enter the name of the group you want to create in the Group Name field, and select Save.
The group is added to the Groups list and can be configured with its own settings, templates, and controls.
Next steps
After you create the group, configure the group settings to define the correct defaults and controls.
Then add users to the group so those settings can be applied in practice.
Things to know
- Only account administrators can create groups.
- Group-level settings override account-level settings.
- Group-level settings provide the default values for users whose primary group is that group.
- Group-level settings provide the default values applied to agreements generated from that group.
- If Users in Multiple Groups is enabled, groups can be used to manage document repositories or apply compliance-specific controls to agreements generated from those groups.