Account & Organization Settings

Settings Overview

ZiaSign settings are organized into four tabs — Account, Billing, Workspace, and Notifications — plus dedicated pages for Profile, Teams, and Sharing Policy.

Login & Profile Setup

ZiaSign uses passwordless OTP-based authentication — there are no passwords. Here's how it works:

1. Enter your email address on the sign-in page
2. You receive a 6-digit one-time code via email
3. Enter the code to sign in
4. First-time users are prompted to complete their profile by entering their First Name, Last Name, and Mobile Number

Profile

Navigate to your Profile page to manage your personal information:

• Avatar — Upload a profile picture (shown in the dashboard, team views, and audit trail entries)
• First Name — Your first name, displayed on documents and audit trails
• Last Name — Your last name
• Phone Number — Your mobile number with international country code selector (required for profile completion)
• Email — Your registered email address
• Username — Your unique username within ZiaSign

Note: First name, last name, and phone number are required to complete your profile. You won't be able to use the dashboard until these are provided.

Account Settings

Navigate to Settings → Account to manage account-level configuration:

• Primary Email — Your login email and main notification destination
• Backup Email — Secondary email for account recovery and redundant notifications
• Direct Line — Your phone number for account verification and optional SMS/WhatsApp alerts
• Preferred Timezone — Controls how dates and times appear throughout your dashboard
• Passkey Login — Toggle passwordless authentication using device biometrics (fingerprint, Face ID, or Windows Hello)
• Active Sessions — View all devices currently signed into your account, with the option to Sign out all other sessions

Workspace Settings

Configure workspace-level settings at Settings → Workspace:

• Display Name — Your workspace's name, shown in signing emails and document certificates
• Workspace Slug — A unique URL-friendly identifier for your workspace
• Watermarking — Toggle automatic watermarking on draft documents
• Workspace Policies — Configure available default signing and expiration settings

Team Management

Inviting Team Members

1. Go to Settings → Teams
2. Click Create Team or select an existing team
3. Add members by entering their email addresses and selecting a role
4. They receive an invitation email to join your workspace

Roles & Permissions

Sharing Policy

Control how documents can be shared from Settings → Sharing Policy:

• External Sharing — Enable or restrict sharing documents outside your workspace
• Security Defaults — Default authentication requirements for external recipients
• Expiry Controls — Default link expiration periods and maximum allowed expiry
• Visibility Defaults — Default access level for new documents (private, team, or workspace)
• Cross-Team Sharing — Allow or restrict sharing between teams within your workspace

Notifications

Control which notifications you receive at Settings → Notifications:

• Executive Daily Digest — 6 AM email with overnight contract activity
• Envelope Escalations — Immediate alerts for stuck signing rounds
• Platform Maintenance — Scheduled maintenance windows & platform status
• Analytics Insights — Weekly analytics with trends and anomalies
• Legal Hold Notices — Instant notifications when legal hold activates
• WhatsApp Notifications — Enable WhatsApp alerts with your phone number and choose notification categories (signature updates, reminders, completions)

Each notification can be enabled/disabled independently.