Teams in Zegal is a collaborative feature that allows organisations to manage their legal documents in one secure workspace. It enables multiple users to work under the same organisation account, with flexible access controls so admins can assign roles and permissions based on each member’s responsibilities.
Who Can Create, Update, or Delete Teams in Zegal?
Only organisation administrators can create, manage, or delete Teams within Zegal.
Admins can add or remove team members, assign roles, and update permissions.
Team members can access, edit, or collaborate only on documents according to their assigned teams and permissions. But without admin rights, they cannot modify team structures or settings.
The roles of Viewer and Editor also dictate the level of control a user has over the document’s life cycle (or workflow).
Viewer: The Viewer has a read-only view of the document and the workflow. They can see the overall document progress (Build your document, Edit the draft, Sign), but cannot interact with or modify any of the workflow steps.
Editor: The Editor has full control over the workflow steps, allowing them to manage the document process.
1. Modify Steps: They can expand and interact with all workflow stages.
2. Add/Remove Members: They can add other members to steps like Build your document (e.g., adding collaborators to the document creation phase).
3. Edit the Draft: They can access the document to make necessary revisions and changes to the content.
4. Signing: They have the ability to sign the document or add other parties to the Sign step.
For more details, see our related guides:
If you have any questions, please feel free to reach out to us via our live chat or email us at service@zegal.com