Track 06

Admin

Seats, team roles and single sign-on, billing, email from your own domain and notifications, security and your data, and downloading or deleting your data.

1. 1SeatsOne seat per person, across the web app and Salesforce. Request a seat, the 7-day rule and automatic assignment.
2. 2Team and rolesInvite teammates and choose what each of them can manage.
3. 3Email and deliverabilitySend signing emails from your own domain, add the DNS records and a DMARC policy, and what to do when emails land in spam.
4. 4Single sign-onLet your team sign in through Okta, Microsoft Entra ID, Google Workspace or any SAML 2.0 or OpenID Connect provider, test it, then turn it on or require it.
5. 5Download everything, leave or delete the companyDownload every signed document as a zip, delete your own login, hand the company to someone else, or delete the whole company.
6. 6BillingYour plan and free trial, paying by card, changing seats, invoices, and what happens when a subscription ends.
7. 7Email and notificationsWho your emails come from, what Tally Sign sends, choosing which document updates you get, and turning the void email on or off.
8. 8Security and your dataWhere your documents are stored, encryption, the audit trail, sign-in options and how long data is kept.

On the website: Pricing