Managing your Business & Contacts

Add Business
In order to add a new business, please navigate to the top-left dropdown menu (carrying your business name) and choose "Exit Business". You will t...
Mon, 10 Nov, 2025 at 12:30 PM
Invite Team Members
Each of your Xodo Sign businesses can hold individual team members. In order to invite a team member, navigate to the Team page (using the lefthand "Te...
Mon, 10 Nov, 2025 at 12:31 PM
Understanding Team Member Permissions
Important These permissions only apply to assigned Businesses for each user. Every user has their own standalone account and acts as the Account Owner for...
Mon, 10 Nov, 2025 at 12:31 PM
Primary Business
Each Xodo Sign account comes with a primary business, which - if not specified otherwise - is usually the first business you've created on your account....
Mon, 10 Nov, 2025 at 12:31 PM
Languages
The Xodo Sign user interface for you and your team members is always in English only. However, you can choose from 13 languages so that the signer experienc...
Mon, 10 Nov, 2025 at 12:31 PM
Switch Business
In order to log out of your current business and log into another business, please choose "Exit" business from the top left dropdown menu (carryin...
Mon, 10 Nov, 2025 at 12:33 PM
Document visibility & permissions depending on team member roles
n this article, we will explain more in-depth the team member permissions and visibility regarding the document section of your business for each role in Xo...
Mon, 10 Nov, 2025 at 12:34 PM
Delete Business
In order to delete a business, please follow the steps below: Log in to the business you would like to delete Navigate to Business Settings Click the &q...
Mon, 10 Nov, 2025 at 12:36 PM