Inviting users into Ziflow
Summary: Ziflow believes your time is better spent concentrating on your marketing projects rather than dealing with any complex administration tasks, so when it comes to adding/deleting users, Ziflow has made this process very simple.
Where is this feature applied? Inviting users can be done from the "People" tab as shown below.
How does it work?
There are two options when adding a person into your Ziflow account:
- Users - only admins can add or delete Ziflow users. They will have their own logins and passwords to access the account. Users are able to create and manage their own proofs, groups
and flows. Ziflow admins may also grant additional permissions/roles to a user, such asmanager or admin rights. - Contacts - any user can add contacts. A contact is anyone that is not a registered user within the Ziflow account. Contacts can still take part in the review and approval process by being added as a guest reviewer by the proof creator.
When an admin clicks on the “Add" button, two options will be presented:
- Add user
- Add contact
Depending on whether you are adding a user or a contact, the following invitation forms will be presented:
or...
Fill in the required fields:
- First name
- Last name
- Role (or Company name if you are adding a contact)
If you want to invite additional users simply click the “+ Add another user/contact” button.
Once you have entered the required details, the user will receive an email notification like the one shown below:
From this point, the rest of the registration process is completed by the invited user/s.
By clicking on “Verify email address”, a registration form will open as shown below. Ziflow will automatically populate the fields that were input by the admin. The email address is the only thing that cannot be modified
Additional Information:
*To understand the User Roles please refer to:
How To - Understand Ziflow user roles and rights
Supporting material:
