Managing Ziflow Users

    Summary: As an admin, a key component to regulating your Ziflow account is the management of users. The ability to add or delete users is exclusive to the admin role. 

    How does it work?

    Click on the “People” tab as shown below and a current list of your Ziflow users and contacts will be displayed. Click on the "Add" button to invite a new user. 

    For more detail, please see Inviting users into Ziflow.

    Once you've invited a new user, you can monitor the invitation from the People dashboard. It will display as "Resend invite" until the user has verified their credentials. 

    *Note: It may be worth contacting the user to ensure the invitation is not going to spam or being filtered.

    If you click on “Resend invite”, a green confirmation message will appear once it has been successfully sent.

    Changing user rights

    To change user role permissions, click on “View details” and simply select the desired role(s).


    Deleting or deactivating a user

    If you decided to delete a user, click on the contextual menu and select the “Delete contact” option.  

    Alternatively, you can simply disable a user without deleting them by clicking on the green “Active” button. This will keep the user in your database but it will disable access until you reinstate them.

    View user details

    Admins can also view the user’s details by clicking on “View details”.

    From here you can see more detailed information about the user.

    1. User role - current role assignment.
    2. Company - company name entered during invitation process or by the user during signup.
    3. Phone number - can be edited by the user or team admin.
    4. Groups - lists all the groups to which a user belongs.
    5. Proofs - proofing statistics of the user 
    6. Remove user from all groups - quickly removes a user from all groups.
    7. Add user to groups - opens a menu that enables you to add a user to specified groups. For more information, please see Creating and Managing Groups.
    8. Activate/deactivate - disables a user account
    9. Delete contact - permanently removes a user from the Ziflow account

    Supporting Material: