Understanding Ziflow Roles and Permissions
Summary: It is vital to understand the different roles and permissions available in your
- User
- Billing
- Admin
- Manager
It's worth noting that you can grant multiple roles to the same user.
Only account admins are able to assign roles.
NOTE: Account Owner is automatically assigned to the subscriber. This person will be given all 4 roles listed in the table. The only way to transfer ownership to another user is by contacting the
If you assign a person “User, Billing, Manager & Admin” roles, they will effectively have full permissions to match that of the Account Owner.
Use the table below to determine what roles/permissions you wish to grant your registered
User Permission Table:
| USER | BILLING | ADMIN | MANAGER | |
|
Administration |
|
|
|
|
|
Edit personal profile information |
✔ |
✔ |
✔ |
✔ |
|
Connect to Cloud Storage or Applications |
✔ |
✔ |
✔ |
✔ |
|
Purchase or change editions |
✗ |
✔ |
✗ |
✗ |
|
Upgrade/downgrade the number of users in the system |
✗ |
✔ |
✗ |
✗ |
|
Manage |
✗ |
✗ |
✔ |
✗ |
|
View invited guests/users profiles |
✔ |
✔ |
✔ |
✔ |
| View, add and admin all guest contacts, perform actions and bulk actions |
✗ |
✗ |
✔ |
✔ |
|
Invite & delete users |
✗ |
✗ |
✔ |
✗ |
|
Invite guests |
✔ |
✔ |
✔ |
✔ |
|
Edit the branding panel and domain |
✗ |
✗ |
✔ |
✗ |
|
Configure SSO settings |
✗ |
✗ |
✔ |
✗ |
|
Billing |
|
|
|
|
|
Access the billing window |
✗ |
✔ |
✗ |
✗ |
|
View and collect invoices |
✗ |
✔ |
✗ |
✗ |
|
Edit payment details |
✗ |
✔ |
✗ |
✗ |
|
Receives all system emails regarding billing and edition upgrades |
✗ |
✔ |
✗ |
✗ |
|
Proofs |
|
|
|
|
|
Create, edit and manage their own proofs |
✔ |
✔ |
✔ |
✔ |
|
View, comment, add reviewers of all team members proofs (even if not invited in the proof) |
✗ |
✗ |
✔ |
✔ |
|
View proof details in Proof Viewer |
✔ |
✔ |
✔ |
✔ |
|
See entire proof workflow |
✗ |
✗ |
✔ |
✔ |
|
Compare proof versions |
✔ |
✔ |
✔ |
✔ |
|
Change proof settings: name, folder, owner, settings |
✗ |
✗ |
✔ |
✔ |
|
Delete proofs and versions (even if not invited in the proof) |
✗ |
✗ |
✔ |
✔ |
|
Delete and restore other reviewers comments |
✗ |
✗ |
✔ |
✔ |
|
Delete and restore own comments |
✔ |
✔ |
✔ |
✔ |
|
Lock/Unlock proof or versions (even if not invited in the proof) |
✗ |
✗ |
✔ |
✔ |
|
Add/Edit/ Delete stage |
✗ |
✗ |
✔ |
✔ |
|
Lock/Unlock stage |
✗ |
✗ |
✔ |
✔ |
|
Archive/Unarchive proofs |
✗ |
✗ |
✔ |
✔ |
|
Change other reviewers decision |
✗ |
✗ |
✔ |
✔ |
|
Export comments to PDF |
✔ |
✔ |
✔ |
✔ |
|
Create folders and private folders (*Business plan or above only) |
✔ |
✔ |
✔ |
✔ |
|
View, edit and delete other users private folders |
✗ |
✗ |
✔ |
✔ |
|
Create and manage own review groups |
✔ |
✔ |
✔ |
✔ |
|
View, edit and delete other users review groups |
✗ |
✗ |
✔ |
✔ |
|
View public comments from the same stage and other stages |
✔ |
✔ |
✔ |
✔ |
|
View private comments from the same stage |
✔ |
✔ |
✔ |
✔ |
| View private comments from other stages |
✗ |
✗ |
✔ |
✔ |
| Change own email notification preferences - in Proof Viewer |
✔ |
✔ |
✔ |
✔ |
| Download original file - if enabled on proof |
✔ |
✔ |
✔ |
✔ |
| View proof custom properties |
✔ |
✔ |
✔ |
✔ |
| Add/Edit/Delete custom properties |
✗ |
✗ |
✔ |
✔ |
|
Flows |
|
|
|
|
|
*Create, edit and manage their own flows (*Business plan or above only) |
✔ |
✔ |
✔ |
✔ |
|
View, edit and delete other team members flows |
✗ |
✗ |
✔ |
✔ |
Supporting Material:
