Summary: It is vital to understand how Ziflow user roles work and what rights will be granted for each option. There are three available roles inside the Ziflow application and each role has it’s own rights - however, it is worth noting that you can grant multiple roles to the same user.

Available for: Roles management assignment is only available to the Ziflow Team Admins. Once your role has been assigned by the Team Admin you will have the permissions dictated by the role/s you have been assigned.

Account Owner Role: The Account Owner role is unique to the user who subscribed to Ziflow.

This role gives the user all 3 permissions listed in the table below. You cannot assign the “Team Owner” role to another user but you are able to grant users more than one role from the table below.  “Account Owner” status may be transferred to another user only by contacting Ziflow support team.

If you grant a user the rights to be a “User, Billing Admin & Team Admin” then they will effectively have full permissions inside Ziflow to match that of the Account Owner.

You can have any combination you wish eg. a “User” and “Billing Admin” role can be assigned to a Ziflow user.

Use the table below to determine what user permissions you wish to grant to your registered Ziflow users.

User Permission Table:

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 Ziflow users (change user roles, edit profiles)	✗	✗	✔	✗
View, add and admin all guest contacts, perform actions and bulk actions	✗	✗	✔	✔
Invite/delete users	✗	✗	✔	✗
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)	✗	✗	✔	✔
Delete proofs and versions (even if not invited in the proof)	✗	✗	✔	✔
Delete and restore other reviewers comments	✗	✗	✔	✔
Lock/Unlock versions (even if not invited in the proof)	✗	✗	✔	✔
Create folders and private folders (*Business plan or above only)	✔	✔	✔	✔
View, edit and delete other users private folders	✗	✗	✔	✔
Create and manage groups own groups	✔	✔	✔	✔
View, edit and delete other users groups	✗	✗	✔	✔
Flows
*Create, edit and manage their own flows  (*Business plan or above only)	✔	✔	✔	✔
View, edit and delete other team members flows	✗	✗	✔	✔

Supporting Material:

• Online Proofing
• Flows & Zibots
• Connections
• Ziflow Administration