Understanding Ziflow Roles and Permissions

    Summary: It is vital to understand the different roles and permissions available in your Ziflow account. There are 4 options to choose from:

    • 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 Ziflow support team at  support@ziflow.com 

    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 Ziflow users.

    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 Ziflow users (change user roles, edit profiles)

    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: