Summary: The Proof Security Settings allow customers to securely share proofs, not only with users, but also with guests (reviewers that do not have a Ziflow account). When a guest accesses a secure proof, Ziflow will generate a unique token and email it to the reviewer.
Available for: Business and Enterprise editions. (NOTE: guest authentication on Enterprise only).
Where is the feature setup? Proof security settings can be found under "Proof Settings" > "General".
How does it work for Business edition?
There are 3 proof security settings to choose from. These settings are managed by Ziflow admins. The admins can choose a default so users are not able to change this setting. If no default was set by the admin, proof creators may decide which setting should be applied.
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All users and guests can access the proofs. No authentication is required.
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Guests cannot be invited to review proofs. Users will be able to access the proofs via URL.
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Guests cannot be invited to review proofs. Users must authenticate with their e-mail and password before accessing proofs.
How does it work for Enterprise edition?
With the Enterprise edition there is one additional setting: Share with users & guests. Authentication required.
Additionally, Ziflow admins can set how often a guest needs to authenticate on each device. This setting is located in the same place as proof security settings.
How does guest authentication work?
When a guest reviewer tries to access a proof that requires authentication, a verification request will be shown.
The guest will receive an email containing a verification code. Once that code is successfully confirmed, he/she will be able to access the proof.
Additional information:
- The verification code expires after 15 minutes but guests can request a new token be emailed.
- After a guest is authenticated, his/her session will remain for the period of time that was set by the admin or proof creator (once for every 1 hour, once for every 24 hours, once for every 7 days).
- Please note: the amount of guest authentications in your Ziflow account is limited. Each user license has 25 guest authentications per month. Please check our pricing page for more details.
