Summary: It is vital to understand the different roles and permissions available in your account. There are 4 options to choose from:
User
Billing
Admin
Manager
You can grant multiple roles to the same user.
Only account admins are able to assign roles.
NOTE: The account Owner is automatically assigned to the subscriber. This person will be given all 4 roles listed in the table. If you need to transfer the Account Owner role please visit the following Help Center article.
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 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 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 |
✔ |
✔ |
✔ |
✔ |
Edit & manage all proofs |
✗ |
✗ |
✔ |
✔ |
Comment if not invited in the proof |
✗ |
✗ |
✗ |
✗ |
View proof details in Ziflow Viewer |
✔ |
✔ |
✔ |
✔ |
See the 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 other team members' flows |
✗ |
✗ |
✔ |
✔ |