Summary: It is vital to understand the different roles and permissions available in your account. There are four 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 four roles listed in the table. If you need to transfer the Account Owner role, please visit the 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.
Please note that the Custom permissions feature in Ziflow allows you to overwrite the default user and manager permissions. When custom permissions are saved, the permission table below can no longer accurately represent the current user permission logic.
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 |
✗ |
✗ |
✔ |
✔ |