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, edit, and delete other team members flows | ✗ | ✗ | ✔ | ✔ |