Managing Multiple Accounts

Learn how to manage multiple Ziflow accounts if you're invited to multiple tenants.

Updated over a week ago

Summary: Users of Ziflow can sign-up or be invited to multiple accounts using the same email address. Organizations and agencies that manage multiple Ziflow accounts (one account for them and one for each of their clients) are no longer required to use unique email addresses to sign in to separate accounts. Users can also be assigned unique roles in each account.

Available: on all editions

Where is the feature setup? To access this feature, the user will click on their profile icon, and the menu will display any/all connected accounts.

Viewing multiple accounts under a profile avatar

How does it work?

A user will receive an email inviting them to join a Ziflow account.

Ziflow email confirmation message

They can verify accounts directly in their account by opening their profile and clicking the green Verify button.

Accounts list under a profile details

Ziflow users that belong to multiple accounts can switch between accounts while logged in to the application and still be able to review the proofs shared with them regardless of the account that they are in. Additionally, if a user has a minimum of a Manager role, they can view and manage all that particular account’s proofs. Only admins can manage an account’s settings.

Managing accounts in your profile

If you want to hide an account, click on your profile icon, then View profile.

Viewing profile detail;s in Ziflow

Open the “Accounts” tab and choose which account(s) you want to hide.

Accounts tab under profile details in Ziflow

Setting up a primary account

You can also set your primary account, which you'll log into, so you are always taken to the same account. The primary account will be the account you log in to first when accessing the application. To change the primary account, open your profile page, go to the "Accounts" tab and then choose the primary account from the expandable list.

Selecting primary account in Ziflow

Additional information:

  • When signing up for an additional Ziflow account, you must use the same password as the first account. There is no option to have different passwords for multiple accounts.

  • Admins can change the company name in the Branding tab (Account settings panel). This change will also affect the company name displayed under all user profile pictures.

    Renaming Ziflow account name

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