Proof Permissions (Dashboard 2.0)

Assign different proof permissions for each reviewer.

Updated over a week ago

Summary: Understanding the different proof permissions is vital for any proof owner to apply the appropriate permissions for each reviewer.

The owner can add reviewers and set their permissions when creating or editing proofs or versions.

Where is the feature setup? Within the stages under the Reviewers section. As reviewers are added, the proof owner will assign the appropriate permissions for each one.

How does it work?

Below is a description of the permissions.

Reviewers added to the proof with different review permissions

View - the reviewer is limited to viewing the proof and does not possess the authority to annotate, comment, respond to comments, submit decisions, or manage the proofs. This option is commonly used for individuals who only need a proof or project progress update.

Comment - The user can add annotations and remarks to a proof with this permission. Additionally, the reviewer can remove their annotations and comments as long as the proof is not locked.

Decision - This permission allows reviewers to submit a decision on the proof and also revoke it. A reviewer with decision rights takes part in calculating the final decision for a proof stage or the whole proof.

Manage (user reviewers only) - Users with this permission can add new proof versions, delete versions, lock and unlock the proof, delete comments made by other users, and modify proof settings. In addition, reviewers who possess this permission can view all comments posted on a proof, including those that are public.

Share (guest reviewers only) - This allows guest reviewers to share the proof with other participants.

Proof Owner - This role is automatically assigned to the user who creates the proof. By default, the owner is granted all permissions. Comment and Decision rights can be turned off if the proof owner does not need to be involved in that part of the process (for example, this could be an Account Manager who is sending the proof to a client for feedback, decisions, etc.).

*Please Note: If you add a guest reviewer, they will only be able to view, comment, and make decisions on a proof. They cannot "manage" proofs because they are not a registered user in your Ziflow account.

Guest reviewers can only access the proof via the link in the invitation email. This will take them directly into the Ziflow Viewer.

Supporting material:

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