Proof security and sharing settings

Dina Bennett
Dina Bennett
  • Updated

Use proof security settings to configure default access to proofs and whether reviewers must authenticate before viewing them. These settings apply to both licensed users and guest reviewers and ensure that only the right people can open shared content.

Available for administrators on: Business Legacy, Standard Pro Enterprise

Location: Settings > Proofing Settings > General

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Configure default security settings 

Ziflow administrators can manage proof security defaults. 

  1. Go to Settings > Proofing Settings > General.
  2. Choose a security setting in Proof security.
  3. Set to allow users to edit this setting or disable.

Depending on your Ziflow edition, different security options are available.

Proof security settings

When a proof requires authentication, Ziflow verifies the reviewer before granting access. If the reviewer is a licensed user, they log in with their password.

If the reviewer is a guest:

  1. The guest opens the proof link and sees a verification prompt.
  2. Ziflow emails a one-time verification code to the guest. Verification codes expire after 15 minutes. Guests can request a new code if it times out.
  3. The guest enters the code to continue to the proof.
Setting Description

Users & guests (authentication not required)

Std Pro Ent

Anyone added as a user or guest reviewer can open the proof without authenticating.

Users & guests (authentication required)

Ent

Users and guests can access the proof, but authentication is required before the proof opens.

Users only (authentication not required)

Std Pro Ent

Only licensed users can access the proof. No authentication needed.

Users (authentication required)

Pro Ent

Only licensed users can access the proof, and they must enter their Ziflow password to open it.

Allow users to change proof security

Administrators can choose whether proof creators are allowed to change the security setting when creating proofs by using the Allow editing toggle next to the setting. If Allow editing is toggled on, proof creators can choose any available option when creating a proof.

Configure guest reauthentication

Enterprise

Administrators can set how often guest reviewers must reauthenticate on each device.

Each licensed user includes a limited number of guest authentications per month. See your billing settings or the pricing page for limits.

  1. Go to Settings > Proofing Settings > General.
  2. In Proof Sharing, set Require guest reviewers to authenticate.
    After authenticating, the guest stays signed in for the duration defined (1 hour, 24 hours, or 7 days).

 

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