Create custom permissions for user and manager roles

Dina Bennett
Dina Bennett
  • Updated

Enterprise administrators can configure permissions for users and managers on key objects and pages to match their organization’s needs. 

Available for administrators on: Enterprise

To open Permissions settings:

  1. Log into Ziflow. Select your avatar and go to Settings > Permissions.

    permissions-open.jpg

The Permissions page has an editable table that defines what actions users and managers can perform in Ziflow.


Configure role permissions

  • Use the drop-down menu at the top of the table to switch between User and Manager roles.

  • Enable or disable specific permissions to control access to features such as proofs, folders, templates, and people.

  • You can also manage access to other capabilities like Zibots and Insights.

  • To return to default settings, select Reset User/Manager permissions.
  • The toggles for the People and Insights tabs and Zibots disable access for all users or managers.

Save changes

After updating the permissions table, click Save changes to apply your updates.

Each toggle is independent:

  • Proofs > View All controls whether the role can see every proof in the account, regardless of which folder it's in or who was invited
  • Private folders > View All controls whether the role can browse into every private folder in the account

Turning off Private folders > View All, or leaving someone off a specific private folder's member list, does not turn off Proofs > View All. If a role has that permission enabled, they'll still see every proof on their dashboard, including ones inside private folders they can't browse to directly.

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