Create groups of team members who frequently collaborate and assign the predefined roles (View, Comment, Approve, Manage) to use instead of adding them manually during proof creation.

Available for: Any user on all Ziflow editions.

Create a group

1. Log into Ziflow and select the People tab.
2. In the filters pane, select All groups.
3. Click Add a group in the upper-right corner.
   
   
    
4. Complete the group creation form:
   Group name: Enter a name for identification.
   Make this group private: If selected, the group is visible only to you, Ziflow administrators, and managers.
   Group members: Enter the name or email address of each user or contact.
   To add a guest who is not already a contact, enter their email address.
   
   
    

5. Assign each member roles (View, Comment, Approve, Manage, Share) and set their email notification.

   Manage role
   Only users who belong to your account can be assigned the Manage role in a group.
   Notifications
   - If the reviewer is already assigned to a proof stage, the notification settings configured on the proof take precedence over the group notification settings.
   - When a member is added to a group, the system captures their current notification settings and applies them to the group membership. These settings do not update automatically if the member later changes their personal notification preferences. To change notification settings for that member within the group, you must update the group-level settings manually.

6. Click Add a group to save.

Manage groups

Manage existing groups by clicking the options menu (three dots) next to the group name.

View: See all members, their roles, and notification settings. You can also edit the group here.

Duplicate: Clone the group with all members and settings.

Remove: Available only to the group creator, administrators, and managers.