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.
   Note: Only users who belong to your account can be assigned the Manage role in a group.
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.