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.

   Only users who belong to your account can be assigned the Manage role in a group.
   When a member is added to a group, the system captures a snapshot of their notification settings at the time of addition. These settings remain unchanged within that group, even if the member updates their personal notification preferences later. To modify notification settings for that member within the group, you must update the setting 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.