Add users and contacts to Ziflow

Add users and contacts to Ziflow in the People tab.

There are three options when adding a contact to your account:

1. Users - Users can create and manage their proofs, groups, and flows. Admins can add or delete users and grant additional permissions/roles to a user.

2. Contacts - A contact/guest is anyone who is not a registered user within the account. Contacts/guests can participate in the review and approval process by being added as a guest reviewer by the proof creator. Any Ziflow user can add contacts/guests. 

3. Lite users - (Enterprise only) A contact that can access the Ziflow dashboard, but cannot create/manage content.

Read more about the differences between different types of contacts.

Depending on whether you are adding a user or a guest, the following invitation forms will be presented:

or...

Fill in all required fields:

1. Email

2. First name

3. Last name

4. Role (or Company name if you are adding a contact/guest)

If you want to invite additional users, simply click the “+ Add another user/contact” button.

Once you have entered the required details, the user will receive an email notification like the one shown below:

From this point, the rest of the registration process is completed by the invited user/s.

A registration form will open by clicking on Verify email address, as shown below. It will automatically populate the fields that were input by the admin. The email address is the only thing that cannot be modified.

Once the user clicks Update and Sign in, they will automatically be logged in, and they can begin to use the application.

Supporting material:

• Understanding Ziflow roles and permissions

• Managing Ziflow Contacts

• FAQ: What is the difference between a user and guest?