There are five different roles available in your account.
User (Pro Ent)
Billing
Admin
Manager
- Lite user (available as an add-on purchase for Enterprise edition)
Your Ziflow administrator assigns roles in Ziflow. Administrators can grant multiple roles to the same user.
The Account Owner role is automatically assigned to the person who created the Ziflow account. The Account Owner is given User, Billing, Admin, and Manager roles. If you need to transfer the Account Owner role, see Transfer account ownership.
If you assign a person all roles (User, Billing, Manager, and Admin), they will have the full permissions of an Account Owner.
To overwrite the default Ziflow role permissions, use the Custom permissions feature. If you use custom permissions, the permissions shown in the tables below will not apply.
The table below displays the default permissions applied to Ziflow roles.
Administration |
USER Pro Ent |
BILLING | ADMIN | MANAGER |
LITE USER Ent |
| Edit personal profile information | ✔ |
✔ |
✔ |
✔ |
✔ |
| Connect to Cloud Storage or Applications | ✔ |
✔ |
✔ |
✔ |
✘ |
| Purchase or change editions | ✘ |
✔ |
✘ |
✘ |
✘ |
| Upgrade/downgrade the number of users in the system | ✘ |
✔ |
✘ |
✘ |
✘ |
| Manage users (change user roles, edit profiles) | ✘ |
✘ |
✔ |
✘ |
✘ |
| View invited guests/users profiles | ✔ |
✔ |
✔ |
✔ |
✘ |
| View, add and admin all guest contacts, perform actions and bulk actions | ✘ |
✘ |
✔ |
✔ |
✘ |
| Invite & delete users | ✘ |
✘ |
✔ |
✘ |
✘ |
| Invite guests | ✔ |
✔ |
✔ |
✔ |
✘ |
| Edit the branding panel and domain | ✘ |
✘ |
✔ |
✘ |
✘ |
| Configure SSO settings | ✘ |
✘ |
✔ |
✘ |
✘ |
Billing |
USER |
BILLING |
ADMIN |
MANAGER |
LITE USER Ent |
| Access the billing window | ✘ |
✔ |
✘ |
✘ |
✘ |
| View and collect invoices | ✘ |
✔ |
✘ |
✘ |
✘ |
| Edit payment details | ✘ |
✔ |
✘ |
✘ |
✘ |
| Receives all system emails regarding billing and edition upgrades | ✘ |
✔ |
✘ |
✘ |
✘ |
Proofs |
USER |
BILLING |
ADMIN |
MANAGER |
LITE USER Ent |
| Create, edit and manage their own proofs | ✔ |
✔ |
✔ |
✔ |
✘ |
| Edit & manage all proofs | ✘ |
✘ |
✔ |
✔ |
✘ |
| Comment if not invited in the proof | ✘ |
✘ |
✘ |
✘ |
✘ |
| View proof details in Ziflow Viewer | ✔ |
✔ |
✔ |
✔ |
✘ |
| See the entire proof workflow | ✘ |
✘ |
✔ |
✔ |
✘ |
| Compare proof versions | ✔ |
✔ |
✔ |
✔ |
✔ |
| Change proof settings: name, folder, owner, settings | ✘ |
✘ |
✔ |
✔ |
✘ |
| Delete proofs and versions (even if not invited in the proof) | ✘ |
✘ |
✔ |
✔ |
✘ |
| Delete and restore other reviewers' comments | ✘ |
✘ |
✔ |
✔ |
✘ |
| Delete and restore own comments | ✔ |
✔ |
✔ |
✔ |
✔ |
| Lock/Unlock proof or versions (even if not invited in the proof) | ✘ |
✘ |
✔ |
✔ |
✘ |
| Add/Edit/ Delete stage | ✘ |
✘ |
✔ |
✔ |
✘ |
| Lock/Unlock stage | ✘ |
✘ |
✔ |
✔ |
✘ |
| Archive/Unarchive proofs | ✘ |
✘ |
✔ |
✔ |
✘ |
| Change other reviewers' decision | ✘ |
✘ |
✔ |
✔ |
✘ |
| Export comments to PDF | ✔ |
✔ |
✔ |
✔ |
✔ |
| Create folders and private folders(*Pro/Business plan or above only) | ✔ |
✔ |
✔ |
✔ |
✘ |
| View, edit, and delete other users private folders | ✘ |
✘ |
✔ |
✔ |
✘ |
| Create and manage own review groups | ✔ |
✔ |
✔ |
✔ |
✘ |
| View, edit, and delete other users review groups | ✘ |
✘ |
✔ |
✔ |
✘ |
| View public comments from the same stage and other stages | ✔ |
✔ |
✔ |
✔ |
✔ |
| View private comments from the same stage | ✔ |
✔ |
✔ |
✔ |
✔ |
| View private comments from other stages | ✘ |
✘ |
✔ |
✔ |
✘ |
| Change own email notification preferences - in Proof Viewer | ✔ |
✔ |
✔ |
✔ |
✔ |
| Download original file - if enabled on proof | ✔ |
✔ |
✔ |
✔ |
✔ |
| View proof custom properties | ✔ |
✔ |
✔ |
✔ |
✔ |
| Add/Edit/Delete custom properties | ✘ |
✘ |
✔ |
✔ |
✘ |
Flows(Business plan or above only) |
USER |
BILLING |
ADMIN |
MANAGER |
LITE USER Ent |
| Create, edit and manage Ziflow and third-party app flows | ✘ |
✘ |
✔ |
✘ |
✘ |
Create, edit, and manage cloud storage-based flows (Dropbox and Google Drive) |
✔ |
✔ |
✔ |
✔ |
✔ |
| View other team members' flows | ✘ |
✘ |
✔ |
✔ |
✘ |
Guest reviewers
- Guests do not have their own Ziflow login and cannot log into the account. They cannot access the Ziflow dashboard and its features.
- Guests can access, view, review, approve, and share proofs explicitly shared with them (using a URL sent in a Ziflow email) within the Proof Viewer.
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