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Ziflow user roles and permissions

Mike Salyga
Mike Salyga
  • Updated

There are five  different user roles available in your account. 

  • User

  • Billing

  • Admin

  • Manager

  • Lite User (Enterprise only)

The Admin assigns roles in Ziflow. An Admin can grant multiple roles to the same user. 

NOTE: 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 Transferring Account Owner Role.

If you assign a person User, Billing, Manager, and Admin roles, they will have full permissions of an  Account Owner.

Use the Custom permissions feature in Ziflow  to overwrite the default Ziflow role permissions. If you use custom permissions, the permissions shown in the Default role permissions are no longer accurate.

 

Default role permissions

The table below displays the default permissions applied to Ziflow roles.

  USER BILLING ADMIN MANAGER LITE USER

Administration

 

 

 

    
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
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
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

USER

BILLING

ADMIN

 MANAGER LITE USER
*Create, edit and manage their own flows (*Business plan or above only)

✔

✔

✔

✔

✘
View other team members' flows

✘

✘

✔

✔

✘

Guest reviewers

  1. Guests do not have their own Ziflow login and cannot log into the account. They cannot access the Ziflow dashboard and its features.

  2. 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.

 

Additional information: 

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