The People tab is where Ziflow administrators can view, add, and manage Ziflow users and guests.
Filter people
Filter by type
Use the filters to view people by type.
| Everyone | All account users and guests |
| Users in this account | All people added to your account as users. They have full access to the platform based on the roles assigned to them |
| Users in other accounts |
People who are users on another Ziflow account, but have been added to at least one proof on your account People who are users on trusted accounts Users in other accounts cannot access your dashboard or account settings. They only have access to the dashboards and account settings where they are licensed users. |
| All guests | All people added to your account as guests. These users do not have access to the dashboard and interact only via email links. (No badge) |
| Guests I own | Guest that you have created on this account |
| All groups | All groups in this account |
| Groups I belong to | All groups you belong to |
| Groups I own | All groups you created and own |
Filter by role and status
Use custom people filters to search through your people by role and status.
Select Filter above your people list, add a role and/or status and click away from the filter drop-down to close. You can add multiple filters and use "or" to add more roles and statuses.
Filter by name, email, or company
Select Search by name above your people list and enter a name, email address, or company name.
Export a list of people to a CSV file
Export a list of people to a CSV file to analyze data related to your people list or pull a list of specific people from your account.
The exported file contains the following details:
| First name | Last name | Company name | Groups | Status | Roles |
Open the People tab and use filters to view the list you want to export.
Select the Export current view to CSV button in the dashboard's upper-right corner.
Ziflow generates a CSV export file which should be available for download anytime.Select the direct download link at the top of the window to get the file.
You'll receive the same CSV file by email.
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