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People Management

Users & Contacts

    • Manage users and contacts

      Admins can manage users and contacts in the People tab.   Features listed in this article: The People tab Change user role Delete or deactivate a user View and manage...

    • 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: Users - Users can create and manage their proofs, gr...

    • Ziflow user roles and permissions

      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...

    • Lite Users

      Summary: We created another role in Ziflow called a Lite user. Lite users can be treated as guest reviewers, but have the ability to log into your Ziflow account where they c...

    • Transferring Account Owner Role

      Summary: Account ownership can be transferred to another user. This is particularly useful if team roles or priorities change and a new account steward needs to be named. Onl...

    • Transfer Proofs to Another User

      Summary: Feature that allows transferring ownership of all proofs. Helps when an admin needs to delete a user or delegate proof ownership.   Available for: account Administra...

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    Groups

      • Creating and Managing Groups

        Summary: Easily bring team members together by creating groups of frequently involved team members with predefined roles (view, comment, decision) to accelerate the feedback ...

      People management FAQ

        • How Do I View and Edit My Profile?

          Summary: All users in Ziflow can view and edit their profiles, making it easy to amend personal information such as your name, profile picture, phone number etc. They can als...

        • What is the Difference Between a User, Guest, and Lite User?

          There are three different types of contacts you may invite to your account: Users Guests  Lite users​ Users Have the ability to log in to Ziflow within your organization...

        • How Do I Change My Ziflow Password?

          Passwords can be changed along with other personal details from the profile details level. The profile details menu can be accessed under your profile avatar in the right-upp...