Account Management

General Settings

Manage out of office
Enable Out of Office in Ziflow to indicate that you're unavailable for proof reviews. Available on: All editions This feature is in Public Preview phase. Public Preview...
Create custom permissions for user and manager roles
Summary: Given the complexities of today's creative review and approval workflows, many organizations need fine-grained permissions for users beyond what is provided in Ziflo...
Add custom branding
Branding possibilities depend on the Ziflow edition. The Starter edition has basic customization options, including uploading your logo to the dashboard and choosing your Zif...
Add a Terms and Condition notice
Summary: Enterprise account administrators can configure a pop-up to include legal information and external links and require reviewers to accept the terms of usage before us...
Change language settings
Summary: Ziflow administrators can set the default account language. Each Ziflow user can select their preferred language in their profile settings. Available: All Ziflow e...
Add a custom domain
Summary: Setting up your own custom domain allows you to brand your Ziflow account with your company's unique URL address. Available for: on Ziflow Enterprise edition. Custom...

General Proofing Settings
This is where account admins will establish defaults for the general proof settings. They are divided into four categories: Proofing defaults Proof sharing Folder shar...
Configuring and Using Workflow Templates
Summary: Workflow templates can tremendously speed up the review creation process. If you tend to use the same configuration of stages, reviewers, and email notifications, us...
Email Templates
Summary: To help ensure that only the most relevant, appropriate proof data is sent to reviewers, we’ve expanded the customization options on Ziflow email templates. Administ...
Ziflow Viewer Settings
This is where account admins will establish defaults for the Proof Viewer settings. To start adjusting Proof Viewer settings, please go to Settings -> Proofing Settings -> Pr...
Manage decision settings
This is where account admins will establish defaults for decision settings. To start adjusting decision settings, please go to Settings -> Proofing Settings -> Decisions, as ...
Manage comments, labels, and reactions
Account admins can configure defaults for comment settings. Select your user avatar, and go to Settings > Proofing Settings > Comments. Add and manage comment labels Con...

Webhooks
Summary: Webhooks are one way that apps can send automated messages or information to other apps. It’s a simple way for your Ziflow account to "speak" with other online appli...
S3 Credentials
Summary: This feature enables you to provide S3 credentials that will be used to access proof source files from a secured bucket on Amazon Simple Storage Service. Available...
API Settings
This is where account admins will establish defaults for the API settings. Ask user to change their password when they sign in - you may force your users to change their p...

SCIM provisioning with Microsoft Entra
The integration between Microsoft Entra and Ziflow that enables this provisioning is built around an industry-standard protocol known as SCIM (System for Cross-domain Identit...
General Security Settings
Ziflow administrators can enable security settings that vary by plan level. Depending on the type of your Ziflow subscription, you may see different options: Allow ...
Proof Security Settings
Summary: The Proof Security Settings allow customers to securely share proofs, not only with users but with guest reviewers as well. This functionality ensures that only desi...
Single Sign-On (SSO)
Summary: Ziflow supports Secure Assertion Markup Language (SAML), which allows you to provide single sign-on to your users. The benefit of Single Sign-on (SSO) is that your u...
SCIM provisioning with Okta
The integration between Okta and Ziflow that enables this provisioning is built around an industry-standard protocol known as SCIM (System for Cross-domain Identity Managemen...
IP Allowlist
Summary: As a creative collaboration and online proofing platform, we understand the importance of security for our customers. That's why we have introduced a new feature cal...

Embedded Review & Approval
This guide will take you through the integration steps and key points to consider at each point. When you see Decision, this will prompt you to make a choice in your integrat...

Trusted (Hub/Satellite) Accounts
Summary: In many cases, our customers need to manage multiple accounts (various agencies, brands, departments, etc.). With Trusted Accounts, admins can set up trust relations...
Managing Multiple Accounts
Summary: Users of Ziflow can sign-up or be invited to multiple accounts using the same email address. Organizations and agencies that manage multiple Ziflow accounts (one acc...
Creating multiple Ziflow Accounts
Summary: Ziflow allows having multiple accounts registered under a single email. This becomes handy when your organization needs to split its team's work into separate worksp...