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Users & Contacts

Learn more about managing different contacts in Ziflow.

  • 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...

  • Guidelines for Bulk Email Address Modification

    For those requiring simultaneous updates to multiple email addresses linked to your Ziflow account, please carefully follow the instructions detailed below.   Understanding t...