User management
Add and archive users, manage team members and control what each person can access
16 articles
- Find out how many users you haveThere are two types of users, active and inactive - this article shows you where to find this information
- How to create rolesThis will show you how to create roles and assign them to your team members. This is for when you want to limit access on a per-team basis, i.e., for…
Roles and access permissions
Control what each user can see and do in Zigaflow with roles and access permissions
- What are user roles?Learn how user roles control which areas, cost and pricing details, reports and data exports each team member can access in Zigaflow.
- Giving users access to a moduleAssign a module to one or more users from Team Settings, then check their role permissions if they still can't access it after logging back in.
- Creating and editing user rolesCreate or edit a user role in Team Settings, set module access and quotation approval levels, and hide prices and costs from that role.
- Hiding prices and costsPrevent users with specific roles from seeing these and adding one-off items
- Prevent users from exporting dataCreate or edit a user role that blocks exporting data from chosen modules, then assign that role to users in Team Settings.
Managing team members
Add, remove and change the team members on your Zigaflow account
- Archive a userUse this for leavers. Archiving a user removes them from your license count and prevents them from accessing the system.
- Change a user's roleFollow these steps to change the role permissions assigned to one of your team members
- Add a user/team memberAdd a new user or team member to your Zigaflow account by opening Team Settings, clicking the button, and entering their details.
- Change a user's login emailUpdate a team member's login email as an admin, including disabling two-factor authentication, so they can sign in with their new address.
- Leavers - how to remove themRemove a user who has left by archiving them to free their license, then revoking their login to sign them out of Zigaflow immediately.
- Unarchive, restore or reinstate a userWhen a user has been archived, they cannot access the system. However, it is easy to restore their access if they return
- Temporarily remove multi-factor authentication (MFA)/2-factor authentication (2FA) for a userIf a user is struggling to log in, you can remove MFA/2FA so they can log in and set it up again