User Management
Add, archive and control 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
Controlling user access
What are user roles?Understanding the purpose and importance of user roles in Zigaflow
Giving User(s) Access to a ModuleTo access a module, users need to be given permission in the system
Creating and Editing User RolesControl access to certain functionality
Hiding Prices and CostsPrevent users with specific roles from seeing these and adding one-off items
Prevent Users from Exporting DataSet up a user role that doesn't allow exporting data by module
Managing Team Members
Adding, removing and changing
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 MemberFollow these steps to add a new team member to your Zigaflow account
Change a User's Login EmailWhen the user's email changes
Leavers - How to Remove ThemArchiving users and removing them immediately from the system
Unarchive/Restore/Reinstate a UserWhen a user has been archived, they cannot access the system.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