Session 9: Security and Access Controls

In this session of Ziflow Academy, we’ll dive into the security features that help protect your content while keeping collaboration smooth. From user roles and permissions to proof access and authentication, we’ll walk through how to lock down your workspace without slowing anyone down. 

Topics Covered:

• Platform Access vs. Proof Access – What’s the difference, and why it matters
• User Roles and Permissions – Controlling who can upload, edit, share, or manage content
• Account-Level Security Settings – Enabling SSO, 2FA, IP allowlisting, session rules, and more
• Folder and Sharing Permissions – Managing access at the folder level and using public links wisely
• Review Accountability & Authentication – Proof subscriptions, access links, and electronic signatures
• Security Best Practices – Tips for keeping your account safe and efficient

After This Video, You’ll Be Able To:

• Explain the difference between logging into Ziflow and reviewing a proof
• Assign the right roles and permissions for each user
• Configure SSO, 2FA, and IP allowlisting to meet your org’s security standards
• Control access and sharing at the folder and proof level
• Set authentication and signature rules to ensure reviewer accountability
• Apply best practices to protect sensitive content and manage external collaborators

Need a hand with security settings? Explore these additional guides from the Ziflow Help Center:

• Single Sign-On (SSO) support
• IP allowlist
• Two-Factor Authentication (2FA)
• Configure general security settings 
• Ziflow user roles and permissions
• Share folders and manage access
• Configure proof security when creating a proof

Go to Session 10: Integrating with Slack and Microsoft Teams