Roles & Permissions

Understand the differences between Owner, Admin, Editor, and Viewer roles and what each can do in ZenFlip.

Roles & Permissions

ZenFlip uses role-based access control to give your team members the right level of access. Each role has a specific set of permissions, so you can collaborate effectively while keeping sensitive settings and data secure.

The Four Roles

ZenFlip provides four roles, from most to least access:

  1. Owner - Full control over everything

  2. Admin - Nearly full control, minus billing and ownership

  3. Editor - Create and manage publications

  4. Viewer - Read-only access

Detailed Permissions by Role

Owner

The Owner is the person who created the organization (the original account holder). There is exactly one Owner per organization, and the role cannot be deleted - only transferred.

Owners can:

  • Create, edit, publish, and delete publications

  • Upload PDFs and manage all content

  • View and export all analytics

  • Manage lead capture forms and export leads

  • Invite and remove team members

  • Change any member's role (including promoting someone to Admin)

  • Transfer ownership to another member

  • Configure all organization settings (branding, custom domain, templates)

  • Manage billing - upgrade, downgrade, cancel, update payment method

  • View invoices and billing history

  • Access the audit log

  • Delete the organization

Admin

Admins have broad access to manage the organization's day-to-day operations. They can do nearly everything an Owner can, with a few exceptions.

Admins can:

  • Create, edit, publish, and delete publications

  • Upload PDFs and manage all content

  • View and export all analytics

  • Manage lead capture forms and export leads

  • Invite and remove team members (except the Owner)

  • Change member roles (except the Owner's role)

  • Configure organization settings (branding, custom domain, templates)

  • Access the audit log

Admins cannot:

  • Manage billing or payment settings

  • Transfer organization ownership

  • Remove or change the Owner's role

  • Delete the organization

Admin is the right role for trusted team leads or managers who need full operational control but shouldn't handle financial details.

Editor

Editors are content creators who need to build and manage publications but don't need organizational control.

Editors can:

  • Create new publications

  • Edit publications they created

  • Upload PDFs

  • Publish and unpublish their own publications

  • View analytics for publications they created

  • Manage lead capture forms on their own publications

  • View other team members' publications (read-only)

  • Use templates

Editors cannot:

  • Delete publications (their own or others')

  • Edit other team members' publications

  • Invite or remove team members

  • Change anyone's role

  • Access organization settings (branding, billing, domain)

  • Export analytics data (CSV)

  • Access the audit log

Editor is the right role for content creators, designers, and marketers who need to build and publish flipbooks without access to team or billing settings.

Viewer

Viewers have read-only access. They can see content and analytics but can't create or change anything.

Viewers can:

  • View all published publications

  • View analytics dashboards (read-only)

  • View lead capture data (read-only)

  • View team member list

Viewers cannot:

  • Create, edit, publish, or delete publications

  • Upload PDFs

  • Export any data

  • Manage lead capture forms

  • Invite or remove team members

  • Access any settings

  • Access the audit log

Viewer is the right role for stakeholders, executives, or clients who need to see publications and performance data without making changes.

Permissions Summary Table

Permission

Owner

Admin

Editor

Viewer

Create publications

Yes

Yes

Yes

--

Edit own publications

Yes

Yes

Yes

--

Edit others' publications

Yes

Yes

--

--

Delete publications

Yes

Yes

--

--

Publish / unpublish

Yes

Yes

Own only

--

Upload PDFs

Yes

Yes

Yes

--

View analytics

Yes

Yes

Own pubs

Read-only

Export analytics CSV

Yes

Yes

--

--

Manage lead capture

Yes

Yes

Own pubs

--

Export leads CSV

Yes

Yes

--

--

Invite team members

Yes

Yes

--

--

Remove team members

Yes

Yes

--

--

Change roles

Yes

Yes (not Owner)

--

--

Branding settings

Yes

Yes

--

--

Custom domain

Yes

Yes

--

--

Billing & payments

Yes

--

--

--

Audit log

Yes

Yes

--

--

Transfer ownership

Yes

--

--

--

Changing Roles

Owners and Admins can change any member's role at any time:

  1. Go to the Team page

  2. Click the role dropdown next to the member's name

  3. Select the new role

  4. The change takes effect immediately

Important: Role changes are logged in the audit log for accountability.

Transferring Ownership

If you need to transfer the Owner role to another team member:

  1. The current Owner goes to Settings > Organization

  2. Click Transfer Ownership

  3. Select the team member to become the new Owner

  4. Confirm with your password

  5. The previous Owner is automatically changed to an Admin role

Ownership transfer is immediate and irreversible without the new Owner's cooperation.

Best Practices

  • Keep the number of Admins small - Only grant Admin access to people who genuinely need to manage team settings

  • Use Editor for content creators - Editors have all the tools they need to build great flipbooks without access to billing or team management

  • Use Viewer for stakeholders - Give executives, clients, or external partners Viewer access so they can see publications and data without risk of accidental changes

  • Review roles regularly - Periodically check your Team page and ensure everyone has the appropriate role, especially after team changes