What is the "Add Client" button for?

Managing feedback effectively is essential to ensuring a clutter-free project cycle. At zipBoard, we recognize that while clients don’t need to know the nitty-gritty of your internal workflows, they must be seamlessly integrated into the review and approval process when required.

To simplify this collaboration, zipBoard provides two distinct user roles: Collaborators and Clients.

Collaborators: Internal team members who manage the project's workflows, comments, and activities.
Clients: External stakeholders who can access and approve feedback while remaining focused on project deliverables without visibility into internal discussions.

Why Do We Have This Feature?

Privacy for Internal Teams: Keep internal activities and comments confidential while allowing clients to participate where needed.
Streamlined Feedback Process: Clients can review, approve, and convert feedback into actionable, trackable tasks, ensuring smoother collaboration.
Clear Roles, No Confusion: By distinguishing between internal and external contributors, everyone stays in sync without compromising team privacy or efficiency.

How to Add Clients to Your zipBoard Project

Log in to your zipBoard account and navigate to the desired project.
On the project home screen, go to the Collaborators tab in the left menu.
Click the 'Add Client' button.
Enter the email address of your client and an optional invitation message.
Click the 'Invite' button to send the invitation.

Your client will receive an email invitation. Once they accept the invite and log in to zipBoard, they can access the project and provide their feedback.

Benefits of Using zipBoard by Industry

AEC (Architecture, Engineering, Construction)

Collaborate with architects, engineers, contractors, and clients in one platform.
Simplify the review of construction documents and blueprints with visual annotations.
Ensure timely approvals to keep projects on schedule.

eLearning and Educational Content

Streamline course content reviews with clear, visual feedback.
Collaborate with instructional designers, SMEs, and clients in real-time.
Track changes efficiently to ensure the quality and accuracy of learning materials.

Marketing and Design Agencies

Simplify creative reviews with clients and stakeholders using a centralized platform.
Reduce back-and-forth emails with task tracking and visual annotations.
Deliver campaigns faster with a clear approval process.

What’s Next?

Explore zipBoard today and see how it transforms your project management and feedback processes.

💡 Start with a 14-day free trial to experience the full power of zipBoard, no credit card required. Or, book a live demo with our team to see how zipBoard fits your needs.

👉 READ: How do I Share Files with a Client?

This feature is available exclusively with the Enterprise Plan. If you're interested in unlocking this functionality, please contact our support team to learn more or upgrade your plan at [email protected].