How to Add Members from an Organization or Project?

There are two options to add stakeholders:

1. Project level: Here you can add clients and collaborators

2. Organization level: Here you can add managers and manage user roles (this is available only for Enterprise plan)

Adding Collaborators

You can share your files by inviting collaborators. All plans are able to add collaborators. Collaborators have the ability to:

• Upload/Review files 
• Create a task
• Add feedback
• Assign a task
• Add screens
• Add messages
• Share review

Adding collaborators can be done by an owner/manager.

Note: Removing any user from the project/organization can only be done by the Owner/Project owner.

To add collaborators:

1. Log in to your zipBoard account and navigate to the Projects page.
2. Click the collaborator tab (You can also click on collaborator link from home page) 
3. Click add collaborator
4. If a person to be invited as a collaborator is already having a zipBoard account, start typing the name and select from the dropdown list. If not, enter their email ID and send an invitation to add as a collaborator

Adding Managers

Adding managers can be done only from enterprise plans in org level.

Managers have the ability to:

• Add Project
• Add Collaborators/Clients
• Upload/Review files 
• Create a task
• Add feedback
• Assign a task
• Add screens
• Add messages
• Share review

To add managers:

1. Log in from your Organization/Enterprise admin account
2. From the properties drop-down, select 'Manage Org'.
3. If a person to be invited as a manager is already having a zip board account start typing the name and select from the dropdown list. If not, enter their email ID and send an invitation to add as a manager

Adding Clients

Adding clients can be done by an owner/managers and also from an enterprise plan only 

Client has the ability to:

• Add feedback
• Add message
• Convert other stakeholder feedback to the task (To know how to convert click here)
• Review Files

To add clients:

1. Login to your zipBoard account and navigate to the Projects page.
2. Click the collaborator's tab
3. Click 'Add client'
4. If a person to be invited as a Client is already having a zip board account start typing the name and select from the dropdown list. If not, enter their email ID and send an invitation to add as a client