Managing Stakeholders

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 and removing 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 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 collaborator

To remove collaborators:

If you’re the Owner of the organization (for enterprise customers) or have created the project, then you have the privilege of removing anyone from it.

1. Log in to your Zipboard account, and navigate to the Projects page.
2. Click the collaborator tab
3. Click on remove option under the "Action" column.

When you remove a collaborator from a project (or remove them completely from an organization), their comments remain available and their tasks will be assigned to the corresponding owners/managers.

Adding and removing managers

Adding/removing 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

To remove managers:

1. Log in from your Organization/Enterprise admin account
2. From the properties drop-down, select 'Manage Org'.
3. Click on remove option under the "Action" column.

Adding and removing clients

Adding/removing 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

To remove clients:

1. Login to your Zipboard account, and navigate to the Projects page.
2. Click the collaborator's tab
3. Click on remove option under the "Action" column.

Creating a public share link

1. Login to your Zipboard account, and navigate to the Projects page.
2. Click on the file/link tab
3. Click on the file to be shared
4. Click on the share link and the Share Review tab appears
5. Select the desired options to share and then a public share link will be generated under the 'copy url to share'

To know more about the link settings, click here