What is the role of a "Manager"?

A Manager is an organization-level role that can create and manage projects, add people to them, upload and review files, and create and assign tasks. Only the organization's project owner can add managers, on Team, Business and Enterprise plans.

You can only add managers if you are the project owner for an organization (available on Team, Business and Enterprise plans). To learn how to add or remove a manager, read Adding a Manager Account.

What are managers in zipBoard?

A manager helps keep your organization's projects organized. Manager accounts are created at the organization level, and managers have control over everything at the project level, including the authority to:

  • Create and delete projects
  • Add and remove others to and from their projects
  • Upload content into projects for review
  • Create boards in projects
  • View reports related to the project

What can a manager do in a project?

  • Add projects: Add a project in the organization.
  • Add collaborators/clients: Add collaborators and clients to the project.
  • Upload/review files: Upload and review files, including files in other projects.
  • Create tasks: Create tasks in all files and projects.
  • Add feedback: Add feedback to files under review.
  • Assign tasks: Assign tasks to other users.
  • Add screens: Add screens to the review board.
  • Add messages: Add messages and reply to messages.
  • Share reviews: Review files.

What happens when a manager removes people or is removed?

  • A manager can remove collaborators/clients from a project only if the manager added that project to the organization.
  • If you remove a manager from the organization, their projects and the tasks assigned to them are reassigned to the organization owner.
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