What is the Client role in Enterprise Plan?

What zipBoard Offers

zipBoard simplifies client collaboration by allowing you to add external stakeholders as Clients to your projects. With features like the 'Add Client' button and advanced permission settings, you can provide clients with the exact level of access they need—nothing more, nothing less.

Clients can:

• View and provide feedback on shared files, comments, and messages.
• Convert feedback into actionable tasks for smoother workflows.
• Enjoy a clutter-free experience without being exposed to internal activities or discussions.

Why It’s Beneficial

• Streamlined Collaboration: Focused client access reduces unnecessary back-and-forth and keeps feedback on track.
• Privacy Preserved: Internal team discussions, tasks, and workflows remain secure.
• Efficient Workflow Management: Clearer communication means fewer misunderstandings and faster approvals.

Impact Across Industries

• AEC (Architecture, Engineering, and Construction): Collaborate effectively with clients, subcontractors, and consultants while keeping project details secure.
• E-Learning: Share course content with SMEs for review without exposing development notes.
• Marketing and Design: Collect client feedback on campaigns and visuals without revealing internal drafts.
• Software Development: Enable user feedback during beta testing while maintaining internal sprint details.

How It Works

1. Add your client via the 'Add Client' button in the Collaborators tab.

   

2. Share files with customizable permissions:
   • Let clients view all or specific boards.
   • Allow them to provide comments or start new reviews.

3. Use advanced settings to manage what feedback is visible to whom.

   

4. Convert comments into tasks for efficient follow-ups.

Experience Seamless Client Collaboration

Start leveraging zipBoard's client collaboration tools today.

👉 Try zipBoard free for 14 days or Book a Demo to see how it can transform your workflows.