Getting Started as Super Admins & Admins
Welcome to zipBoard. This guide is all about helping Super Admins like you understand and use the powerful features in zipBoard. You'll learn how to add other admins, set up your organization, and much more. Whether you're new to this or just looking for some guidance, this guide has straightforward steps to make your job easier. Let's get started!
For a Comprehensive Guide for Super Admins, click here
What is a Super Admin?
A Super Admin in zipBoard is the highest-level administrator in the organization, with full control and oversight. They have overall ownership, can add users, create tags, customize organization settings, and access project reports within the zipBoard platform.
How is it different from Admins?
Admins have similar permissions as the super admin, excluding billing and member management.
How to Start?
To sign up for ZipBoard Enterprise:
Click the provided sign-up link.
During the setup process, provide the following information:
- Organization name.
- Domain name.
- Specify if Single Sign-On (SSO) is required.
- Upload a custom logo for branding.
- Define customization preferences, including status, stamps, tags, and more.
- Once the setup is complete, the Super Admin can invite managers and admins to join the organization.
Permissions:
In the context of zipBoard, the Workflow Definition is a crucial aspect of project management. Admins have the responsibility to configure and define the specific workflows for projects, which involves the following key elements:
- Phases: Admins can define project phases, breaking down the project into manageable stages or milestones. These phases help organize and track progress throughout the project's lifecycle.
- Statuses: Admins set up different project statuses to reflect the current state of tasks or items within a project. Common statuses might include "To-Do," "In Progress," "Review," and "Completed." These statuses provide clear visibility into the project's progress.
- Integrations: Admins can configure integrations with other tools or software to streamline project management. Integrations can include connecting with version control systems, task management tools, or communication platforms to ensure seamless collaboration and data exchange.
- Tags: Admins define project-specific tags that can be applied to tasks, items, or discussions. Tags help categorize and organize project elements, making it easier to search for and filter information.
- Stamps: Admins can set up customized stamps or annotations that can be applied to project assets. These stamps might include approval stamps, comments, or feedback markers, allowing for clear communication and feedback within the project.