Getting Started as Super Admin and Admin in zipBoard
In zipBoard, managing roles helps keep your workspace organized and secure. Two of the most powerful roles in the system are Super Admin and Admin. Both have extensive capabilities to manage projects, users, and settings but with a few key differences.
What Can Super Admins and Admins Do?
Getting Started as a Super Admin
What Can Super Admins and Admins Do?
Here’s a breakdown of what each role can manage in zipBoard:
Capability |
Super Admin |
Admin |
---|---|---|
Add/remove reviewers | ✅ |
✅ |
Add/remove clients | ✅ |
✅ |
Add/remove collaborators | ✅ |
✅ |
Add/remove collaborators | ✅ |
✅ |
Add/remove managers | ✅ |
✅ |
Add/remove super admins | ✅ |
❌ |
Delete own projects | ✅ |
✅ |
Delete any projects | ✅ |
✅ |
Add project | ✅ |
✅ |
Archive own projects | ✅ |
✅ |
Access reports | ✅ |
✅ |
Add integrations | ✅ |
✅ |
Access billing | ✅ |
❌ |
Getting Started as a Super Admin
If you're a Super Admin, follow these steps to set up your organization in zipBoard:
Create an Organization
Change the Organization Name
Once logged in, you can update your organization’s name under your Organization Settings.
Add Your Team
Start by adding Admins and Managers to help you manage projects and teams.
Set Up Workflows
Configure your Stamps, Statuses, and Tags to streamline project tracking.
Review Billing
As a Super Admin, you can view and manage your billing and subscription settings.
Getting Started as an Admin
If you're an Admin, here's what you can do to get started:
Add Team Members
You can add Managers and other Admins to your organization.
Change the Organization Name
You also have the ability to update the organization name under settings.
Set Up Workflows
Define your Stamps, Statuses, and Tags to organize feedback and tasks.
Create Projects
Admins can start their own projects and manage them from start to finish.
Note: Follow this link for the next step-by-step guide.
Need More Help?
- Check out our latest updates on the zipBoard Blog.
- Want a hands-on experience? Request a Demo and explore how zipBoard can streamline your workflows.
- Or start your 14-day Free Trial!