We know that confidentiality for board content is always top of mind. We make assigning access permissions for your team and viewers as simple as a few clicks.
Included in this article:
2. User Types & Permission
A quick look at User Types:
- Admins have full access to all content in your account (even before it's published), as well as the ability to add & remove people.
- Legal Admins have editor access to the Minutes Book but not your Zecks.
- Members can be a contributor, viewer, or both. It just depends on what you give 'em access to.
3. Converting a Member to an Admin
To upgrade a Member to an Admin/Legal Admin:
- Add the person as a Member in the People page on your Homepage (instructions above)
- Find the Member in the list on your People page and select the Admin User Type from the dropdown.
- If you are designating a Legal Admin, the process is the same. Simply choose Legal Admin from the dropdown.
👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.