Administration

If you are an administrator, an IT administrator/integrator, a people manager, or an on-premises administrator, you can customize the different instance-, account-, and project-level settings in ConceptShare.

Your tasks vary depending on your role. This section provides you with links to tasks your role typically performs as well as links to related information.

• Administrator
• IT Administrator/Integrator
• People Manager
• On-Premises Administrator

Note: This list is neither exhaustive nor restrictive and only includes some of the most common tasks you might perform according to your role.

Administrator

The account administrator has access to a variety of settings for a ConceptShare account. Account Administrators can customize the branding, permissions, and other settings for a ConceptShare account.

Task	Link to Instructions	Link to Related Information
Create and manage users. Note: If you have a dedicated People Manager role for your ConceptShare account, you can have him/her manage these settings.	Add Account Resources Change a Resource Role Delete Account Resources Deactivate an Account Resource Activate an Inactive Resource Check Your Account Usage	Settings Resources Resources Management: Account Roles, Project Roles, Review Roles, and Teams Why Does the System Reset Users to Inactive When I Try to Activate Them? Account Usage
Brand the account.	Set an Account Name Upload a Login Screen Logo Set an Application Header Upload an Email Banner Upload a Favicon	Branding
Create Smart Folders.	Create a Smart Folder Edit a Smart Folder	Smart Folders Resources Management: Account Roles, Project Roles, Review Roles, and Teams Smart Folders: Frequently Asked Questions
Create and manage Account Roles.	View Account Roles Create a New Account Role Edit an Account Role Delete an Account Role	Account Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Create and manage Project Roles.	View Project Roles Create a New Project Role Edit Project Role Permissions Delete a Project Role	Project Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Create and manage Review Roles.	View Review Roles Create a New Review Role Edit a Review Role Delete a Review Role	Review Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Create and manage teams. Note: If you have a dedicated People Manager role for your ConceptShare account, you can have him/her manage these settings.	Create a Team Edit a Team Add Resources to Teams Assign Work to Teams	Teams
Create and manage Project Templates.	Create a Project Template View Project Templates Edit Project Templates Delete Project Templates	Project Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Create and manage Custom Forms (Enterprise Edition).	Create a Custom Form Configure the Custom Form Fields	Custom Forms
Create and manage Statuses, Phases, and Phase Groups.	Create Asset Statuses Create Project Phases Create Phase Groups Apply Phases to Projects Apply Phases to Assets	Statuses, Phases, and Phase Groups
Create and manage feedback flags and feedback flag resolutions.	Create a Feedback Flag Create Feedback Flag Resolutions	Feedback Flags Feedback Flag Resolutions
Create and manage workflows.	View Workflow Templates Create a New Workflow Template View Account Workflow View Workflow Management	Workflow Templates (Deprecated Function) Account Workflow (Deprecated Function) Project Settings: Workflow Management (Deprecated Function)
Set up and manage Account Callbacks. Note: If you have a dedicated IT administrator / integrator for your ConceptShare account, you can have this person manage these settings.	Add Account Callbacks Edit Account Callbacks Set Up SAML	Account Callbacks SAML Settings
Set up and manage integrations. Note: If you have a dedicated IT administrator / integrator for your ConceptShare account, you can have this person manage these settings.	Configure the ConceptShare Add-On for Jira Integrate ConceptShare with WorkBook	Integrations ConceptShare for Jira Deltek WorkBook Integration Guide for ConceptShare

IT Administrator/Integrator

The IT administrator ensures that security requirements are fulfilled. IT administrators also set up and manage integrations and single sign-on options.

Task	Link to Instructions	Link to Related Information
Configure password requirements.	Manage Account Settings	Password Rules section of the Settings topic
Configure sleep requirements.	Manage Account Settings	Polling section of the Settings topic
Configure login constraints.	Manage Account Settings	Login Constraints section of the Settings topic
Set up and manage security settings.	Manage Account Settings	Security section of the Settings topic
Set up and manage SAML settings.	Set Up SAML Add Account Callbacks Edit Account Callbacks Set Up SAML	SAML Settings Configuring SAML in ConceptShare SAML Authentication

People Manager

The people manager manages users and teams in ConceptShare.

Task	Link to Instructions	Link to Related Information
Add and manage users.	Add Account Resources Change a Resource Role Delete Account Resources Deactivate an Account Resource Activate an Inactive Resource	Resources Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Add and manage teams.	Create a Team Edit a Team Add Resources to Teams Remove Resources from Teams Assign Work to Teams	Teams Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Check your account usage.	Check Your Account Usage	Account Usage

On-Premises Administrator

The On-Premises Administrator sets up and manages on-premises deployments of ConceptShare.

Task	Link to Instructions	Link to Related Information
Set up and manage on-premises deployments.	On-Premises Installation: Instructions On-Premises Installation: Update Renewal Licenses On-Premises Installation: General Update Instructions On-Premises Installation: Upgrading to ConceptShare V5 On-Premises Installation: Upgrading to ConceptShare V6 On-Premises Installation: Installers Post-6.10.0	What Are the Technical Requirements to Use ConceptShare? On-Premises Administration On-Premises Installation Overview Notice for On-Premises Customers: Upgrading to Microsoft Framework .NET 4.5.2