ConceptShare Account Configuration

If you are an Account Administrator, use this topic to set up and customize your ConceptShare account.

As you set up your ConceptShare account, you will find that some elements are dependent on others. For example, if you want to create a Project, you have the option to use a template, but cannot do so if a template has not been created beforehand. Likewise, inside a new Project or template, you may want to track its progress, but you would need items populated in Phases to do so. ConceptShare recommends that you set up and customize your account in the order that is described in this topic.

You can skip any item that is not relevant to your specific use case or edition of ConceptShare.

Restriction: This topic does not address the installation of on-premises deployments or any setting that requires access to the Administration panel.

1. Branding
2. Settings
3. Account Roles
4. Project Roles
5. Review Roles
6. Teams
7. Statuses, Phases, and Phase Groups (Enterprise Edition)
8. Custom Forms (Enterprise Edition)
9. Feedback Flags
10. Feedback Flag Resolutions
11. Workflows (Deprecated Function, Enterprise Edition)
12. Project Templates (Enterprise Edition)
13. Smart Folders (Enterprise Edition)
14. SAML (Enterprise Edition)
15. Account Callbacks (Enterprise or Integrated Edition)
16. Profile
17. Preferences

Important: Your access to the following elements is dependent on your version of ConceptShare:

• Statuses, Phases, and Phase Groups (Enterprise Edition)
• Custom Forms (Enterprise Edition)
• Workflows (Deprecated Function, Enterprise Edition)
• Project Templates (Enterprise Edition)
• Smart Folders (Enterprise Edition)
• SAML (Enterprise Edition)
• Account Callbacks (Enterprise or Integrated Edition)

1. Branding

   Branding helps to visually associate your ConceptShare account with your organization. This helps reinforce your brand for internal users, such as employees, and external users, such as agencies and customers.

   Note: Set up the following in the Settings menu (Gear Wheel ).

   Task	Related Topics
   Brand your account by personalizing the login screen logo, header text, and favicon. You can customize these elements to align with your organization's branding guidelines.	How to... Set an Account Name Upload a Login Screen Logo Set an Application Header Upload an Email Banner Upload a Favicon Learn more about... Branding

2. Settings

   Establish the default account options that will be applied to users that you add to your account.

   Task	Related Topics
   Configure the default settings for your ConceptShare account. ConceptShare will apply these settings to every new user that you add to your account.	Learn more about... Settings

3. Account Roles

   Determine users' access level and permissions within the ConceptShare account.

   Task	Related Topics
   Create new Account Roles. Users' Account Role determines what they can or cannot do in the ConceptShare account. You can create Account Roles and customize the settings for each role, or you can use any of the default roles: Account Administrator General User Note: Default Account Roles cannot be edited or deleted.	How to... Create an Account Role Learn more about... Account Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
   Edit the Account Roles you created. By default, your new Account Role will have its permissions set to No. Edit the roles to change their permissions.	How to... Edit an Account Role Learn more about... Edit Account Role Dialog Box
   Delete the Account Roles you created. You can delete the Account Roles that you created.	How to... Delete an Account Role

4. Project Roles

   Determine users' access level and permissions within ConceptShare Projects.

   Task	Related Topics
   Create new Project Roles. You can create Project Roles and customize the settings for each role, or apply any of the default Project Roles: Commentator Project Administrator View Only Note: Default Project Roles cannot be edited or deleted.	How to... Create a Project Role Learn more about... Project Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
   Edit the permissions of the Project Roles you created. You can customize the permissions for each Project Role that you created.	How to... Edit Project Role Permissions Learn more about... Edit Project Role Dialog Box
   Delete the Project Roles you created. You can delete the Project Roles you created.	How to... Delete a Project Role

5. Review Roles

   Determine users' responsibilities, permissions, and notification settings within ConceptShare Reviews.

   Task	Related Topics
   Create new Review Roles. You can create Review Roles and customize the settings for each role, or use any of the pre-configured roles: Approver Commenter Reviewer Viewer Note: Pre-configured Review Roles can be edited or deleted.	How to... Create a Review Role Learn more about... Review Roles Review Roles Comparison Resources Management: Account Roles, Project Roles, Review Roles, and Teams
   Edit the permissions of the Review Roles you created. You can customize the permissions for each Review Role that you created.	How to... Edit a Review Role Learn more about... Add Review Role Dialog Box
   Delete Review Roles. You can delete both pre-configured and custom Review Roles.	How to... Delete a Review Role

6. Teams

   Teams are organizational units of users. You can create teams that match user roles in the organization, user roles in ConceptShare, or specific components of the production process.

   Note: Set up the following from the Resources screen (Gear Wheel > Resources)

   Task	Related Topics
   Create teams. You can create teams to group users according to their organizational function (for example, Legal Team, Compliance Team, or Marketing Team) or job function (for example, Video Editors, or Photo Editors).	How to... Create a Team Edit a Team Learn more about... Teams
   Add resources to teams. Add users to teams that you created. After you add members to the team, the Project manager or Administrator can then start assigning Reviews to the team.	How to... Add Resources to Teams Assign Work to Teams
   Remove resources from teams. Modify a team by removing team members.	How to... Remove Resources from Teams
   Delete teams. You can delete teams that you or other users created.	How to... Delete a Team

7. Statuses, Phases, and Phase Groups (Enterprise Edition)

   These settings allow more flexible management tracking as your Projects progress in ConceptShare.

   Important: Statuses, Phases, and Phase Groups are available only in the Enterprise Edition of ConceptShare.

   Note: Set up the following in the Settings menu (Gear Wheel ).

   Task	Related Topics
   Create Asset statuses. Create custom Asset statuses to track and manage Assets more flexibly. Create Asset statuses that align with your Workflow, or use these default statuses: Approved Under Review	How to... Create Asset Statuses
   Create Project phases and phase groups. Create Project phases and organize them into phase groups to provide the options for Project managers to use to accurately communicate the progression of their Projects.	How to... Create Project Phases Create Phase Groups Apply Phases to Projects Apply Phases to Assets

8. Custom Forms (Enterprise Edition)

   Use custom forms to track data that is important to your organization.

   Important: Custom Forms are available only in the Enterprise Edition of ConceptShare.

   Task	Related Topics
   Create and configure custom forms. Create custom forms to gather information from users at the Asset, Project, or Review level. After creating custom forms, configure the form fields.	How to... Create a Custom Form Configure the Custom Form Fields

9. Feedback Flags

   Set up and customize the markers for categorizing feedback in the Proofing Workspace.

   Task	Related Topics
   Create Feedback Flags. Create Feedback Flags that users can apply to feedback in the Proofing Workspace.	How to... Create a Feedback Flag
   Delete Feedback Flags. Delete Feedback Flags that you or other users created.	How to... Delete a Feedback Flag

10. Feedback Flag Resolutions

    Set up and customize the resolution markers that can be applied to Feedback Flags.

    Task	Related Topics
    Create Feedback Flag resolutions. Create resolutions to use for indicating a response to the Feedback Flags you created.	How to... Create Feedback Flag Resolutions
    Delete Feedback Flag resolutions. Delete Feedback Flag resolutions that you or other users created.	How to... Delete Feedback Flag Resolutions

11. Workflows (Deprecated Function, Enterprise Edition)

    Workflows enable you to automate common tasks and designate a process for your Projects and Deliverables.

    Important: Workflows are available only in the Enterprise Edition of ConceptShare.

    Task	Related Topics
    Create Workflow templates. Create Workflow templates to customize how one process proceeds after another within a ConceptShare Project.	How to... Create a Workflow Template Create Workflow Stages Add Transitions Add Actions Add Conditions Learn more about... Action Properties Pane

12. Project Templates (Enterprise Edition)

    Use Project templates to reduce work and ensure compliance when setting up Projects.

    Important: Project Templates are available only in the Enterprise Edition of ConceptShare.

    Task	Related Topics
    Create Project templates. Create a Project template with pre-populated information. With Project templates, you can: Establish a Project-naming convention that follows your brand or company standard. Associate tags with Projects so that Project components can be searched easily. Add a Project owner who will be responsible for initiating the Project, contracting it out, and tracking its output.	How to... Create a Project Template Learn more about... Project Templates
    Delete Project templates. Delete a template that you or other users created.	How to... Delete Project Templates Learn more about... Project Templates

13. Smart Folders (Enterprise Edition)

    Use Smart Folders to ensure easy access to items important to you and your team.

    Important: Smart Folders are available only in the Enterprise Edition of ConceptShare.

    Task	Related Topics
    Create Smart Folders. Smart Folders are pre-configured searches that let you access items in ConceptShare based on search criteria that you specify. You can create Smart Folders that only you can access (private, but can be shared with other users later) or Smart Folders that any of your ConceptShare users can access.	How to... Create a Smart Folder Edit a Smart Folder Learn more about... Smart Folders Smart Folders: Frequently Asked Questions
    Delete Smart Folders. Delete Smart Folders that you created.	How to... Delete a Smart Folder

14. SAML (Enterprise Edition)

    Use SAML to set up single sign-on (SSO) with your existing Identity Management System.

    Important: Security Assertion Markup Language (SAML) is available only in the Enterprise Edition of ConceptShare.

    Task	Related Topics
    Set up SAML. Set up SAML so that users can use one set of credentials for signing into your organization's internal systems and ConceptShare.	How to... Set Up Security Assertion Markup Language (SAML) Learn more about... Security Assertion Markup Language (SAML) Settings Configuring SAML in ConceptShare SAML Authentication

15. Account Callbacks (Enterprise or Integrated Edition)

    Use account callbacks to set up GET or POST calls to notify your systems of events in ConceptShare.

    Important: Account Callbacks are available only in the Enterprise or Integrated Edition of ConceptShare.

    Task	Related Topics
    Add account callbacks. A callback is a request that is automatically sent from ConceptShare to your specified URL when particular ConceptShare events occur. Add callbacks to your account to get notified of events that you specify.	How to... Add Account Callbacks Learn more about... Account Callbacks Deltek ConceptShare Callbacks Guide API Callbacks
    Delete account callbacks. Delete the callbacks that you previously added.	How to... Delete Account Callbacks Learn more about... Account Callbacks Deltek ConceptShare Callbacks Guide API Callbacks

16. Profile

    Set up your profile information and upload your photo.

    Note: Set up the following in the Personal Settings and Preferences menu (Chevron next to your account name).

    Task	Related Topics
    Customize your profile. Customize your profile by entering or changing the following information: First name Last name Email address Password Time zone preference Profile picture	How to... Edit Your Profile

17. Preferences

    Customize settings that apply to your own ConceptShare profile.

    Task	Related Topics
    Manage user preferences. You can customize settings for the following: Notifications User Preferences	How to... Manage User Preferences Create an Email Digest
    Manage language settings. You can select the language for your account. Note: Set up the following in the Languages menu (Globe next to the Chevron ).	How to... Change Your Preferred Language