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.
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 the 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 |
|---|---|---|
| Brand the account. | ||
| Configure settings. | ||
| Create and manage Account Roles. | ||
| Create and manage Project Roles. | ||
| Create and manage Review Roles. | ||
| Create and manage Resources.
Note: If you have a dedicated People manager role for your ConceptShare account, you can have this person manage these settings.
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| Create and manage Teams.
Note: If you have a dedicated People manager role for your ConceptShare account, you can have this person manage these settings.
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| Create and manage Feedback Flags and Feedback Flag resolutions. | ||
| 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.
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| Set up and manage Account Callbacks.
Important: Account Callbacks are available only in the Enterprise or Integrated Edition of ConceptShare.
Note: If you have a dedicated IT administrator / integrator for your ConceptShare account, you can have this person manage these settings.
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| Create and manage Custom Forms.
Important: Custom Forms are available only in the Enterprise Edition of ConceptShare.
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| Create and manage Statuses, Phases, and Phase Groups.
Important: Statuses, Phases, and Phase Groups are available only in the Enterprise Edition of ConceptShare.
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| Create and manage Project Templates.
Important: Project Templates are available only in the Enterprise Edition of ConceptShare.
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| Create Smart Folders.
Important: Smart Folders are available only in the Enterprise Edition of ConceptShare.
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| Set up and manage SAML settings.
Important: Security Assertion Markup Language (SAML) is available only in the Enterprise Edition of ConceptShare.
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| Create and manage Workflows.
Important: Workflows are available only in the Enterprise Edition of ConceptShare.
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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. |
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| Configure sleep requirements. | ||
| Configure login constraints. |
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| Set up and manage security settings. | ||
| Set up and manage SAML settings.
Important: Security Assertion Markup Language (SAML) is available only in the Enterprise Edition of ConceptShare.
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| Set up and manage Account Callbacks.
Important: Account Callbacks are available only in the Enterprise or Integrated Edition of ConceptShare.
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| Set up and manage integrations. |
People Manager
The people manager manages users and Teams in ConceptShare.
| Task | Link to Instructions | Link to Related Information |
|---|---|---|
| Add and manage Resources. | ||
| Add and manage Teams. | ||
| Check your 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. |