Administrator

As an administrator, you have control over the setup, management, configuration, upgrade (for FRS deployments), and customization of ConceptShare components.

The Account Administrator has access to all of the settings for a ConceptShare account. Account administrators can customize the branding, permissions, and other settings for a ConceptShare account.

Use the following table as a guide when browsing topics for your role as an administrator.

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 this person manage these settings.
Brand the account.
Create Smart Folders.
Important: Smart Folders are available only in the Enterprise Edition of ConceptShare.
Create and manage Account Roles.
Create and manage Project Roles.
Create and manage Review Roles.
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.
Create and manage Project Templates.
Important: Project Templates are available only in the Enterprise Edition of ConceptShare.
Create and manage Custom Forms.
Important: Custom Forms are available only in the Enterprise Edition of ConceptShare.
Create and manage Statuses, Phases, and Phase Groups.
Important: Statuses, Phases, and Phase Groups are available only in the Enterprise Edition of ConceptShare.
Create and manage Feedback Flags and Feedback Flag resolutions.
Create and manage Workflows.
Important: Workflows are available only in the Enterprise Edition of ConceptShare.
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.
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.