Edit Account Role Dialog Box

Use the options in this dialog box to customize an Account Role.

What can be done to users

These settings determine if users assigned to this role should be able to create, edit, or delete resources from the account, and change another user's email address (login) and password.

Field	Description
Add users	This setting determines if the user can add other users to the account.
Edit users	This setting determines if the user can edit user account information and permissions.
Change a user's password	This setting determines if the user can change user passwords.
Change user's email address (username)	This setting determines if the user can change other users' email addresses.
Remove a user from the account	This setting determines if the user can remove other users from the account.

What can be done to Teams

These settings determine if users assigned to this role have the ability to create, edit, or delete Teams.

Field	Description
Add Teams	This setting determines if the user can add or create Teams.
Edit Teams (including Team Name, Managers, and Members)	This setting determines if the user can edit Team information such as Team name, Managers, and members.
Delete Teams	This setting determines if the user can delete Teams.

General

These settings determine what options are visible to users when they click Settings > Account.

Field	Description
Manage account callbacks	This setting determines if the user can manage Account callbacks, which are used to set up integrations between ConceptShare and other systems. Important: Account Callbacks are available only in the Enterprise or Integrated Edition of ConceptShare.
Manage account Workflows	This setting determines if the user can manage account Workflows (deprecated). Important: Workflows are available only in the Enterprise Edition of ConceptShare.
View account usage information such as storage and user utilization	This setting determines if the user can view account usage information such as storage capacity and user seat availability.
Configure integrations with third-party applications	This setting determines if the user can configure integrations with third-party applications, which involves adjusting custom codes for integrating with other services.
Manage account settings	This setting determines if the user can manage account settings, which involves adjusting account logins, passwords, time/date, and global notification settings.
Manage Account, Project, and Reviewer Roles	This setting determines if the user can manage Account, Project, and Reviewer roles, which involves creating, editing, or deleting roles that control how users interact with ConceptShare.
Manage Account branding	This setting determines if the user can manage Account branding, which involves setting the Account name, login screen logo, application header, email banner, and favicon.
Manage Account statuses (Asset, Deliverable phase, Project phase)	This setting determines if the user can manage Account statuses, which involves creating, editing, or removing Asset statuses, Deliverable phases (deprecated), and Project phases. These are subcategories that can be applied to each of those objects to aid in project management.
Create, edit and delete Workflow Templates	This setting determines if the user can create, edit, and delete Workflow templates (deprecated). Important: Workflows are available only in the Enterprise Edition of ConceptShare.
Create, edit and delete Project Templates	This setting determines if the user can create, edit, and delete the forms that can be used to generate Projects or Deliverables (deprecated) in the Account. Important: Project Templates are available only in the Enterprise Edition of ConceptShare.
Add, edit or delete all Public Smart Folders	This setting determines if the user can add, edit, or delete Smart Folders that are visible to all users. Important: Smart Folders are available only in the Enterprise Edition of ConceptShare.
Add, edit or delete their own Private Smart Folders	This setting determines if users can add, edit, or delete their own private Smart Folders that are visible to the owner. Important: Smart Folders are available only in the Enterprise Edition of ConceptShare.
Create, edit and delete Custom Forms	This setting determines if the user can create, edit, and delete custom forms. Custom forms enable you to gather relevant information (metadata) for your organization. Important: Custom Forms are available only in the Enterprise Edition of ConceptShare.
Manage Account SAML settings	This setting determines if the user can manage Account SAML settings, which involves updating security assertion markup language configuration used for single sign-on. Important: Security Assertion Markup Language (SAML) is available only in the Enterprise Edition of ConceptShare.
Manage Feedback Flags	This setting determines if the user can manage Feedback flags, which involves creating, deleting, or editing Feedback flags.
Manage Feedback Flag Resolutions	This setting determines if the user can manage Feedback flag resolutions, which involves creating, deleting, or editing Feedback flag resolutions.
Allow users to manage their own preferences and settings on the Account	This setting determines if users can manage their own Account preferences and settings such as notifications, time format, and email digests.
Manage Electronic Signature Settings	This setting determines if the user can manage electronic signature settings.

Project

These settings determine if users assigned to this role can create, archive, or delete Projects in ConceptShare.

Note: To edit or delete Projects that you do not own, your role must have the See all Projects option set to Yes.

Field	Description
Add Projects	This setting determines if users can create Projects.
Archive their own Projects	This setting determines if users can archive or unarchive their own Projects.
Archive any Project	This setting determines if users can archive or unarchive Projects that others created.
Delete Projects	This setting determines if the user can delete Projects.
See all Projects	This setting determines if the user can view all Projects.

Feeds

This setting determines if users assigned to this role can post directly on the Account-level Activity feed.

Field	Description
Post to the Activity Feed	This setting determines if the user can post to the Account-level Activity feed (as opposed to the Project-level Activity feed).