Resources Management: Account Roles, Project Roles, Review Roles, and Teams
You must address resources management as a segment that is separate from the management of a ConceptShare account as a whole. This is because the management of user accounts happens not only during the creation of a ConceptShare account but also throughout the life of the account.
The following are two management approaches based on client preference:
- Appointing a dedicated user assigned to manage the organization's ConceptShare account/s
- Integrating with their organization's Human Resource system
- A user's Account Role defines what a user can and cannot do within the ConceptShare account, such as add, edit, or delete users or teams from the account; manage the administrative setup of the account; and create or delete projects within the account.
- A user's Project Role builds on the Account Role's permissions but focuses on defining what a user can and cannot do within the day-to-day use of ConceptShare as projects are reviewed and approved.
- A user's Review Role determines what a user can and cannot do at the review level.
- Related Topics:
- How to...
Use the procedures in this section to add or remove resources from your ConceptShare account. - Fields and Options
Use the fields and options in this section to add resources in ConceptShare.
Parent Topic: Resources