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

Each user setup in ConceptShare has three default permission sets:

• 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.

Finally, Teams form important organizational groups in ConceptShare. They can be created for shared work, organizational structure, or shared communications.