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 |
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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 |
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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 |
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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 |
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Set up and manage on-premises deployments. |
- Related Topics:
- Account Settings
Account settings are the basic configuration decisions you make on your ConceptShare account. If you are an account administrator, the Account Settings menu lets you define settings such as the date and time format and password refresh frequency. Setting these values correctly ensures that the default usability settings are established as you create new users. - Resources
A Resource is a user within your ConceptShare Account. If you are an Account Administrator, the permissions you assign to users will determine what they can see and do within the Account. - Branding
Branding your ConceptShare account helps to visually associate it with your organization. This helps reinforce your brand for employees, external clients, and agencies. - Smart Folders
Smart Folders are pre-configured searches that enable you to access items in ConceptShare based on preset search criteria. They display in the Navigation Panel. Your access to these settings is dependent on your version of ConceptShare. - Account Roles
Your account role defines what you can and cannot do within a ConceptShare account. In the Account Roles menu, you assign a user one account role, which controls the user's permissions. Depending on your permissions, you can create new roles to provide a high level of control over access to your ConceptShare account. - Project Roles
Your project role defines what you can and cannot do within a project. It controls functions such as adding, editing, or removing users assigned to a project; uploading and editing assets contained in a project; and creating or participating in reviews contained within a project. - Review Roles
Review roles define what you can and cannot do within a review. It determines what action you need to take, what permissions you have, and what notifications you receive. - Project Templates
Use project templates to quickly create projects without the need to enter repetitive data. Your access to these settings is dependent on your version of ConceptShare. - Custom Forms
Custom Forms enable you to gather data that is important to your organization as you create or edit work items. Data can be gathered from Date fields, Text fields, or lists. If you are an administrator, you can create custom forms for projects, assets, deliverables, reviews, and to-dos. Your access to these settings is dependent on your version of ConceptShare. - Statuses, Phases, and Phase Groups
Projects, deliverables, and assets have a defined life cycle. Statuses and phases help you identify at which point in the life cycle these items are at any given time. Your access to these settings is dependent on your version of ConceptShare. - Feedback Flags
Feedback flags enable you to categorize the feedback submitted in the Proofing Workspace. You can apply filters to feedback flags to focus on information that is relevant to you. If you are an account administrator, you can customize feedback flags to align with your organization's needs. - Feedback Flag Resolutions
Use feedback flag resolutions to indicate a response to flagged comments within the Proofing Workspace. - Workflow Templates (Deprecated Function)
Your Workflow templates establish an order of operations that can be activated for Projects or Deliverables when those items are created. A Workflow will automate common actions to offer time savings in managing your Projects. Your access to these settings is dependent on your version of ConceptShare. - Account Workflow (Deprecated Function)
Use account workflow to monitor the progression of workflows in your account across all projects and deliverables. Your access to these settings is dependent on your version of ConceptShare. - Project Settings: Workflow Management (Deprecated Function)
Use workflow management to track the progress of the automation within a project or deliverable. Your access to these settings is dependent on your version of ConceptShare. - Account Callbacks
Use account callbacks to enable communication between ConceptShare and your system/s via an Application Programming Interface (API). APIs let your systems know when events happen within ConceptShare. Your access to these settings is dependent on your version of ConceptShare. - Security Assertion Markup Language (SAML) Settings
SAML provides a way for your users to use a single login to access both your organization's internal systems and ConceptShare. Your access to these settings is dependent on your version of ConceptShare. - Account Usage
View account usage information such as storage capacity and user utilization. - On-Premises Administration
Use the topics in this section to set up, configure, and manage on-premises deployments of ConceptShare. - Instance Administration
Use the topics in this section to set up, configure, and manage your ConceptShare instance.
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