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.	Add Account Resources Change a Resource Role Delete Account Resources Deactivate an Account Resource Activate an Inactive Resource Check Your Account Usage	Settings Resources Resources Management: Account Roles, Project Roles, Review Roles, and Teams Why Does the System Reset Users to Inactive When I Try to Activate Them? Account Usage
Brand the account.	Set an Account Name Upload a Login Screen Logo Set an Application Header Upload an Email Banner Upload a Favicon	Branding
Create Smart Folders. Important: Smart Folders are available only in the Enterprise Edition of ConceptShare.	Create a Smart Folder Edit a Smart Folder	Smart Folders Resources Management: Account Roles, Project Roles, Review Roles, and Teams Smart Folders: Frequently Asked Questions
Create and manage Account Roles.	View Account Roles Create an Account Role Edit an Account Role Delete an Account Role	Account Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Create and manage Project Roles.	View Project Roles Create a Project Role Edit Project Role Permissions Delete a Project Role	Project Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
Create and manage Review Roles.	View Review Roles Create a Review Role Edit a Review Role Delete a Review Role	Review Roles Resources Management: Account Roles, Project Roles, Review Roles, and Teams
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 a Team Edit a Team Add Resources to Teams Assign Work to Teams	Teams
Create and manage Project Templates. Important: Project Templates are available only in the Enterprise Edition of ConceptShare.	Create a Project Template View Project Templates Edit Project Templates Delete Project Templates	Project Templates
Create and manage Custom Forms. Important: Custom Forms are available only in the Enterprise Edition of ConceptShare.	Create a Custom Form Configure the Custom Form Fields	Custom Forms
Create and manage Statuses, Phases, and Phase Groups. Important: Statuses, Phases, and Phase Groups are available only in the Enterprise Edition of ConceptShare.	Create Asset Statuses Create Project Phases Create Phase Groups Apply Phases to Projects Apply Phases to Assets	Statuses, Phases, and Phase Groups
Create and manage Feedback Flags and Feedback Flag resolutions.	Create a Feedback Flag Create Feedback Flag Resolutions	Feedback Flags Feedback Flag Resolutions
Create and manage Workflows. Important: Workflows are available only in the Enterprise Edition of ConceptShare.	View Workflow Templates Create a Workflow Template View Account Workflow View Workflow Management	Workflow Templates (Deprecated Function) Account Workflow (Deprecated Function) Project Settings: Workflow Management (Deprecated Function)
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.	Add Account Callbacks Edit Account Callbacks Set Up Security Assertion Markup Language (SAML)	Account Callbacks Security Assertion Markup Language (SAML) 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.	Configure the ConceptShare Add-On for Jira Integrate ConceptShare with WorkBook	Integrations ConceptShare for Jira Deltek ConceptShare Developer Resources Domain Models for Integrators Sample Integrations with ConceptShare Deltek WorkBook Integration Guide for ConceptShare