Webex Integration

Important note: To open Conceptboard boards as tabs in Webex Spaces, team administrators need to first enable Webex tabs. Otherwise, it is impossible to use tabs in Webex. The default setting for the feature is "on". 

Step 1: Click in the “+ Apps“ icon in your Space.

Step2: Find Conceptboard in the Apps list and select it.

Step 3: Select “+ Add app” to add Conceptboard to the tabs in your Space.

Step 4: Click on “Next”.

Step: 4.1: The first time you use the app you'll be prompted to login to Conceptboard.

Step 5: Once you login, you will see your Boards overview page. Click either on "New Board" or on an existing board.

Step 6: Click on “Add to tab” to add this board to your Space.

Important note: Remember to name your board.

Step 7: The board should now be available at the top of your Space in the tabs area.

How to Remove a Board from Spaces

Click on the arrow right next to the board’s tab at the top of your Space. In the menu that appears, select “Remove”.

How to Share a Board in a Webex Call 

Step 1: While on a call click on the “Show apps” icon, find Conceptboard in the Apps list and select it.

Step 2: Click on "Open".

Step 3: Click on "Next".

Step 4: The first time you use the app, you will be prompted to login to Conceptboard:

Step 5: Once you login, you will see two choices: “Create new board” or “Open existing board”.

Step 6: Click on “Open for all” to start presenting the board to everyone in the call. Only after the start of the presentation will other participants obtain access to the board.

How to Stop Presenting 

To stop presenting, click on “Close for all”.

How to Access a Shared Board in Spaces 

When Conceptboard is installed in Spaces, it is visible to all members within that Space. If you do not own the Space, clicking on the app will load Conceptboard's login page.

You may have immediate access to the board as a guest, or you might need to sign in and be a team member to view or edit the board, depending on the board's access settings.
As the owner you can change these access settings.

The settings for team roles are the same ones you have set on Conceptboard (team members and third party users).

Default settings for new users

• Board access - Non-team members can be invited to all boards

• Permission - Anyone with link can access

• Default role - Reviewer

To learn more check Sharing board & Board Access Roles articles.

If the board is open to everyone, you can either sign in with your account or log in as a Guest to access it.

If the board is restricted to team members only, you must be a member of that team and log in with your team account to gain access.

Additional Notes:

Due to Webex restrictions, some Conceptboard features are not available:

• Conference feature is disabled.

• Chat feature is disabled.

• The Minimap is retracted by default to save screen space, but can be opened by clicking on the "Show" or "Hide" Minimap button.