Account Page for Administrators

Account page shows more information about team and account settings if you log in as a team administrator. The account settings tab is located at the bottom of the left panel on your home page. You can also access the account settings by clicking on your name and profile picture displayed at the top right and then selecting Edit Profile in the drop-down menu.

You will have additional tabs within this page to better manage your team's information. The first two tabs are for your personal account and the last three tabs are for the team account. 

What is an Administrator?

As an administrator, you will see all information regarding your team. You are the only person in the team who can manage and make changes to the team account. There can be more than one administrator per team.

Administrators are the only ones who can:

• Invite users to the team
• Delete users from the team
• Change a team member's role
• Change any information regarding their account: invoice address, billing information, etc
• Appoint other users in the team as administrators 
  

  Attention:      Team admins can assign other users as administrators. We recommend at least  two admins per team.  This way, at least one admin is available when the other is on vacation or there is an emergency.      However, please keep the number of team admins reasonably low. All team administrators have an equal scope of rights and permissions which can be hard to coordinate within a large group of people.

Note: team administrator is a role solely available for professional accounts.

Account Overview Tab 

Overview tab presents all the basic metrics of your team, such as the number of users,  selected payment option and billing period.

Edit Profile Tab

The Edit Profile tab looks the same for all user roles. Here, you can:

• Upload a profile picture
  • Other users will be able to see your picture when you are active on boards and next to all your comments
• Change your short description and contact information
  • This is visible to all your contacts
• Change or activate your email address
  • Your email address is not visible to your contacts
  • It is used for logging in 
  • Don't forget to activate your email address to be able to receive alerts and communication via email. 
• Set your language preferences
• Set the frequency of your board alerts
  • You can change the settings to the appropriate time frame for when to receive alerts
• Subscribe or unsubscribe from account emails and welcome tips. We are required to send out emails regarding any changes of your account status 
• Connect other services and social media accounts 
• Change your password

Make sure to click save when you are finished.

Mail from Conceptboard

Connect Services to your Account

If you signed up with a social login, that service will already be connected to your account. You can connect multiple accounts which you can use to log into Conceptboard, or you can use an email/password combination. 

You can connect your Google and Salesforce accounts to use with our app integrations.

Disconnect Services from your Account

All connected services will be shown under the Connected Services section. Click on the toggle to the right of a service and then click 'disconnect'. There will be a dialogue pop-up to confirm that you wish to disconnect.  

Change your Password

Click on the 'Change password' tab to open the dialog. Make sure to fulfil the requirements shown above and click on 'Change password' to save it.

Plan & Payment Tab

As an administrator, you can switch between two payment option: flexible monthly or fixed payment.

The flexible monthly payment option allows you to remove and add users as needed. These changes will be reflected in your monthly billing.

The fixed payment option allows you to pay for a fixed number of seats in your team. You can choose between a monthly, quarterly, or annual billing period. This also sets the upper limit for the number of users you can invite to your team. Therefore, you cannot invite additional users without first having increased the overall number of users.

Country and Currency

You can also change country and currency here.

For more billing questions, please see our Billing FAQ's.

Delete or Downgrade your Account

If you need to downgrade or cancel your team account, you can do so in the Plan & Payment tab. Click on the 'Delete or downgrade account' link at the bottom of the page.

You can downgrade the team by entering your password and then clicking on the Downgrade account button. Downgrading the account means that all team users will lose their professional user licenses and will be downgraded to free accounts. Account downgrade is instant. 

If you would like to completely delete the team, click on the link and then confirm that you would like to delete your account.

Note: Deleting an account will delete all of your data. This action cannot be undone.

If you need to individually remove users from your team, you can do so from your Users page.  

Change or Update your Credit Card Information

You can change or update your credit card information in the Plan & Payment tab. Click on the 'update payment method' link on the right side of your team plan information. Once the Adyen dialog box opens, click 'Okay' to direct you to a different payment options available. 

Select your means of payment and click next. You will then be directed to the 'Payment method accepted' page. 

Invoices Tab

In the Invoices tab, you will find all your current and past invoices.

There is also a free-form text field where you can add your invoice address or any additional information your accounting department requires as part of an invoice.

To provide your VAT number, select your country in the drop-down menu before providing your Value Added Tax ID number. This step only applies to businesses located in the European Union.

If you need to send your invoices to an additional email address within the company you may add it in the invoice email field. You will also find a list of copies for any invoice that has been created for your account.

Team Settings Tab

Team Profile/ Logo and Welcome Banner

To add a logo or a welcome banner:

1. Click on 'upload a logo' or 'upload a welcome banner'
2. Choose a file
3. Click 'Save changes'

To remove a logo or a welcome banner:

1. Click on 'Remove'
2. Click 'Save changes'

Suggested Image Sizes

Your logo should be a PNG file with at least 80px in height, ideally with a transparent background. 

Your company welcome banner should be a PNG file with a transparent background. The max display width will be 720px. 

Places Where Your Logo and Welcome Banner Are Shown

You should upload your company logo as soon as you have created your account. The logo shows up on all the main app pages for your logged in users, for example on the boards overview and home page. 

Board Welcome Banner 

The welcome banner is shown to guests and users on the board welcome page, as well as on the custom subdomain login page. 

Try setting a temporary welcome banner for events!

Customer Privacy Policy and Terms and Conditions Links

Allows administrators to add a privacy policy and terms and conditions link to inform team members/ guests about their company policies to access and use Conceptboard.

These links will be presented as policy acknowledgement checkboxes on pages:

1. Join Team page for new users invited to the team

2. Join Team for free users invited to the team

3. Join SSO Team for users invited to the team

4. Join Edu Team for new users invited to the team

5. Join-as-guest-Page for users invited as guests to a board

6. SSO Login Page to cover JIT users that will join the team

7. Hybrid SSO Login Page to cover JIT users that will join the team

Team Invitations

Team administrators can choose to invite users into the team only with their explicit permission.

Default access setting

When choosing a default access setting for your team, please remember that the setting can still be overridden for each individual board by the board owner and editors.

• Only specific users can access
• Anyone with the link can access
  • Everyone can access any board of your team members via a secure link. Non-team member access can be managed separately.

Board Sharing Settings 

As a team administrator you have various options to customize your team's board access rights. You can determine default board access roles when sharing a board, a default board access mode and board access for non-team members.

Board access for non-team members

Conceptboard protects information from unsolicited board access. Team administrators can enable restrictions for non-team members accessing all boards within their team. Select whether and how non-team members can access boards in your team.

Non-team members are guests, free account users and users from other teams.

Team administrators can set up a preferred board sharing rule for non-team members. Unless specified otherwise, this rule will mostly impact the “Anyone with the link” sharing option

There are three settings available for administrators to select from in Team Settings:

• Non-team members can be invited to all boards
  • Team members are allowed to invite anyone (team members, non-team members, free users and guests) to collaborate on their boards.
  • Password will not be required to access a board unless specified by the board owner.

• Non-team members must provide a password on unprotected boards
  • Team members are allowed to invite anyone (team members, non-team members and guests) to collaborate on their boards.
  • Non-team members (PRO users from other teams and guests) must enter a password on boards with the access mode 'Anyone with the Link'

• Only team members can be invited to collaborate
  • Non-team members cannot access any boards of your team. Guest access is disabled.

Team Colors

In this tab, you can customize the header and button color for your team account. Furthermore, you have the option to select up to 25 different team colors. These colors can be accessed from the color group 'Team colors' from within a board.  

Team Templates

You can now enable team members to create custom templates and share them with other collaborators in their team via the Team Templates feature.

Chat

You can now enable your team members to communicate directly on the board. Alternatively, it is possible to disable this feature for the whole team. Board chat is disabled by default.

GDPR Privacy Settings

If your company has strict GDPR regulations that completely prohibit the use of any 3rd party integration that resides outside of the EU region, team administrators may turn off these features for the entire team from the Team Settings tab. It is possible to turn off web conferencing, Aspose document processing, and the Zendesk support link. 

Important notes: 

• You can add your own support link in the Help menu via the Help menu entry option in the team settings. 
• When you turn off Aspose file conversion, some complex Word, Powerpoint, and Excel documents may have issues with text alignment, custom fonts, and special effects.

Embedding Third-Party Content

You can embed dynamic content such as videos, websites and editable online documents via iframes. This function is deactivated by default and must be first activated by team administrators. It allows users to design their boards interactively and work productively with a variety of media. Team administrators can also set a list of allowed domains for more data protection. Further information on dynamic content.

Web images search settings

Web images enables users to search and insert images from public image libraries. In order to use Web images, the feature must be enabled by team administrators. Further information on web images.