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Team Settings

There are several ways to adapt the look of Conceptboard to the branding of your company. An Administrator can make these changes for their Team or Enterprise account. To access these settings click on your Team Settings tab under the Account page. 

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An Administrator can:

  • Change the team name (visible in email alerts, on board invitation pages)
  • Change team invitations (changing who can add paid seats)
  • Change the default board access role and access mode (for new team boards)
  • Add a board help menu link (visible on all team boards under the Help menu)
  • Change the header and button colors (pick a color or enter a hex code value)
  • Add a company logo (visible to team users on logged in app pages)
  • Add a welcome banner (visible to guests and users on board welcome pages)
  • Turn off Zendesk, Aspose, or Web Conferencing for the whole team (if required for GDPR privacy requirements)
  • Set up a privacy policy link to inform team members and guests about the company’s data privacy policy to access Conceptboard

Custom "Privacy Policy" and "Terms and Conditions" Links

 

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

The links will be presented as policy acknowledgement checkboxes on these 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

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Note: By default only team administrators may invite someone to the team. Only a team administrator  may invite other users as admins. Team administrators may choose whether team invitations need one of the admin's approval or internal users can invite new team members without an admin's approval:

  • Only after Admins approval

Administrators will be asked to confirm that the new users can join the license. Please note, a request for adding an internal or external team member will first be sent to the administrator of your team. Once the administrator approves it, then the invitation will automatically be sent. Inviting a new user is billed as per your current plan.

  • Internal users can invite without Admin's approval

This means the Administrator of your team has allowed internal users to add new users to the team without additional approval. Inviting a new user is billed as per your current plan.

This means that internal users can increase the costs associated with your account. Learn more in our Billing FAQs

Board Defaults

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Team Administrators can now set a default board access mode and board access role (editor, reviewer, reader) for their team as well as an access setting for non-team members! This applies to all new boards created in the team. Team members can still change the settings on individual boards as needed. Learn more in this blog post.

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 a team. Select whether and how non-team members can access boards of your team. Non-team members are guests, free account users and users from other teams.

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

There are three settings available for administrators to select from:

  • 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.

 

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  • Non-team members need to 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'

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

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Default access setting

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

  • Only specific users can access
  • Anyone with link can access
    • Everyone can access boards of your team members via a secure link. Non-team member access can be controlled by administrators as shown in the section above.

Corporate Colors 

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In the Team settings tab you can customize the Header color, Button color, and add your Corporate colors (available for PRO accounts) for your team account.

You can select up to 25 different Corporate colors (available for PRO accounts) that will also be available in your board color palette called "Corporate colors". To access these colors in your board, open the Set colors of a board item (Shape, Sticky note, or Text), and select the 'Corporate colors' palette.

Note: All Corporate colors palette will be available for all users of your team account. 

Upload your Logo and Welcome Banner

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To add a logo or 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 welcome banner:

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

Suggested Image Sizes

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

The 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. 

Boards Overview for Team Users

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Board Welcome Banner

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

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Try setting a temporary welcome banner for events!

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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.

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Team GDPR Settings

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If your company has strict GDPR regulations in place that completely prohibit the use of any 3rd party integration that resides outside the EU, a team Administrator may turn off these features for your entire team from the team settings page. You can 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 iframe on Conceptboard. This function is deactivated by default and must first be activated by the administrators. It enables users to design their boards interactively and work productively with a variety of media. Further information on dynamic content.

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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 a team administrator. Further information on web images.

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