Team Settings

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

Team administrators 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)
• Activate/deactivate team templates, web image import and on-board chatroom
• Set up a privacy policy link to inform team members and guests about the company’s data privacy policy to access Conceptboard

 

Upload your Logo and Welcome Banner

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

Board Welcome Banner

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

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

Note: only team administrators may invite someone to the team by default. Only team administrators  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 their administrators' approval:

• Only after admins approval

Administrators will be asked to confirm that 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, only then will be the invitation automatically sent. Invited new users in pending are billed according to your current payment plan.

• Internal users can invite without admin approval (the switched is off)

It means the administrators in your team have allowed internal users to add new users to the team without additional approval. Invited new users in pending are billed according to your current payment plan. With this setting on, internal users can increase the total cost associated with your license price. Learn more in our Billing FAQs. 

Default Access Settings

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 managed on the section above.

Board Sharing Settings

Team administrators can specify a rule for board access that cannot be overridden by users, as well as a default setting that can be flexibly customized by users within the scope of the permitted access rules.

Board access for non-team members

Conceptboard protects information from unsolicited board access. Team administrators can enable restrictions for non-team members accessing all team boards. Non-team members can be 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.

 

• 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 use 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 members. Guest access is disabled.

Team Colors 

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

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

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

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.

Team GDPR 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.