Asset Name Description Roles
ConceptShare QuickStart: Getting Started as an Account Administrator

In this course, you will learn how to set up and manage user accounts, customize workflows, and configure advanced settings such as email notifications and security features. You will also learn best practices for managing and organizing digital assets, and how to use reporting tools to gain insights into project activity and user behavior.
  • System Administrator
  • Client Implementation Project Manager
ConceptShare Roles: Account Administrator - Leveraging SAML 2.0 For Single Sign-On - eLearning

Learn about ConceptShare’s Single-Sign-On capabilities.


Topics covered:


Password Security 
Normal Login vs SSO
Types of SSO
SAML 2.0
SSO Workflow
SSO Requirements
Configuring SAML Settings
Force SAML
Automated Provisioning
JIT Provisioning
  • System Administrator
  • Project Manager
ConceptShare Roles: Maintaining Security, Confidentiality, and Privacy using Role-Based Access Control - Self Paced Learning

Leverage role-based access control to maintain security and privacy for your organization.


Topics covered: 
Types of ConceptShare Roles
Default ConceptShare Roles 
Creating Custom Roles
Assigning Roles
  • System Administrator
ConceptShare Review Chains - Learning Video

We'll explore how ConceptShare's new feature Review Chains improves on multi-stage review workflows. This feature can be helpful if you need your digital assets to be reviewed by multiple groups of reviewers. We'll explore the new UI changes and functionality we've added to ConceptShare to help you better organize and associate multiple reviews that may be required before assets are ready for use.
  • System Administrator
  • Project Manager
ConceptShare Integration: Building Custom Integrations with ConceptShare (Part 2) - Self Paced Learning

Duration: 1hr 10min self paced learning


Learn about building custom integrations with ConceptShare. This includes a discussion on Domain Level Objects, SOAP vs. REST APIs, Callbacks, Components and use-cases of an Integration, Asset Ingestion, and Resource URLs.
  • System Administrator
  • Project Manager
ConceptShare Project Archiving - Learning Video

Learn about Project Archiving, the new feature of ConceptShare v6.33. This feature keeps your workspace organized and reduces the amount of filtering and searching through your relevant projects.


 


Course Objectives


Demonstrate the Project Archiving Feature.


Discuss Account Permissions.


Archive All Completed.

 n/a
ConceptShare Integration: Building Custom Integrations with ConceptShare (Part 1) - Self Paced Learning

Duration: 40m self paced learning


Learn about building custom integrations with ConceptShare. This starts with accessing developer resources and then discussing a technical overview of ConceptShare as a cloud service. We'll also discuss high-level design decisions, support models, and integration requirements in building custom integrations.
  • System Administrator
  • Project Manager
ConceptShare Watermarking Assets - Learning Video

Learn about ConceptShare's new feature for Watermarking Assets. In reviewing and approving assets, you may have come across one or more assets that contained sensitive or confidential information. We'll show you how to leverage this feature to keep images, videos, or documents protected while still giving you the opportunity to get clear and actionable feedback on these sensitive assets.


Enable Watermarking in ConceptShare.
Watermark and Proof Watermarked Assets.
Generate a Feedback Summary.
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Roles: Creatives and Reviewers - Functional Reference Guide

Duration: 30m read


Learn about the different processes that a Creative and a Reviewer can perform in ConceptShare.


Topics covered:
Uploading Assets
Reviewing Feedback
Versioning Assets
Reviews Screen
Proofing Workspace
Providing Feedback
Review Responses
  • Reviewer
ConceptShare Roles: Account, Project and Review Roles - Learning Video Learn about the different types of roles in ConceptShare and how they help with the review and approval process of your team/agency.

Topics Covered:
Account Roles
Project Roles
Review Roles
Creating Custom Roles
Assigning Roles to Users
  • System Administrator
  • Project Manager
ConceptShare Review Coordination - Learning Video This is an overview on how ConceptShare organizes your review and approval workflow.

Topics Covered:
Organizing your Review and Approval Workflow - 1m
Project and Review Hierarchy - 2m
Reviews, Projects, Work, and Smart Folder Screens - 7m
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Managing Resources - Learning Video Learn how to manage your ConceptShare resources and how to customize your email preferences.
  • System Administrator
  • Project Manager
ConceptShare Managing Feedback Flags and Feedback Flag Resolutions - Infographic Learn how to manage and configure Feedback Flags and Feedback Flag Resolutions.

Topics covered:
Setup Feedback Flags
Setup Feedback Flags Resolutions
  • System Administrator
  • Project Manager
Conceptshare Projects and Reviews - Learning Video Learn about the features and functions of projects and reviews in ConceptShare. This course will take you through all the steps from creating projects and reviews up to completing a review.
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Review Chains - Infographic Learn how to manage and configure ConceptShare’s new feature - Review Chains.

Topics Covered:
Adding Review Chain
Review Builder
Reviews Screen
Review Side Panel
  • System Administrator
  • Project Manager
ConceptShare Using The Proofing Workspace - Learning Video This is an overview on the features and functions of the Proofing Workspace in ConceptShare.

Topics Covered:
Navigating the Proofing Workspace - 1m 14s
Feedback and Annotation Tools - 1m 4s
Feedback Flags - 4m 5s
Compare Lab - 1m 37s
Promote Feature - 3m 9s
Feedback Flag Resolutions - 2m 22s
Review Approval - 23s
Feedback Summary - 1m 16s
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Navigating the Proofing Workspace - Infographic Navigate through the different parts and functions of the Proofing Workspace.

Topics covered:
Parts of the Proofing Workspace
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Series: Participating in a Review - Infographic Navigate through the steps to participate in a review in ConceptShare.

Topics covered:
Email Notification
Feedback Tab
Viewing Feedback
Review Tab
Completing Feedback
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare The Compare Lab - Infographic Learn about the different parts and functions of the Compare Lab in ConceptShare.

Topics covered:
Parts of the Compare Lab
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Online Help - Support Material Learn about the features of ConceptShare
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Integrations: Adding Proofing Capabilities to WorkBook and Jira - Learning Video Learn about the proofing capabilities of ConceptShare’s integration with WorkBook and Jira, and how it enhances your workflows and your review and approval processes.
  • System Administrator
  • Project Manager
ConceptShare+JIRA Installing ConceptShare Plugin in JIRA - Infographic This is a step-by-step process on how to install the ConceptShare plugin in Jira.

Topics covered:
ConceptShare Plugin
Configuring ConceptShare Plugin
Troubleshooting ConceptShare Plugin
  • System Administrator
  • Project Manager
ConceptShare+JIRA Getting Started with JIRA - Starter Guide Learn how to use ConceptShare with Jira.

Topics covered:
Creating an Issue
Configuring an Issue
Participating in a Review
Asset Versioning
Completing an Issue
  • System Administrator
  • Project Manager
ConceptShare+JIRA Series: Participating in a Review - Video Navigate through the steps to participate in a review using ConceptShare through Jira.

Topics covered:
Reviews - 1m
Proofing Workspace - 1m
Adding Feedback - 2m
Comparing Asset Versions - 3m
  • System Administrator
  • Project Manager
  • Reviewer
ConceptShare Tips and Tricks Series: 5 Tips for Creating Banner Ads - Infographic This covers five tips on how to get your banner ads approved faster.

Topics covered:
Tips and Tricks
Banner Ads
  • System Administrator
  • Project Manager
  • Reviewer