Log Into a ConceptShare Account

Use the Reviews menu on the Task Card to log into your ConceptShare account.

  • In WorkBook, you must be a System Administrator, an Advanced User, or a Basic User with access to new pages.

  • In ConceptShare, you must have an account with an Account Role that has the permission Configure Integrations with Third-Party Applications enabled (set to Yes).

For more information, see the Deltek WorkBook Integration Guide for ConceptShare.

To log into your ConceptShare account:

  1. Navigate to the Task Card > Reviews - ConceptShare .
  2. On the screen, click Log In.
    Alternatively, on the upper right corner of the screen, click Log In .
  3. In the ConceptShare Login dialog box, enter your ConceptShare account credentials and click Login.
    Note: If you are using version 12.1 and newer, your session is retained even when you log out of WorkBook. Your session expires 30 days after your last log in. WorkBook prompts you to log in again to ConceptShare.
    The option to create a Project or link an existing Project displays.