ConceptShare is designed with a high degree of customization in mind. It’s possible to fully customize email templates and in-app strings. This can be very useful in cases where a white-labelled or highly streamlined integration is desired.
Before You Start
ConceptShare currently supports English, Japanese, and Simplified Chinese (with additional languages on the horizon). If your localization customization involves making broader changes than mere brand substitutions (ie. making grammatical or structural changes to strings), consider that you will have to translate these strings for all supported languages (and future languages as they become available). Also consider that if ConceptShare updates any underlying email templates or in-app strings as part of future enhancements (which your customization have overridden), it’s your responsibility to update your custom strings to maintain the same meaning. If you have any questions of concerns, feel free to reach out to the Deltek Support and get the necessary clarifications before you proceed.
- In order to customize emails or in-app strings for any account, you must have administrative access to its instance. That means you must either be the owner of that instance, or have been granted administrative access to it by its owner.
- The above constraint effectively rules out multi-tenant accounts as no partner or customer is permitted to make administrative changes.
- Your licensing terms may not permit any changes to ConceptShare or Deltek branding. Please consult with your ConceptShare sales representative or customer success manager for details.
Admin Panel: Localization Tab
Log into your ConceptShare instance and navigate to the Administration Panel. The instance admin panel is accessed by adding /adminpanel to the top level domain of your ConceptShare account URL.
For example, if the account’s URL is https://marketing.acme.conceptshare.com , then the admin panel will be accessible at:
Once you’ve logged into the Admin Panel, navigate to the Localization tab (1) as shown below.
The localization tab is composed of the following elements:
- Localization Tab: Button used to navigate to the Localization settings in the Admin Panel.
- Language: This drop-down menu allows you to select which language you’re going to view and edit.
- Interface: This drop-down allows you to select between in-app strings and email templates
- Filter: This button toggles the Search bar (5) and allows you to narrow the results displayed in the localization list (6) to only those keys and/or values which contain your search string. (Note: search is case insensitive)
- Search: Value used as the search criteria if the Filter (4) is enabled.
- Key, Value, Default Value and Account - Instance. Let’s go through them individually:
- Keys: the unique name for the strings / email template (cannot be changed)
- Default Value: immutable copy of the original value for reference, this is to allow you to compare your customization with the original value.
- Value: Current value of the string
- Account - Instance: Buttons to edit account or instance wide settings for the associated key. These buttons light up bright blue if the account or instance values have been customized. A helpful visual indicator to highlight which keys have been customized.
To customize a value, first select the appropriate drop-down values from the Language and Interface. Use the filter if you’re interested in finding all keys value pairs that contain a specific value. Once you have the key value pair in the list, you can click the Account or Instance button for that key depending on whether you want to make these changes for the current account or instance wide. When you, you’ll see a dialog appear as shown below:
Hint: you can drag the corner of the Value text-box to resize the window to make it larger and easier to work with. You might also find it easier to simply copy the contents of Value text-box into an HTML editor for better syntax highlighting and code formatting. This is particularly true for email templates. Once you’ve made the changes, click the save button to override the default values.
After clicking Save, notice that the Account or Instance button (whichever you selected) is now blue. This will help you in the future to quickly discover which Keys you’ve overridden.
If you find that you want to revert a customization back to it’s default state, the process is similar to that of adding the customization. Click either the Account or Instance button (whichever you’ve customized and want to revert) which will present you with the Edit Localization dialog. This time, rather than clicking Save, click on Delete which will prompt you for confirmation. Click Yes to revert the value back to its default.