Managing User Accounts

Getting Started

Admins can fully manage their users within the Brightidea platform.

To manage users, navigate to System Setup > Users > Manage

Search for Users

Under the Manage tab, you can search for users by typing in their user name or email address.

• Once you find the user, click on their name in the drop-down menu and click Select.

• From this page, you can view the user profile, deactivate or delete the user, give discretionary points, and reset their password.

Update User Profiles

• Click Show Details next to their user name to update the user profile.
• You can update all the user profile fields within the text boxes.

Deactivate Users

• To deactivate a user, select Deactivate User
  • Note: A deactivated user will not be able to access the system. Users' votes, ideas, and comments will remain intact if deactivated. 
• You can view a list of all deactivated users by navigating to System Setup > Users > Deactivated Users

• To reactivate a user, select Reactivate User on the user management page.

Delete Users

• You can delete a user by selecting Delete User.
• Check the confirmation box to activate the Delete User button, then select Delete User.
• Deleted users cannot be restored. All associated ideas/votes/comments will be deleted!

Reset a User's Password

• If a user is having trouble logging into the system, you can reset their password.
• Select Reset Password to email the user instructions on resetting their password.

Create a New User Account

On the user management page, you have the option to create new accounts.

• • To add a new user, select New Account

• Please enter the user's Screen Name and Email and select whether or not to send them an invitation email.

• Admins can also choose whether to assign the user a random password. If the box is unchecked, a field for a Password will appear for the Admin to assign.

• Select Create to finish the creation process.

Assign a New Admin

User management also involves setting System and Pipeline Administrators.

Adding System Admins

• Navigate to System Setup > Users > Administrators 

• Search for the desired user and select Add Administrator
  • Select the red "X" next to the appropriate user name to remove Admin permission from a user.  

• Assigned users will have full Admin privileges in the entire System, including all Initiatives.

Adding Pipeline Admins

• To add a Pipeline Administrator, navigate to Pipeline Setup > People > Roles
• Search and select the desired user's name in the Pipeline Administrators field

• The user will now have Admin privileges to that Initiative. 

Configure User Groups

Another part of user management is setting up user Groups.

• To learn more about configuring user Groups in Brightidea, check out this support article.