Brightidea allows Initiatives to easily be set as Private or Public.
- While Private Initiatives can only be accessed by Users who have existing accounts with sufficient permissions, Public Initiatives can be accessed by anyone at any time.
- Note: In both cases, all users are required to register and log in before they can submit Ideas, add Comments, or Vote. These actions will remain unavailable without logging in with an established account.
- Note: Global Navigation does not support Public Initiatives and must be disabled.
Getting Started
Changing your Initiative from Private access to Public access can be done under Site Setup > Access > Security by updating the dropdown option for What type of site do you want?
Additional details regarding Public Initiatives:
- External and logged-out users can view Ideas (unless an Idea is Hidden), Initiative pages, Widget information, and published Blogs.
- Users need to register and log in before they can submit Ideas, add Comments, and Vote.
- Self-registration and Registration-invites are used to gather new users.
- Brightidea will redirect users to Idea Boards upon logout. If they are logging out from the Homepage, they will be redirected back to the Homepage.
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An example of a Public Initiative is our own IdeaSpace - https://ideas.brightidea.com
Important Information About Having Private & Public Initiatives Concurrently
To prevent users from accessing certain Initiatives, you'll need to leverage Group Restriction within Enterprise. To ensure users' ability to access the correct Initiatives when logged in, you must pre-load these users into appropriate Groups and provide them with the URL of each Initiative. This will keep users restricted to only their Initiative(s).
- Note: Group Restriction is key- If users are not in the Group, they cannot access or view the URL of the Initiative within widgets, etc.
- To learn more about Groups, check out this support article.
- To learn more about providing Initiative Access, check out this support article.
Steps to Restrict Initiatives for New Users:
- Import the new users into Brightidea under Command Center > People > Add User > Import Users
- Once added, you can import the new users into the appropriate Groups under System Setup > Group Import
- Send the new users an email/newsletter with the Initiative's URL and inform them that they are required to set a password that meets the minimum requirements.
- After the new users have successfully set their password, they can log in and view the Initiative.
- Please contact your Brightidea Representative with any questions or concerns you may have while following this process.
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