✓ Whitelist your System Email Address
Before launching your first Initiative, test your system email address to prevent essential email notifications from being blocked or marked as spam.
✓ SSO
Administrators can integrate Single Sign-On (SSO) between Brightidea and a company’s identity management system.
✓ People Pillar, User Import, and Groups
You can pre-load users into your Brightidea site using the User and Group imports.
Note: Brightidea cannot import user passwords. After the user import, users must go to the login page and select ‘Forgot Password’ to reset and create a new password for themselves.
The ‘ALL’ Group contains every user in your system. If you have SSO, anyone who's visited your system will be included in this group.
✓ Initiative Group Access
Before launching an Initiative, confirm the correct user group(s) have been assigned to the challenge.
- An end user must be in a group assigned to an Initiative to have access to it.
- If an evaluator is not in a group applied to an Initiative, they will not have access to any actions (evaluations) for that challenge.
✓ Scheduler and System Time Zone
Confirm your system is set to the correct time zone. This will ensure your site starts and ends at the correct time, end users have access to the Initiative, and communications such as newsletters get sent at the correct time.
- End users can only submit ideas, vote, or collaborate on ideas once the Initiative has started.
- Always confirm the start and end date on the submission, voting, and commenting periods when using the Scheduler.
✓ Rules Engine
The Rules Engine automates your workflow. It works in the background and is triggered by an event, meets a condition, and performs an action. It’s important to check that a rule is configured correctly and makes logical sense concerning your workflow. Unintended actions of misconfigured rules include:
- Triggering of bulk emails
- Email(s) sent to the wrong recipient. (submitter, admin, group)
- Sending action items out at the wrong time or to the wrong evaluators in your workflow
- Moving an idea(s) to the wrong step in the workflow
- Rules conflicting with other rules
✓ Pipeline Setup
- Confirm that each step has the correct evaluators assigned to it (only 30 SME’s per step)
- If you add a new evaluator after ideas have been dropped and action items have been sent out, the evaluator will only receive action items on new ideas that enter that step.
- When an idea is submitted, it will automatically land in the first Step of the pipeline.
✓ Scorecards
Before moving ideas into a Scorecarding step, always review your Scorecard template:
- Questions and Question Type
- Answers and Answer point value
✓ Domain Restrictions
Applying domain restrictions permits access only to those users with specified email domain(s).
- Domain restrictions can be applied at both the System and Initiative levels.
- Any email domain not added to the list- including Admins- will be unable to log in or register.
✓ Widgets and Custom Design
Disable Widget Setup Mode when finished adding/removing widgets to your page to avoid unintended changes.
Note: If you’ve purchased custom design services or are using a design template, some of the widgets on the Enterprise and Initiative homepage contain custom CSS, HTML, and JavaScript. Editing or deleting these widgets can break your system's design and functionality. Please consult with your Brightidea Representative before making any design changes.
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