This article provides brief descriptions of each setup options available in Initiative/Site.
System and Initiative/Site administrators can access the Setup page to enable or disable available options.
- Admins can access Site Setup by logging into the Site, then selecting Setup in the Nav
- Site Setup is divided into seven main tabs:
- Each main tab contains more detailed tabs that categorize each option.
- Admins must select Save Changes after making changes before moving on to another tab.
Site
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Basic Info
- Site Title: Edit the title of the Intiative.
- Site Description: Provides a concise explanation of an Initiative's topic or content.
- Site Image: Admins can change the main Site image used for Idea Boards & Lists
- Vanity URL: Input a vanity URL for your Initiative to use for posting on websites and include in emails or promotional materials.
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Navigation
- Administrators can configure Dynamic Navigation with links to various pages.
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General Settings
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- Enable Team Site View
- Enable Global Navigation on this Initiative: When enabled, Global Navigation will appear in the Initiative header for all pages.
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Profiles: Enables user profiles within the Initiative, which users can edit to provide any personal information.
- User profiles will be visible to all users unless disabled.
- Subscribe Button: Allow users to subscribe to updates for that Initiative
- User Networks: Allow users to invite other users to their network. Once in a network, each user can see others in the same network via the My Network widget.
- Private Messaging: Allow users to send messages to each other directly.
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Site baby-sitter: The email account entered as site baby sitter will be cc’ed on all Initiative/Site generated emails.
- Note: The email entered must be associated with a registered user on the site.
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After Login Page: Choose which page you wish the user be navigated to after logging in.
- You can select the Home Page, View Ideas page, or News Blog Page.
- Enable Date Formatting: To accommodate other formats of time and dates in your Site, please be aware of the feature to change your DD/MM/YYYY format.
- Redirection URL: To re-route any Site (Ended or Not Ended) you can enable this option. This will re-route any user trying to access this Initiative/Site, once this is on, all users will go to the URL you provide.
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Advanced Email Options:
- Enable Daily Mail Digest Queue & Weekly Mail Digest Queue: Provides users with the option to select a Daily or Weekly Email Digest that will email their activity in Initiative or Enterprise.
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Terms
- Enterprise Terms and Conditions: When selected, the Site terms and conditions will reflect the same as the Enterprise level.
- Initiative Terms and Conditions: Admins can configure terms and conditions specific to that Initiative.
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Design
- Banner: The banner is the area at the top of the screen. There are three ways to add content to the banner area: Hide Site Banner, Image or custom HTML.
- Footer HTML: By using some basic HTML code, the footer can be customized and designed as needed.
- Custom CSS: This allows adding custom CSS to fully design and customize your Initiative/Site.
- Favicon: Here you can upload an icon that will appear in the web browser for that Initiative/Site.
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Blog
- Comments Submission: Allows users to make comments to blog posts.
- Manage Blog Subscriptions: Admins can add or remove members to be subscribed to blogs.
- Select “Get Current Subscribers” to see full list of blog option to remove them.
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System Email Messages
- Here and in the Pipeline Communications area email templates can be configured for the Site.
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Newsletter
- Learn more about Newsletters here.
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Labels
- Once the spreadsheet is filled with the appropriate labels they can import the new labels back into the Site.
- Edit Labels: This section allows you to edit labels within the Initiative/Site that would otherwise be difficult to reach with standard label edit mode (e.g. registration pop-up box).
- Import/Export Site Labels: Export the Site Labels spreadsheet.
Access
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Security
- What type of site do you want?: This setting allows the Initiative/Site to be set as public or private.
- Which users do you want to allow to register?: This setting determines if everyone can register or only those who receive an administrator invite.
- Users can invite new users: Enables Invite a Friend widget, which allows users to enter the email address of an unregistered user, who will in turn receive a system-generated invitation to the Initiative/Site.
- Enable Strong Password rules: Requires users to select a strong password.
- Do not allow JavaScript in Text/HTML widgets: When enabled, does not allow JavaScript in Text/HTML widgets.
- Expire email invitation within: Allows the administrator to specify a time after which email invitations to the Initiative/Site expire.
- Session Timeout: Allows the administrator to override the default session settings and specify a timeout period for additional security.
- Enable Frame Encapsulation Security: Prevents the Site from being put in an I-Frame. Click here to learn more.
- Enable Simultaneous Login Security: Restricts multiple users from logging in with the same user account at the same time. Click here to learn more.
- Default User Group for Self-Registration: This will add all new users to the group that has been set here.
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Hide User Points From End Users:
This will display 0 on all your statistics when viewed by end-users. Click here to learn more.
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Registration
- Restrict self-registration by email: For internal corporate campaigns, it is often useful to restrict registration and participation to those users with a company email account.
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Authentication
- In this tab, Single-Sign-On can be configured for the Initiative. Click here to learn more and read our complete SAML SSO documentation.
Scheduling
- Learn more about the Site Scheduler and how it can be configured here.
Ideas
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Ideas
- Idea Submission: When enabled allows users to submit ideas to the Initiative/Site.
- Add Idea Image to Idea Submission Forms: Allows users to add their own idea image when posting any idea.
- Idea Image: Set a default idea image for newly submitted ideas.
- Similar Ideas (Duplicate Checker): This feature helps reduce duplicate ideas in your Initiative/Site.
- Idea Tags: When enabled tags allow your user community to self-categorize their ideas by adding tags.
- Rich text for Idea description: A Rich Text Editor is available to users when submitting an idea. Note, this option is only for the old Post Idea 1.0 page.
- Enable dependent form questions: Idea submission form questions can be set dependent based on the answers of the already answered questions.
- Private Attachments: Allows users to attach a file that only evaluators and administrators can see as part of the idea.
- Idea View Count: View count allows administrators to easily recognize which ideas are the most popular both in Site.
- My Favorites: Allows end users to build a list of their favorite ideas submitted to the Site.
- Enable Category and Idea Subscription: Allows end users to subscribe to categories or individual ideas.
- Enable admin ability to subscribe other users: Allows admins to subscribe/unsubscribe end users to ideas and Sites.
- Enable Campaign Specific Statuses: Allows statuses specific to the Site to be configured rather than Enterprise.
- Important Note: Once this option is enabled, it can't be disabled!
- Enable Expertise on Ideas: This option enables Expertise to be collected on the Post Idea 2.0 page and displayed on the View Idea 2.0 page.
- Enable Evaluations Tab on View Idea 2.0: Enables ability to display evaluation results to submitters and team members.
- Allow Idea Editing: Here administrators have the ability to edit any ideas as well as submitters of ideas
- Enable Category Alert Lists:Category alerts allow Brightidea participants to be subscribed to any ideas coming into a specific category.
- Hide Vote History: When selected it removes the 'Votes Tab' on the View Idea 2.0 page.
- Idea Ranking By Vote Multiplier: Idea Ranking By Vote Multiplier allows you to choose the weight of points for voting in your Site.
- Anonymous Submission: When selected users cannot see the name of the idea submitter.
- Team Submission: Once enabled any existing user can be added to the idea team
- All submitters get points (for post Idea and Idea promoted): Administrators can determine whether all submitters (including team members) or only the main idea submitter (team leader) will get points
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Team Building
- Find Teammates: This option allows Idea Submitters to search for Users that have the required Expertise to finish projects.
- User Availability Flag: Users can mark themselves as Available if they would like to participate in any new projects that are created.
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Users can apply to join teams: If a User is interested in Applying to a specific Submission, they can send a message to the Idea Owner letting them know their interest.
- Add Accepted Users to Workspace Team: This setting allows accepted Users to join the Workspace team if needed.
- Add Accepted Users to Submission Team: This setting allows accepted Users to join the Submission team if needed.
- The administrator of the initiative can select the Idea board version to use in their initiative.
- Idea Boards 1.0 (Old Idea List)
- Idea Boards 2.0
- Idea Boards 3.0 (This replaces the old Idea Boards 2.0 page)
- For Idea Boards 3.0 only, the administrator can also select the default sorts and available filters in this tab as well.
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Comments
- Comment Submission: When enabled allows users to submit comments via the View Idea page:
- Comment Editing for Submitter: Once enabled, the end user can edit their comment after submission.
- Comment Deleting for Submitter: This feature gives the end user the option to delete their comment after submission.
- Attachments on Comments: Allows end users can add attachments to comments and comment replies.
- Voting on comments: Allow users to vote on their favorite comments.
- Show Comment Demote Count: This allows administrators to see which comments are the least favorited through the demote feature.
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Voting
- Voting: By default, users can vote to promote an idea, this can be disable by unchecking the voting option.
- Demote Voting: By checking the checkbox for ‘Demote Voting’ will be enabled, which users to demote an idea.
- Simple Voting: Simple Voting means that each user only can vote once on each idea, they do not get an unlimited or multiple amount of votes.
- Restrictive Voting: Restrictive Voting allows one vote per user per Site.
- Chips Voting: When enabled the administrator can set the total amount of votes each user has to spread over all the ideas and can set the number of maximum votes a user can place on a single idea.
- Enable Promote Reason: Allows users to list a reason for promoting an idea.
- Enable Demote Reason: Allows users to list a reason for demoting an idea.
- Submitter auto-promote on submission: Administrators can choose to have default vote on submission to be on or off. By default, a vote added to one's idea when submitted will be the default behavior, but administrators have the option to disable.
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Categories
- Categories section allows the Administrator to add, edit, and delete categories for ideas submitted to this Initiative/Site.
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Statuses
- When Site specific statuses is enabled the statuses editor allows the Administrator to add, edit, and delete idea statuses specific to that Site.
- Status Reputation Points: When configured users will receive reputation points when their idea receives a particular status.
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Submission Form
- Questions can be added and removed as needed.
- This section allows the administrator to edit the submission form for a Initiative/Site by clicking the paper and pencil icon that appears to the right of the form name.
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Business Model
- Here, the administrator can configure the Business Model form used in Team WorkSpace.
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Ideas Import
- Here administrator can import the Site Idea Import spreadsheet.
- Once the spreadsheet is filled with ideas, they can import the new ideas into the Initiative/Site.
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Additional Info
- Additional Info Editor: This options allow for additional administrator only questions to be configured that will be displayed under the 'additional info' tab on the View Idea 2.0 page.
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Team Workspace
- Here, the administrator can enable the Team WorkSpace and associated functionality for the initiative.
Users
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Manage
- Allows the administrator to search for users and create new user accounts.
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Reputation
- Administrators can configure user reputation points in this section. Click here to learn more.
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Registration Invites
- The administrator can send a personalized email and communication to select amount of users to promote registration of your Site.
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Groups
- Here admins can add and remove users to groups that have access to the Site.
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Notify
- Administrators can send a notification to all users with access to the Site.
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Blocked Users
- A list of all users blocked from the Initiative.
Exports
- Brightidea offers various reports available via export. Reports are organized by Ideas, Votes, Users, Login History, Search History, Categories, API, Trend Tracking, and Follower. Click here to learn more.
- Admins can allow users to post submissions and comments via email.
Image Library
- In the Image Library, the administrator can upload images, documents, or media files for use for the Initiative/Site system
Comments