Understanding System Setup

System Admins can access the Enterprise System Setup page to enable or disable the available options described below. 

 

Getting Started

To access the Enterprise Setup page, System Admins can select the Setup link in the global navigation bar or select the gear dropdown and select System Setup.

System Setup is divided into seven main tabs: 

• • Site
  • Access
  • Ideas
  • Users
  • Exports
  • Initiatives
  • File Library

Site

• Basic Info

  • Affiliate Name: Allows you to change the name of your Brightidea Site.
  • Domain Names: Set or change your Brightidea site Vanity URL (ex: apple.brightidea.com/enterprise).

• Global Navigation

  • Enable or disable Global Navigation for all Enterprise and the applicable Initiative/Site(s). 
  • Administrators can also configure the Masthead, Background, and Logo.

 

• Navigation

  • Admins can configure the Dynamic Navigation in the top navigation bar.

• User Homepage

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• General Settings

• • Private Messaging: Private Messaging allows users to send messages to each other directly. 
  • Contact Email: This is the email address that will be used as the 'from' address for all system-generated emails.
    • Also, the email address indicated will be displayed at the bottom of most Enterprise pages as the 'Contact Address' for your site.
  • Contact Name: This is the name associated with the contact email. This is only used with certain dynamic email fields.
  • 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. 
  • Time Zone: This option allows the administrator to configure the timezone for their Brightidea site. 
  • Time Format: Administrators can set their time to a 24 hour or 12 hour clock.  
  • Currency: This option allows administrators to set the currency for business impact in their site.
  • Advanced Email Options:
    • Enable Daily Mail Digest Queue & Weekly Mail Digest Queue: Users can select a Daily or Weekly Email Digest that will show all their activity in Enterprise or Initiatives.
    • Note: This enables users to choose an option. This will not subscribe users automatically.

• Terms

• System Terms and Conditions: When enabled, Initiative terms and conditions will reflect what is configured at the Enterprise level.

• 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 Enterprise level site and any applicable Site inheriting Enterprise CSS.

• System Email Messages

  • Admins can configure the system email message temples. To learn more about setting up individual email templates, check out this support article.

• Newsletter

• • Administrators can configure and send out a newsletter to selected users. Click here to learn more about the newsletter.

• Labels

  • Edit Labels: This section allows you to edit labels within the software that would otherwise be difficult to reach with standard label edit mode (e.g. registration pop-up box).
  • Import/Export Site Labels: Here admins can export the Enterprise Labels spreadsheet. Once the spreadsheet is filled with the appropriate labels they can import the new labels back into the Site.

• Mobile

  • In this tab, Admins can activate Brightidea's mobile application for their system. Click here to learn more about getting started with Brightidea Mobile.
  • Once enabled, Admins can modify the design, labels, and mobile link.
  

Access

• Security

  • Enable Simultaneous Login Security: Restricts multiple users from logging in with the same user account at the same time. Click here to learn more.
  • Session Timeout: Allows the administrator to override the default session settings and specify a timeout period for additional security.
  • Enable Strong Password rules: Requires users to select a strong password.
  • Expire email invitation within: Allows the administrator to specify a time after which email invitations to the Site expire.

• Registration

  • Disable Self-Registration: Require Admins to send an invitation email for users to register
  • 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.

• Authentication

  • Admins can configure the various components of the Brightidea Login page. To learn more about customizing the content on the login screen, check out this support article.

• SAML Profiles

  • In this tab, Single-Sign-On can be configured for Brightidea. To learn more about configuring SSO, read our complete SAML SSO documentation.
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Ideas

• Idea Settings

  • Enable Outcome and Projections Tabs for Ideas: This feature adds the Business Impact tab to the View Idea 2.0 page.

• Enable Idea Tags Automatic Description: When enabled, this automatically subscribes users to tags that they add to ideas when submitting -OR- any tags users add to an idea when editing an idea.
• Custom Idea Code Prefix: Create a custom prefixed code for all records in the system.
• Customized Idea Code on the activity level: Allow Initiative Admins to customize the prefix for individual Initiatives

• Business Impact

  • Configure the Financial and Non-Financial Benefits for the Business Impact tab

• Statuses 

  • Admins can configure Enterprise-level Idea statuses, including status name, description, system status, and status color.

Users

• Groups

• Admins can leverage Groups to grant or restrict access to Site users across their Brightidea system. Click here to learn more about groups.

• Manage

• Administrators can search for users and create new user accounts. Click here to learn more on managing users.

• Administrators

• Admins can configure additional Administrators or remove any existing Administrator from admin access. Click here to learn more. 

• Profile Fields

• User profiles fields can be configured in this section. Click here to learn more about setting up profile fields for your site.

• Group Import

• Admins can import pre-configured groups into their Brightidea system. To learn more about Group Importing, check out this support article.

Exports

• Brightidea offers various reports that can be exported. Reports are organized by Sites, Ideas, Users, Login History, Search History, Tag Followers, and Site-Wide.
  • Click here to learn more about all available Enterprise level exports.

Initiatives

• In this tab, Admins can Manage Initiatives, manage Initiative Requests, and manage Communities.

File Library

• Admins can upload images, documents, or media files for use in the Enterprise system.