Setting Up and Understanding 'Pipeline/Site Administrator' Permissions


Brightidea System Administrators have the ability to assign "Pipeline/Site Administrators" for specific Sites on their Brightidea site.  

The Pipeline/Site Administrators have the ability to manage any Site/Pipeline that they are given administrator access including access to all respective setup areas described below.

PipelineAdmin_UserChart.jpg

Table of Contents

Getting Started

  • For administrators, the Site Administrator user role can be configured in either Challenge/Site setup under Setup --> Users --> Administrators or the Apps Setup Wizard:
  • Under each Pipeline Setup, there is a section for Roles to be configured. Here you can assign Pipeline Administrators.
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  • Site Administrators can also be configured in the Setup menu for any of Brightidea's Applications:

What can the 'Pipeline/Site Administrator' role access and what actions can they perform? 

Global Navigation Administrative Features

  • Through global navigation the Site Administrator will only be able to access Pipelines that they are assigned as Site Administrator. 
    • The Site Administrator will be not be able to access the Command Center, People, Apps, Innovations, Analytics and System Setup.

Site Setup

Dynamic Navigation

  • Site Administrators can configure dynamic navigation item in Site Setup.
    • Site administrators will be able to view navigation items set to "Admin" or "All" for Sites they are assigned as administrator for 
 

Widget Setup Mode

  • Site administrators have the ability to add, remove, and edit widgets throughout their Site pages.
    • Click here to learn more about widget setup mode.

Labels

  • Site administrators have the ability to change labels in their Site through either Site setup or Label Edit mode.
    • Click here to learn more about label edit mode.

View Idea Page

  • For Ideas the Site Administrator can perform all the same actions just like the System Administrator including:
    • Edit all idea attributes (title, status, category, attachments, etc.)
    • View hidden ideas
    • View and submit all types of comments (Private, Submitter Q&A, Admin)
    • View and create administrator tags

Pipeline Management

  • Within Pipeline the Pipeline/Site Administrator role can:
    • Access Pipeline setup for their Pipeline.
    • Change Pipeline (on idea) between Pipeline they have administrator access to.
    • Create, delete, or move Steps
    • Create, delete, move, or update Stages
    • Delete Ideas
    • Configure and Change Steps
    • Assign Action Items using the various tool types.
    • Copy, link and move ideas between Pipelines that they have 'Site Administrator' access to.
    • Access the “Manage Step” area for all step tool types.
    • Export Reports from Steps and Idea List View.
  • Within the Action Items Manager the Site Administrator can:
    • View, delete, cancel, and reopen action items for Pipelines which they have Site Administrator access to.
  • Site Administrators will not be able to:
    • Access other Pipelines that they do not have administrator access to.
    • Create or delete Pipelines (including using Apps)

Dashboards

  • The Site Administrator will be able to access Dashboards in the Pipelines they have access to.
    • The Site Administrator will not be able to access any of the Enterprise Dashboards, Command Center Dashboards, or the Business Results Dashboard.

 

Important Notes:

  • If you are on Brightidea's Admin-based licensing, each user who is configured as Pipeline/Site administrator on your Brightidea site will count as an admin license towards your Brightidea subscription. 
  • The Site 'Sponsor' has the exact same permissions as described above for 'Pipeline/Site Administrator', they are essentially another Administrator for the given Pipeline/Site.

 

 

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