Pipeline Setup Tab

Site

• Information
  • Configure the Pipeline name and description.
  • You also have the option to mark the pipeline as a Research Pipeline
    • Pipelines marked Research Pipeline can be filtered out from Command Center and Innovation Dashboard views

People

• Access Groups
  • Configure which users/groups have general access to the Initiative. Click here to learn more about user Groups in Brightidea. 
    • Admins can also import users into a user group. Click here to learn more about importing user Groups in Brightidea.

• Roles
  • Configure the Pipeline Sponsor, Administrators, Moderators, and Analysts. Click here to learn more about Roles in Brightidea.

Rules Engine

• Rules
  • Configure the Rules Engine. Click here to learn more.

• Email Templates
  • Configure email templates specific to the Rules Engine.

Workflow

• Scorecards
  • Configure scorecard templates for the Scorecard tool type. Click here to learn more.

Communications

• Emails
  • Configure email templates for Pipeline Communications. Click here to learn more.

• Email Alerts
  • Configure email alerts for the Pipeline. Click here to learn more.

• Email Configuration/Settings
  • Configure the Contact Name and Email for emails sent from the Pipeline.