Brightidea Support Portal
Command Center / Pipeline Management
Pipeline Basics
Pipeline Setup Tab
Joseph Hines
July 07, 2025 15:07
In the Pipeline Setup tab, you can configure the Pipeline's basic information, roles, rules, and templates. See below to learn about the available options.
Site
Information
Configure the Pipeline name and description.
You also have the option to mark the pipeline as a Research Pipeline
People
Participants
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.
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