Pipeline Setup Tab


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

Screenshot 2025-06-25 at 11.56.43 AM.png

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.

Screenshot 2025-06-25 at 12.08.59 PM.png

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

Screenshot 2025-06-25 at 12.09.08 PM.png

Rules Engine

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

Screenshot 2025-06-25 at 12.09.16 PM.png

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

Screenshot 2025-06-25 at 12.09.25 PM.png

Workflow

  • Scorecards
    • Configure scorecard templates for the Scorecard tool type. Click here to learn more.
Screenshot 2025-06-25 at 12.08.00 PM.png

Communications

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

Screenshot 2025-06-25 at 12.11.34 PM.png

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

Screenshot 2025-06-25 at 12.12.41 PM.png

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

Screenshot 2025-06-25 at 12.12.48 PM.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments