The Brightidea Analyst role allows users to check on progress or run reports without the risk of unintended misconfiguring. This role is excellent for users who need access to all data in an Initiative but have not had formal training or are not permitted to edit the different sections.
Table of Contents
- Getting Started
- Permissions of Analyst Role
- Manage Review
- Analyst Export Feature
- Limitations of Analyst Role
Getting Started
Within an Initiative, System, Community, and Pipeline Administrators can grant an end user Analyst rights.
- To grant Analyst access to users, navigate to Manage Pipeline > Setup > Roles, add the desired users to the Analysts field, then select Save
Permissions of Analyst Role
The Analyst Role is strictly Read-Only. While Analysts cannot configure or modify any settings outside of End-User permissions, Analysts can view nearly every section an Administrator can access within an Initiative.
Once a user has been granted the Analyst role, the gear icon in the top-right navigation should appear for them, similarly to the view for Administrators. Analysts will only have one option available in the dropdown for View Pipelines.
Analysts will then be directed to the back-end Pipeline Action Item Manager. Analysts will see all the Sites/Challenges they have permissions for as well as Action items that allow for managing / viewing different submissions.
Manage Step
When clicking on the Manage Review option, Analysts will have access to 2 tabs: Currently In Step and Step History. This view is similar to Administrators, but without the ability to configure projects.
Action Items Progress
The Action Item Progress will allow Analysts to track which items have been sent out, completed or are waiting to be completed.
Currently In Step
This view will allow Analysts to see a more detailed look at which ideas are in the step.
Step History
This view will give a brief look at the Step History for each idea.
Analyst Export Feature
When Analysts are viewing the Pipeline within the Step View, they will have the ability to export all Action Items or Submissions within a Step.
Analysts can choose an submission within a step, click on the ellipsis icon (three-dot icon) and choose the Export option.
Once a submission has been chosen to Export, a screen will appear that will prompt Analysts to choose the data they want to receive, whether its Action Items, Submissions, or both.
Limitations of Analyst Role
- Analysts will also not have access to the Command Center, which means they cannot view Analytics or the People Pillar.
- In addition, Analysts won't have permissions to export any reports through the Initiative setup screen.
- Finally, Analysts will see the back-end Pipeline the same way an Administrator would, but without a few permissions:
- Cannot see the Pipeline folder button on the left panel
- Limited ability with the Actions button on the Pipeline Step View
- Cannot perform drag-and-drop on an idea
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