Roles control what each person can see and do in Brightidea. Use this article to choose the right role for each user, from full control of the system to everyday participation.
A summary of what each role can access.
System roles
| Role | What the role can do |
|---|---|
| System Administrator | Has access to and control over the whole system. System Administrators can create Pipelines and Communities, give administrative rights to other users, open every dashboard and export, and open every Initiative. Most customers assign one or two System Administrators, to avoid conflicting configuration changes. |
| System Sponsor | The main stakeholder of the system. The System Sponsor has the same administrative access as a System Administrator. Brightidea first gives this role to the person who creates the system. Some pages, such as System Setup, show this role as Affiliate Sponsor. |
Learn more: Understanding 'System Administrator' Permissions
What each system role can access.
Community roles
| Role | What the role can do |
|---|---|
| Community Administrator | Has full control over one Community and every site in it. Community Administrators can create Pipelines in the Community, give administrative rights to other users, configure site content, and set up and manage the evaluation workflow. They can also moderate submissions, change statuses, and assign evaluation steps for every site in the Community. |
Learn more: Understanding 'Community Administrator' Permissions
What the Community Administrator role can access.
Initiative roles
| Role | What the role can do |
|---|---|
| Pipeline Administrator | Has full control over one site. Pipeline Administrators configure the site content, set up and manage the evaluation workflow, moderate submissions, change statuses, and assign evaluation steps. They can open every dashboard and export for the site. See Understanding 'Pipeline Administrator' Permissions. |
| Pipeline Moderator | Moderates submissions in one Initiative by changing statuses and assigning evaluation steps. Pipeline Moderators cannot configure the site content or set up the evaluation workflow. See Understanding 'Moderator' Permissions. |
| Analyst | Checks progress and runs reports with the same view of the data as an administrator, but cannot change any settings. Use this role for people who need all the data on a site and have not been trained to configure it. See Understanding 'Analyst' Permissions. |
| Sponsor | Provides the budget and resources for an Initiative and helps define its topic and purpose. When a solution is handed off, Brightidea sends the Sponsor a survey to collect feedback. This role is also called Challenge Sponsor or Initiative Sponsor. See Understanding the 'Sponsor' Role. |
What each Initiative role can access.
Idea Box roles
These roles apply only to Idea Box Initiatives.
| Role | What the role can do |
|---|---|
| Idea Box Manager | Has full administrative control over one Idea Box site. Idea Box Managers configure the site content, set up and manage the evaluation workflow, moderate submissions, change statuses, and assign evaluation steps. They can open every dashboard and export for the Idea Box, and they act as Pipeline Managers for all of its sub-pipelines. Idea Box Managers cannot create new Idea Boxes. |
| IT System Admin | An add-on to the Idea Box Manager role for systems that only use Idea Box. It gives access to technical configuration settings, such as security and domain settings. |
| Pipeline Manager | Moderates submissions in one Initiative by changing statuses and assigning evaluation steps. Pipeline Managers can also configure the site content and set up the evaluation workflow. |
What each Idea Box role can access.
Hackathon Manager
The Hackathon Manager has full administrative control over one Hackathon event. Hackathon Managers configure the site content, set up and manage the evaluation workflow, moderate submissions, change statuses, and assign evaluation steps. They can open every dashboard and export for the Hackathon. Hackathon Managers cannot create new Hackathon events.
What the Hackathon Manager role can access.
Activity roles
Activity roles go to the people you ask to complete action items in a pipeline step, such as scoring a Scorecard or ranking ideas in a Stack Rank. The role name depends on the tool type of the step.
| Tool type | Role name |
|---|---|
| Development | Development Team Lead |
| Development | Development Team Member |
| Judging | Judge |
| Review | Evaluator |
| Scorecard | Evaluator |
| Single Scale | Evaluator |
| Stack Rank | Evaluator |
What each activity role can access.
Participant
Most of your users are Participants. They can submit, comment on, vote on, and follow ideas, and track them through the process. They cannot open the evaluation workflow.
Learn more: End User Introduction to Brightidea
What the Participant role can access.
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