Your Brightidea system has several layers of access allowing you to assign users to the right Role based on their level of participation in your innovation programs. The following descriptions will guide you through the Role options in the system.
Role Levels
Enterprise Roles
- System Administrator: This role has access and control over the entire platform. They have the ability to create new Pipelines and Communities and can grant Administrative rights to select users. They have access to all dashboards and export capabilities. Typically, clients only assign 1 to 2 system admins.
- Knowledge Base Articles:
- Setting Up and Understanding Brightidea 'System Administrator' Permissions.
- Does a 'System administrator' have automatic access to all Sites?
- Affiliate Sponsor: The primary stakeholder of a system. Typically their name is associated with the system to provide more credibility. The Affiliate Sponsor has administrative access to the system equivalent to a System Administrator. This role is initially assigned to the individual that creates the system.
The following grid details application area access for each Enterprise Role:
Community Roles
- Community Administrator: This role has complete control over a single community and all Sites within that community. This includes the ability to create new Pipelines within that community and grant administrative rights to select users. Additionally, community admins can configure the content of the sites as well as set up and manage the evaluation workflow process. They can also moderate the submissions, change statuses, and assign evaluation steps for all Sites that sit within their community.
- Knowledge Base Article:
- Community Administrators.
The following grid details application area access for each Community Role:
Initiative Roles
- Pipeline Administrator: This role has complete control over a single Site. This includes configuring the content of the site as well as setting up and managing the evaluation workflow process. They can also moderate the submissions, change statuses, and assign evaluation steps within the particular Site they have been granted admin rights. They have access to all Site level dashboards and exports.
- Knowledge Base Article:
- Setting up and Understanding ‘Pipeline / Initiative Administrator' Permissions.
- Pipeline Moderator: This role can moderate the submissions by changing statuses, and assigning evaluation steps within the particular initiative they have been granted admin rights. However, they are unable to configure the content of the Site and unable to setup the evaluation workflow.
- Knowledge Base Article:
- Setting Up and Understanding 'Moderator' Permissions
- Analyst Role: The Brightidea Analyst role has the ability to check on progress or run reports, similar to Administrator permissions, without having to worry about misconfiguration of any settings. This role is great to apply to users who need access to all the data on a site, but have not had formal training on how to change/edit the different sections.
- Knowledge Base Article:
- Setting Up and Understanding 'Analyst Role' Permissions.
- Sponsor (Challenge Sponsor/Initiative Sponsor): The Sponsor provides budget and resources and helps define the topic and purpose of the challenge. Once the solution is handed off, a survey is sent to the Sponsor to gather feedback.
- Knowledge Base Article:
- What is a Sponsor’s Role? How can I update it?
The following grid details application area access for each Initiative Role:
Idea Box Roles: The roles below are specific to Idea Box initiatives:
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- IdeaBox Manager: This role has full administrative control over an IdeaBox Site. This includes configuring the content of the site as well as setting up and managing the evaluation workflow process. They can also moderate the submissions, change statuses, and assign evaluation steps within the IdeaBox site. They have access to all dashboards and exports for the IdeaBox. IdeaBox Managers also serve as Pipeline Managers for all sub-pipelines of the IdeaBox.
- IT System Manager: Overlay to IB Manager, allows them to be a system admin for an IB only instance. For enterprise level management of the system
- Pipeline Manager: This role can moderate the submissions by changing statuses, and assigning evaluation steps within the particular initiative they have been granted admin rights. They are also able to configure the content of the Site and to set up the evaluation workflow.
The following grid details application area access for each Idea Box Role:
Activity Roles
- Action Item Tool Type Assignees: This role is for those that have been identified as subject matter experts and asked to complete evaluation steps such as Scorecards, Pairwise side by side comparison, or Stack Ranking of ideas throughout the evaluation process.
- The following lists the Tool Types with their associated Role Name:
Tool Type
Role Name
Scorecard
Evaluator
Single Scale
Evaluator
Judging
Judge
Development
Development Team Lead
Development
Development Team Member
Review
Evaluator
Stack Rank
Evaluator
The following grid details application area access for each Activity Role:
General Access Role
- Participant: This role will apply to the vast majority of your users. They have access to the ideation and collaboration elements of the platform, but do not have access to the backend evaluation workflow. They can submit, comment, vote, follow and track ideas throughout the process. Brightidea’s administrator pricing model includes unlimited standard users as long as they are internal members of your company.
- Knowledge Base Article:
- End User introduction to Brightidea.
The following grid details application area access for the General Access Role:
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