Role Descriptions

The Brightidea system has several layers of access that allow you to assign users to the appropriate 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

• Community

• Initiative

• Idea Box Roles

• Activity

• General Access

Enterprise Roles

• System Administrator: This role has access and control over the entire platform. System Admins can create new Pipelines and Communities and grant these administrative rights to other specified users. They also have access to all dashboards and export capabilities and automatic access to all Initiatives. Please note that clients typically only assign 1 to 2 System Admins to avoid configuration conflicts.
  • To learn more about System Administrator permissions, check out this support article.
• Affiliate Sponsor: The primary stakeholder of a system— their name is typically associated with the system to provide more credibility. The Affiliate Sponsor has the same administrative access to the system as a System Administrator. This role is initially assigned to the individual who 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.
• • To learn more about Community Administrator permissions, check out this support article

The following grid denotes the application areas accessible 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 cannot set up the evaluation workflow. 

Knowledge Base Article:

• • Setting Up and Understanding 'Moderator' Permissions

• Analyst Role: The Brightidea Analyst role can check on progress or run reports, similar to Administrator permissions, without having to worry about misconfiguration of any settings. This role is perfect 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 denotes the application areas accessible for each Initiative Role:

 

 

Idea Box Roles: The roles below are specific to Idea Box initiatives: 

• • 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: This role is an overlay to the IB Manager, which allows them to be a system admin for an IB-only instance.  This role is intended 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 for which 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 denotes the application areas accessible for each Idea Box Role:

 

 

Activity Roles

• Action Item Tool Type Assignees: This role is for users that have been identified as subject matter experts (SMEs) and are therefore 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 denotes the application areas accessible 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 denotes the application areas accessible for the General Access Role: