Advanced Setup & Configuration

Unlocking Administrator Capabilities: A Comprehensive Overview of Essential Configuration Settings in IdeaScale

You will need to have Administrator access to configure the settings described below. If you are not a Global Administrator, please contact your IdeaScale Site Owner or Administrator.

Table of Contents

  1. Member Profile Questions
  2. Incoming Moderation
  3. Member Management Dashboard
  4. Idea Portfolio
  5. Idea Ownership
  6. Reporting & Analysis Dashboard
  7. Capturing & Estimating Value
  8. Jira Integration


Member Profile Questions


When members join your community, you can set up Member Profile Questions to gather more information from them. This helps you to learn more about your community members and group them based on their interests, preferences, and demographics. Additionally, the Member Profile Questions can serve as a valuable source of insights and feedback for your innovation management strategy.

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Member Profile Questions


 

Incoming Moderation

The Incoming Moderation dashboard simplifies the process for moderators to manage submitted ideas and respond to idea submitters. With the ability to link and sort ideas, moderators can easily advance ideas to new stages of development. This feature streamlines the moderation process and enhances collaboration between moderators and community members.

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Incoming Moderation

Saved Reply

Annotations


 

Member Management Dashboard

Member Management allows you to search and select members to take action such as approve, ban, send a private message, and more. 

Video Overview:

Help Articles:

Overview of Member Management

Bulk Import Members

Idea Portfolio

Idea Portfolio grants Moderators an easy-to-use method of organizing, sorting, and tagging all ideas that have been submitted. The ideas, campaigns, and groups that moderators can see will depend on the type of moderator they are: Global, Campaign, or Group Moderator.

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Overview of the Idea Portfolio


    Idea Ownership

    Moderators or administrators can assign an Idea owner to partly manage specific ideas. Multiple owners can be given to a single idea. 

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    Idea Ownership


      Reporting & Analysis Dashboard

      The Reporting & Analysis Dashboard helps you to monitor engagement and outcomes across your campaigns.

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      Overview of the Reporting & Analysis 


       

      Capturing and estimating the value of an idea

      There are several ways to capture and report on an idea’s value, costs, and other financial fields in IdeaScale. 

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      Idea Submission Tool

      Custom Fields On Idea Submission Tool

      Custom Fields


       

      Jira Integration

      Our Jira integration with the IdeaScale community allows users to track, update and follow ideas being submitted in the community. Jira can help you to further project manage selected ideas until they are implemented.  

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      Jira Integration

      Webhook with Jira

      Please check back here periodically for new training videos on advanced settings, configuration, and innovation management strategy.