Admin Quick Start Guide

Starting as an Administrator in IdeaScale

Before beginning as a Workspace and/or Community Administrator, review how IdeaScale works by watching the video above.

Innovation Planning

To support your building your crowdsourced innovation program and first campaign, we provide four Innovation Planning Workbooks found here (go to 'Workbooks & Guides').

Each workbook guides you through a key aspect of the innovation planning process. The frameworks outlined and questions will help you reach milestones to kick-start your crowdsourcing campaigns.

• Framing the Big Picture 

• Team and Crowd Engagement 

• Idea Management for Implementation 

• Messaging and Communication
  

Configuring Your Workspace and Communities

Your first step is to configure your Workspace settings. What you allow or restrict at the Workspace level frames what options are available for all communities and campaigns, which are customizable at their respective individual settings.

Be sure to review our Set-Up Guide for more detailed information.

The following resources will help you best prepare for success as you design and implement your community and campaigns. 

• Single Sign-On can be set by the Workspace Administrator, please review these details with the appropriate IT colleagues.
• Learn about Advance Settings & Configurations to better manage your workflow and crowd.
• Watch the How to Evaluate Ideas video, a one and half minute tutorial. 
• Get familiar with IdeaScale’s Support Center. It has definitions and instructions for configuring each feature.
• Read Case Studies for inspiration from other innovators in the community of practice.
• Continue learning by signing up for some valuable Innovation Courses.