Workspace New User Guide

Admin Quick Start Guide

Starting as an Administrator in IdeaScale

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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. 

Email Support to discuss specific features and technical software needs: support@ideascale.com

If you’re interested in working with an Innovation Strategist for in-depth or custom training, please contact your Customer Success Manager to learn more about IdeaScale Professional Services. 




Last Updated: October 8, 2024