Navigation Panel & Workspace Dashboard

The Navigation Panel replaces the legacy top navigation bar with a persistent left-side layout, giving Administrators, Moderators, and other back-office users continuous access to key platform areas while moving between the workspace and individual communities. The Workspace Dashboard, reached through the Navigation Panel, gives Administrators and Moderators a quick, consolidated read on activity and outcomes across every accessible community.

Role Permissions

1. Workspace Administrator: Has full access to the Navigation Panel and Workspace Dashboard; can create new communities using the + (plus) icon in the Communities section, in addition to all capabilities available to other Administrator roles.
2. Community Administrator: Sees a settings gear icon next to each community in the Communities section, providing direct access to that community's Community Settings.
3. Moderator: Has access to Idea Portfolio, Moderation & Whiteboard in the Navigation Panel and Workspace Dashboard.
4. Workspace Translation Moderator, Community Translation Moderator: Can see the Translation Moderation tool & Whiteboard in the Navigation Panel. See Exceptions below.
5. Standard Member: Does not have access to the Navigation Panel or the Workspace Dashboard; continues to see the standard Workspace landing page.

Organization

The Organization section consolidates all the tools previously available in the top navigation bar's App Menu. Administrators and Moderators can access every tool directly from the Workspace Home and switch between communities without losing their place.

The following tools are available in this section:

1. Home: Starting point for platform-wide activity; redirects to the Workspace landing page.
2. Idea Portfolio: Views, manages, and prioritizes ideas across campaigns. Help Article for Idea Portfolio
3. Moderation: Reviews, approves, or manages incoming ideas and content. Help Article for Moderation
4. Translation Moderation: Translates the Workspace and community content. Visibility of this tool is conditional — see Exceptions below. Help Article for Translation Moderation
5. Whiteboard: Supports visual collaboration and idea development. Help Article for Whiteboard
6. Campaigns: Creates, configures, and monitors innovation campaigns. Help Article for Campaign Management
7. Members: Manages participant access, roles, and permissions. Help Article for Member Management
8. Reporting: Analyzes engagement, idea flow, and impact through dashboards and reports. Help Article for Reporting
9. Settings: Configures platform-wide preferences and advanced options. Help Article for Workspace Settings
10. Billing & Subscription: Reviews and manages the account's subscription and billing details. Help Article for Billing & Subscription

Communities

The Communities section is the central hub for managing and navigating every community within a workspace. Opening this section displays a list of all communities created in the workspace, limited to those accessible to the logged-in Administrator or Moderator.

Each role has access to different actions from this list:

1. Moderator: Selects any community name to open and explore its content and activities.
2. Community Administrator: Additionally sees a settings gear icon next to each community, which leads directly to that community's Community Settings, where permissions, appearance, and other options can be configured.
3. Workspace Administrator: Additionally sees a + (plus) icon in the Communities section, used to create new communities within the workspace.

Workspace Dashboard

The Workspace Dashboard is available exclusively to all Administrators and Moderators, offering a quick, consolidated view of activity across all communities in a workspace. Rather than opening each community individually, the dashboard gives a clear understanding of overall engagement, helps spot trends, and identifies areas that may need attention. It is the same Workspace dashboard available in the Reporting section.

Participation Metrics

These metrics provide a broad picture of participation and outcomes across communities:

1. All Time Ideas: The total number of ideas submitted across the accessible communities since they were created.
2. All Time Comments: The cumulative count of comments added to ideas.
3. All Time Votes: The total number of votes cast on ideas.
4. All Time Members: The number of unique members who exist across the accessible communities.

Engagement Metrics

1. Logins: How many times members have logged into the platform within a given period.
2. Engaged Members: The number of members who have taken at least one meaningful action, such as submitting an idea, voting, or commenting.
3. Idea Views: How often ideas are being viewed.

Idea Lifecycle Metrics

These metrics highlight progress through the idea lifecycle:

1. Ideas: The number of ideas currently in the system.
2. Idea Comments: The number of comments associated with those ideas.
3. Votes: The number of votes on those ideas.
4. Selected Ideas: Cumulative count of ideas that have been moved to the Selected stages.
5. Implemented Ideas: Cumulative count of ideas that have been moved to the Implemented stages.

By regularly reviewing these metrics, Administrators and Moderators can gain a clear picture of how communities are performing — where participation is thriving, where it may be falling short, and how effectively ideas are progressing from initial submission through to implementation.

Exceptions

1. Translation Moderation Visibility: The Translation Moderation tool appears in the Organization section only for members holding the Workspace Translation Moderator or Community Translation Moderator role.

Frequently Asked Questions

Can standard members access the new Navigation Panel or Workspace Dashboard?

No. Standard members continue to see the normal Workspace landing page; the Navigation Panel and Workspace Dashboard are available only to Administrators and Moderators.

Is the data on the Workspace Dashboard the same as the data in Reporting?

Yes. The Workspace Dashboard is the same Workspace dashboard available in the Reporting section.

Who can create new communities from the Navigation Panel?

Workspace Administrators can create new communities using the + (plus) icon in the Communities section.

Why doesn't the Translation Moderation tool appear for every Administrator?

Translation Moderation appears in the Organization section only for members holding the Workspace Translation Moderator or Community Translation Moderator role. See Exceptions above.

Does the Workspace Dashboard show data for every community in the workspace?

Only for the communities accessible to the logged-in user. The dashboard automatically tailors its data to each user's role and accessible communities.

• Help Article for Idea Portfolio
• Help Article for Moderation
• Help Article for Translation Moderation
• Help Article for Whiteboard
• Help Article for Campaign Management
• Help Article for Member Management
• Help Article for Reporting
• Help Article for Workspace Settings
• Help Article for Billing & Subscription