Stage Permissions for Submitters, Teams, Owners & Groups

For example, if I do not have either view or participation permissions for a review stage, I will still be able to access the idea itself, its description, and the actions taken in other stages where I do have view permission. However, I will not be able to access any information related to scores or progress within that specific review stage.

To better understand how this works in practice, examine the three screenshots below. Each one displays the activity tab for the same idea in the same review stage, but from the perspective of users with different permission levels.

IdeaScale allows administrators to configure stage permissions with a high level of precision. Within the Permissions tab of each stage, there are two primary options:

1. Who can view: This allows members to view the details of the stage's activity within the activity tab. For example, in a review stage I will be able to see the review score of that idea, but not do a review myself.

2. Who can participate: This grants members the ability to participate or take actions within that stage. For example, in a review stage I will be able to participate and submit a review.

For example, if I do not have either view or participation permissions for a review stage, I will still be able to access the idea itself, its description, and the actions taken in other stages where I do have view permission. However, I will not be able to access any information related total contributed funds and progress within that specific fund stage.

To better understand how this works in practice, examine the three screenshots below. Each one displays the activity tab for the same idea in the same review stage, but from the perspective of users with different permission levels.

 1. Permission to View the Stage:

2. Permission to Participate in the Stage:

3. No Permission in Stage:

Setting Stage Permissions

Permissions are set from within each stage. The UI provides a simple and intuitive way to select the groups to grant permissions in that stage, as can be seen from this screenshot:

The following users may be granted permissions using the stage permissions function: 

• All Community Members

• Idea Team Members: Team member permissions are managed on a per team-build stage basis. So, for example, if the funnel contains more than one team-build stage you will be able to manage the permissions of the teams built in each stage individually; team 1 could be given permission review, while team 2 is made responsible for refinement.

• Groups - all community groups are included as options within both the view and participate sections of the stages permission feature.