This article covers how to create and manage the different role types that are designated to handle particular ideas.
Within this section, administrators can generate distinct team roles that will execute idea-specific duties throughout the funnel. The nature of these tasks may differ based on your workflow, but they could include responsibilities like evaluating an idea at a particular stage, providing cost estimates, or answering stage-specific queries.
Add a Team Role
Path: Community Settings >> Workflow >> Idea Teams >> Team Roles
In order to create a new team role go into the 'Team Role' section in the settings. Select 'Add Team Role'. Next, add the name of this role and a brief description.
Team Roles within Funnels
Path: Community Settings >> Workflow >> Stages >> Build Team
To use Team Roles within the various stages of your funnel you must first create a 'Build Team' stage type and add the roles. See the below screenshot as an example. You can see where I can select the Team Roles I created or, I can use the less specific 'Team Member Role.
Teams can have numerous members but each member must have their own position within the Build Team stage. For example, if you have 3 judges for each idea you would need to add three-judge positions in the below area.
Assigning Specific Users to a Team Role
When an idea is in the 'Team Build' stage you can assign specific users' team roles, promote a user to the owner of the idea, or remove members from specific roles.
In the case of a standard user, the Idea Detail Page would be like the below screenshot.
Team Roles in Specific Funnel Stages
Ideate Stage: You can decide if the team you created in the 'Build Team' stage has permission to vote on ideas or view votes and vote activity
Refine Stage: You can decide if the team you created in the 'Build Team' stage has permission to edit refinement responses or view the questions/responses.
Estimate Stage: You can decide if the team you created in the 'Build Team' stage has permission to submit value and cost estimates or view current estimates for value, cost, and ROI.
ReviewScale Stage: You can decide if the team you created in the 'Build Team' stage is part of the reviewer team (here can you specify what specific teams can review - see the below screenshot). You can also decide if the team can view the current reviews and scores.
Fund Stage: You can decide if the team you created in the 'Build Team' stage has permission to pledge funds and receive a balance of funds or view current funding progress and activity.
Assessment Stage: You can decide if the team you created in the 'Build Team' stage is part of the Assessment team (here can you specify what specific teams can review - see the below screenshot). You can also decide if the team can view current assessments and scores
