Team Roles

Community administrators can create distinct Team roles to carry out idea-specific responsibilities at each point in the funnel. These responsibilities vary by workflow and may include activities such as evaluating ideas at designated stages, developing cost estimates, or responding to questions that arise at specific stages of the process.

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Team Role Creation

 

Team roles can be created in the Team Roles section under Campaign Management. To add a new team role, click the + Create button. A pop-up window will open where Community admin can provide the following information:

Team Role Name: Enter a clear, descriptive name for the new team role within 100 characters.

Description: Provide a brief explanation of the responsibilities and purpose of the role within 200 characters.

Once the team role is created, it will appear in the list.

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Search, Edit & Delete Functions

The team roles can be searched, edited to make changes and deleted as well from the Team Role section. Lets explore them in detail.

1. Search: Search for a team role using partial or complete keywords of the name.

2. Edit: To update a team role name or description, click on the More (3 dots) option under the Actions column and select Edit from the dropdown.

3. Delete: A team role can be deleted in two ways.

First method: Click the More (three dots) option under the Actions column and select Delete from the dropdown menu.

Second method: Select the team role using the checkbox beside its name, then click the Delete option on the bottom bar. Using this method, a community administrator can delete multiple team roles at once.

Note: Team roles that have members associated with them cannot be deleted until those roles are removed from all stage assignments.

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Team Role Assignment in Funnel

Team roles can be assigned at different stages of the funnel; however, every funnel must include a stage of the type “Build Team” with at least one team role assigned to it. The Build Team stage can include multiple members, but each member must have a distinct position within that stage. For example, if each idea is evaluated by three judges, you will need to create three separate judge positions in the Build Team stage settings.

When an idea is in the 'Build Team' stage, the Community admin can assign team roles to specific members, promote a member as the owner of the idea, or remove members from specific roles from the Idea detail page. 

 

Team roles within specific stage types can be configured as follows:

Ideate Stage: Allow the team created in the Build Team stage to participate in idea evaluation by submitting votes, or to observe voting results and activity.

Refine Stage: Allow the team created in the Build Team stage to edit refinement responses, or to review the refinement questions and submitted responses.

Estimate Stage: Allow the team created in the Build Team stage to enter value and cost estimates, or to review existing estimates for value, cost, and ROI.

ReviewScale Stage: Allow the team created in the Build Team stage to serve as the reviewer team (Specify which teams are permitted to review, as illustrated in the screenshot below). Community admin can also determine whether this team may view current review comments and scores.

Fund Stage: Allow the team created in the 'Build Team' stage to have permission to pledge funds and receive a balance of funds or view current funding progress and activity.

Assessment Stage: Allow the team created in the 'Build Team' stage to be part of the Assessment team (specify what specific teams can review - see the screenshot below). Community admin can also decide if the team can view current assessments and scores.