Manage Ideas

Overview

The Ideas module enables users to share ideas and start campaigns to improve processes, solve customer problems, and more. This guide provides detailed instructions on configuring the Manage Ideas tab within the admin portal.

---

Manage Ideas

Assigning Idea Administrators

Network admins can designate users as Idea Administrators to moderate the idea management process.

To assign this role:

1. Navigate to the Manage Ideas tab in the admin portal.

2. Click the Click here button to redirect to the Admin Roles page.

3. Add users as Idea Administrators.

---

Idea Module Access

Network Users:

• Cannot create new idea campaigns or see the "Create a Campaign" button.

• Can access existing idea campaigns.

• Can Post an Idea

Domain Admins and Idea Managers/Admins Team:

• Have full permissions to create, edit, and manage idea campaigns.

• Will see the "Create a Campaign" button in the Idea Module and in teams they have access to.

• Can Post an Idea

Team Admins:

• Cannot create or edit idea campaigns but can access existing campaigns.

• Can Post an Idea

Restriction on Campaign Creation

Domain Admins and members of the Idea Managers/Admins Team (an auto-created team upon domain creation) are the only users who can create idea campaigns.

Network users, team admins, and guest users cannot create, edit, or delete idea campaigns.

---

Idea Life Cycle Management

Ideas Under Consideration

MangoApps automatically assigns the first enabled status from the list when a new idea is submitted.

• Status List:

  • Displays all statuses for ideas under consideration.

  • Enable/Disable: Use the checkbox to enable or disable a status. Disabled statuses do not appear on the User Portal.

• Actions:

  • Edit: Click the Edit option to modify the status.

  • Remove: Click the Remove option to delete a status.

  • + Add New Status: Add a new status to the list.

At least one status must always remain enabled.

---

Ideas Deferred

Manage the statuses for ideas that are deferred, on hold, or temporarily suspended:

• Edit/Remove: Modify or delete existing statuses.

• + Add New Status: Add new statuses as needed.

• At least one status must always remain enabled.

---

Ideas Implemented

Manage the statuses for ideas that have been fully or partially implemented:

• When an idea is assigned a status from this list, it is automatically closed for user voting (Yes/No) on the User Portal.

• Edit/Remove: Modify or delete existing statuses.

• + Add New Status: Add new statuses as needed.

• At least one status must always remain enabled.

Only network admins can add, edit, or remove statuses. Statuses currently in use cannot be deleted.

---

Adding a New Status

Follow these steps to add a new status:

1. Click the + Add New Status link under the appropriate section (Ideas Under Consideration, Ideas Deferred, or Ideas Implemented).

2. Enter a name for the new status. For example, "Suspended Temporarily."

3. Click the Add button to save the new status.

---

Editing a Status

To modify an existing status:

1. Click the Edit option next to the status.

2. Update the status name as needed.

3. Click the Save button to apply changes.

---

Additional Administrator Controls

Restriction on Campaign Creation

With enhanced control features:

• Domain Admins and members of the Idea Managers/Admins Team (an auto-created team upon domain creation) are the only users who can create idea campaigns.

• Network users, team admins, and guest users cannot create, edit, or delete idea campaigns.

To see how these configurations impact the Ideas on the User Portal, see Ideas & Campaigns in the User Portal Guide.