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Planview Customer Success Center

Anonymous Posting

Overview

The IdeaPlace platform is designed for collaborative and transparent content submission. Crowd-led innovation works best with this method, allowing for feedback and idea development through the acknowledgement of who the contributors are. However, sometimes a more conservative approach is required which is why IdeaPlace also has an anonymous posting capability.

How it works

This feature is administered at the challenge level, through the Anonymous Icon located inside the Administration panel under User Management > User Settings. It has three settings:

  1. Allows the option for a user to be anonymous (or not) when posting a comment, reply or idea. Administrators cannot view the user's identity. The Anonymous box is unchecked by default.
  2. Users have a choice whether to post anonymously or not. The box is checked by default.
  3. When the user selects being anonymous, Administrators are (nevertheless) allowed to view the user's identity.

           

NOTE

An @mentioned user will receive an email notification (if @mention email notifications are enabled) revealing the address of the anonymous commenter.

           

How to configure the Anonymous feature

The feature can be configured as follows: 

1. Allow Anonymous Posting

Use this if anonymous posting is an option rather than mandatory for users. This setting acts as the master Turn On/Off switch for anonymous posting, and must also be checked for #2 and #3 to function.

AAP.png                 

Fig 1: Allow Anonymous Posting checkbox

 

The default for this setting is to post with names visible to others (because you have to check the box to turn the Anonymous feature on).

An example (before posting/Publishing) can be seen below:

Anon1_0.jpg

Fig 2: pre-Publication view

 

Once posted, this is the view:

Anon1_USE.jpg

Fig 3: post-Publication view

 

2. Anonymous Posting Default

This option forces the default-posting mode to anonymous. In order for it to take effect Allow Anonymous Posting must be turned on.

APD.png   

Fig 4: Anonymous Posting Default checkbox  

     

The key difference is that the checkbox is now enabled when posting:

Anon2.jpg

Fig 5: post-Publication view

 

3. Anonymous Revealed to Administrators

If Allow Anonymous Posting is enabled, this option controls the ability for Administrators to see the poster's identity.

  • When enabled, Administrators see the poster's identity.
  • When not enabled, Administrators and all other users cannot see poster identity (fully anonymous).

3_notreally WITH  names copy.jpg

Fig 6: All three Anonymous options from the examples above

 

An example of full anonymity:

 User Comment View.png

Fig 7: Full anonymity

 

An example of (signed in as Administrator) visibility:

View of your own comment.png

Fig 8: An Administrator can see the name

 

Wider Impact

When enabled, both Pairwise and Predictions reflect anonymous posting inside their User Interface

Pairwise:

Pairwise Tiles.png

Fig 9: Pairwise challenge, showing Anonymous idea submitters

 

Predictions:

Predictions Tiles.png

Fig 10: Predictions, showing Anonymous idea submitter

 

@mentions

When using the @mentions system inside comments and replies, the anonymous element is dropped. This means that if I use the @mention to bring another user to a post, it would be visible to the crowd. This is intentional.

@mentions.png

Fig 11: @mention use turns off the Anonymous feature

 

Frequently Asked Questions

Q. Can I change the anonymous setting during a challenge?

A. Yes. After the change, all posts will adopt the new configuration and old posts will remain as per the previous configuration. It is advisable not to change.

 

Q. Can Administrators see who posted?

A. Yes. Use the ‘Anonymous Revealed to Administrators’ option in the Anonymous administration panel.

 

Q. Does Anonymous protect user identity inside Pairwise and Predictions?

A. Yes. As long as the configuration is made correctly, both features work with anonymity.

 

Q. Can users decide to post without anonymity?

A. Yes, they can override the setting if they choose to.