Planview IdeaPlace
IdeaPlace Enablement Webinars
User Management and Access Settings

User Management and Access Settings

Last updated

Apr 15, 2020
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Planview IdeaPlace

Getting Started
- Defining the Intent of the Challenge
- Roles and Responsibilities
- Communications
- Innovation Resources
- Monitoring the Challenge
- Rewards and Recognition
Data Driven Innovation
FAQs
- Anonymous Posting
- Customer Vanity URL Support
- What Is Considered a Post?
Communities and Challenges
- Creating Communities and Challenges
- Site Launch Checklist
- Types of Challenges
- Challenge Access
- Resolving Challenges
- User Experience
  - AppHome and SiteChallenges pages
IdeaPlace Notifications
- Email Templates
- Overview: My Inbox
- Setting Up Notifications
User Management
- Configuring User Experience
- IdeaPlace Single Sign-On (SSO)/Integrated Authentication Overview
- Permissions
  - Enable Search for a User by Name
  - Setting Permissions
- Roles
- User Access/Registration
Idea Management
- Idea Lifecycle
- Idea Graduation
- Categories
- Tasks and Metrics
- Machine-learning Idea Features
  - Comparable Ideas/Idea Matching
  - Consolidate Ideas
- Import Ideas
- Bulk Actions
- Idea Implementation through the IdeaPlace-AdaptiveWork Integration
- Idea Implementation through the IdeaPlace-Portfolios Integration
- Idea Implementation through the IdeaPlace-ProjectPlace Integration
- Idea Tags
- Idea Teams
  - Idea Teams Overview
  - Idea Team Members Feature Administration
- Idea Trading
- Special Features
Modify Your Site
- Add Legal Notice
- Localization
- Site Customization
- Site Security
Engagement
- Pairwise
  - Pairwise Administration
  - Voting with Pairwise
- Predictions
- Reputation
- User Profile
- Store
- The Ideation Market
- Question and Answer Community
- IdeaPlace Mobile
- Monitoring Challenges
Technical Information
- Current Month's Release Notes
- IdeaPlace Release Note Archives
- TeamTap Release Note Archives
- Maintenance and Upgrades
- Sunsetting Support for Legacy Excel Reports
- Planview Sunsets IE11 Support
- REST API
- Ensuring that IdeaPlace can send email on behalf of your email domain - SPF Records
- Field Posting Limits / Character Count
- Fixes, Tips and Workarounds
- Planview IdeaPlace System Architecture
Best Practices
- Embedded Video and Documents - Best Practices for IdeaPlace
- Long Term Success
- Managing Your Innovation Program
- Top 10 Tips/Best Practices for Hosting a Challenge
End-User Articles
- What is IdeaPlace?
- IdeaPlace User Guide
- User: Tips for Posting Ideas
- User: Participating in Challenges
- User: Searching for Ideas
- User: Track Ideas
- User: Idea Commenting
- User: What is the Activity Stream?
- User: Idea Graduation
- User: Profile Functions
- User: Edit Profile
- User: How to Vote with Pairwise
- User: Uploading Files to IdeaPlace
- User: Existing Review Commenting
- User: How to Place a Store Order or Bid in an Auction
- User: @mention people in content
- User: Accessibility Compliance/Section 508 Support
- User: Blogs
- User: Predictions
- User: Star Voting
Tribal Knowledge
- Upload File Size Limits
IdeaPlace Enablement Webinars
- Access and User Import
- API Use Cases and Endpoints
- Building a Challenge Pipeline
- Challenge Moderation
- Challenge Question, Communications, and Incentives
- Challenge Templates and Use Cases
- Configuring Challenge Phases and Stages
- Expert Review
- Public Access Settings - Self Registration
- Site Editor
- User Attributes
- User Management and Access Settings
Reporting - Planview IdeaPlace Analytics Embedded Solution
- Custom Fields Values - Updating the SpigitModel
- Planview IdeaPlace Analytics Update
- Standard Reports in Insights/Power BI
- Embed Reports Option
- Custom Report Building
- OData Access for Planview IdeaPlace
- Accessing Planview IdeaPlace Data with Power BI Desktop Using OData
  - Accessing Planview IdeaPlace Data with Tableau Using OData
  - Planview IdeaPlace Master PBIX Files
- Accessing Planview IdeaPlace data in Microsoft Excel
- Power BI
- User Access Report through Site Settings
IdeaPlace Videos
Innovation Management Capability Model Outputs, Reports, and Analytics
- All Data Clusters
- Challenge Activity
- Dynamic Idea Report
- Dynamic Review Report
- Excel Custom Reports
- Ideas
- Ideas Activity Report
- Idea Activity Breakdown
- Idea Closure Fields
- Idea Closure Fields Numeric
- Idea Custom Fields
- Idea Key Themes
- Idea Selection Report
- Idea Sentiment Dashboard
- Idea Tracking Report
- Idea Voting Breakdown
- Moderator and Expert Activity Detail Report
- OData/Power BI Desktop Custom Reports
- OData/Tableau Custom Reports
- Pairwise
- Private Comments Report
- Rapid Report
- Reviews
- Review Responses
- Sentiment Key Influencers
- Tap Clusters
- Tap Drill Dashboard
- Tap Explorer
- Tap Explorer Activity
- Tap Explorer Themes
- Tasks
- TeamTap Key Themes
- TeamTap Sentiment Influencers
- TeamTap User Activity Breakdown
- TeamTap Use Case Example 1 - Improve Agility in Digital Council
- TeamTap Use Case Example 2 - Improve Supply Chain Analytics
- TeamTap Use Case Example 3 - Team Trend Analysis
- TeamTap Use Case Example 4 - Voting on Process/Project Initiation, Continuance, Closure
- Users with no Activity Report
- User Activity Challenge
- User Activity / Time
- User Custom Fields
- User Tasks Report
TeamTap
- TeamTap Introduction
- How to Create a Tap
- How to Share a Tap
- How to Respond to a Tap
- How to View a Tap's Statistics
- How to Vote on a Response
- Filter and Sort
- How to Accept Responses
- How to Close a Tap
- Advanced Filter
- Analytics
- How to Bookmark a Tap
- How to Delete Content from a Tap
- Keyword Search
- Notifications
- TeamTap Mobile
- User Roles
Planview IdeaPlace NextGen (Labs)
- Admin page and workflow
- Adding a phase
- Posting an idea
- Voting phase
- Creating a Tap
Integrations

This webinar covers User Management and Access Settings.

July 11, 2018: User Management and Access Settings