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Understanding and managing roles within our system is essential for ensuring users have the appropriate permissions and access levels. Here, we'll ex...

Understanding and managing roles within our system is essential for ensuring users have the appropriate permissions and access levels. Here, we'll explo...

The role of Category Manager can be used when there is a need to specific users based on the idea's selected category per campaign. This is done in ...

Sysadmins have the ability to manually edit an account's role. This can be useful if you need to manually update or change a role for a user.  Tenant a...

Role System Admin Subsystem Admin Tenant Admin How role is given From the user's profile page/edit mode From the Subsystem Setting page -- ...

Background Assigning users manually to a role is usually done when moving an idea to state in which this role is assigned as a state owner. This usually ap...

To learn more about roles and assignments, please read this article. Whenever a new role is created in the "Role Manager" section inside the...

In some cases, the Subsystem admins are automatically assigned to a role even if they were not explicitly assigned via configuration. This happens because ...

There are multiple methods to assign users automatically for roles. See more details here. The 2 options:  By Campaign Category, and By Category Selection ...

The auto assignment feature is the most efficient way to assign users to roles based on a pre-defined logic. Once the assignment methods or/and assigned us...