Assign a User or User Group Access to an Idea

Video

You can assign users or user groups access to your ideas. Each user or user group must be assigned an idea permission set. A user group may have been configured with a default permission set. Assigned permission sets can be changed at any time.

To assign user access to an idea:

  1. In the object selector, select Idea, and then select View Ideas List.
  2. In the table, select an idea name.
  3. In the sidebar, select Summary & Settings.
  4. On the Summary and Settings page, select Security.
  5. Select the Assign menu, and then select User or Group.
  6. In the Assign User or Assign Group dialog box, enter the user or group name.
  7. Select the name, and select Next.
  8. In each Permission Set column, select a permission set for each permission type.

    Note: If you assigned a user or user group that is configured with a default permission set, you can keep the default or select another if necessary.

  9. Add any other optional permission sets applicable to that user or group.
  10. Select Assign.
  11. Select Save.

Tips