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

• To revoke idea access from an assigned user or group, select a table row, select the  Context menu, and then select Remove.
• There are two permission sets provided by the application that you can assign to users and user groups:
  • The Administrator (System) permission set has all privileges assigned. It grants all functionality for an object as well as access to all of the object's data. It also grants the ability to edit the user and user group security for that object.
  • The View Only (System) permission set provides read-only access to objects and their data.