Engage People

How to Change a User's Rank

Users can be assigned the rank of Guest, Member, Team Owner, Admin, or Space Owner. Go to Setting s in the bottom left-hand corner. Click People. Search for a user or click one of the teams in the li…

Morten Toft
Updated 4 months ago by Morten Toft

How to Disable or Delete Users

Disabled users can be reactivated at a later time, but deleted users must be reinvited to regain access. Go to Settings in the bottom left-hand corner. Click People. Search for the user or click on o…

Morten Toft
Updated 4 months ago by Morten Toft

How to Enable Actions across Multiple Phases

Enabling actions across multiple phases will allow phase actions such as commenting to carry over to other phases as an idea moves forward. Go to an Idea Collection. Click or add a Columns View. Clic…

Jakob Storjohann
Updated 4 months ago by Jakob Storjohann

How to Give New Users Automatic Access to Missions

Go to the mission where you want to add automatic access. Click the Share button in the top right-hand corner. Add your Workspace Team (it will be named after your workspace). OPTIONAL: Edit access f…

Jakob Storjohann
Updated 4 months ago by Jakob Storjohann

How to Invite People to a Workspace

Ideanote offers different ways of inviting users, including email invitations, invite links, and Single Sign-On. Click Settings in the lower left-hand corner. Click People. Click Add in the right-han…

Jakob Storjohann
Updated 4 months ago by Jakob Storjohann

How to Set Up SAML Single Sign-On

SAML-based single sign-on (SSO), gives members access to Ideanote through an identity provider (IDP) of your choice. You can access the full guides here: Integrating Ideanote with ADFS.pdf Integratin…

Jakob Storjohann
Updated 35 seconds ago by Jakob Storjohann

How to set up JWT

Ideanote supports JWT authentication. Requests made to the Ideanote API need to include a token. JWT data fields. Ideanote expects the structure of the JWT payload to match the following: name: full…

Jakob Storjohann
Updated 1 month ago by Jakob Storjohann

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