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Engage People

How do I launch a multi-language mission?

If you want to engage people across languages you can localize content on Ideanote with Custom Translation Variables. Go to Settings > Language > Custom Translation Variables. Click Add and define a…

Updated 5 months ago by Ideanote

How do I let people join a team via a Shareable Link?

People that join via a shareable link tied to a team become members of the workspace and members of the team automatically. Disabling the shareable link at a later point does not disable the members…

Updated 11 months ago by Ideanote

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…

Updated 11 months ago by Ideanote

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…

Updated 11 months ago by Ideanote

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 a Mission. Click Edit and go to Phases. Click Edit Ph…

Updated 11 months ago by Ideanote

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…

Updated 11 months ago by Ideanote

How to Integrate with Microsoft Teams

Ideanote closes the gap between communication and innovation. This introductory course is a great place to learn how to work with Ideanote in Microsoft Teams — collaboratively. These lessons will giv…

Updated 11 months ago by Ideanote

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…

Updated 6 months ago by Ideanote

What are Guests, Members, Admins, and Owners?

Ideanote has multiple user ranks: Workspace Owner. Admin. Team Owner. Member. Guest. External User. An explanation of the roles: Workspace Owner: Typically, a Workspace Owner is the one who created t…

Updated 7 months ago by Ideanote

When do People get Notifications

Not receiving emails or notifications from Ideanote? Ask IT to help safelist sendgrid.net and *.ideanote.io. Activity type Who will get a notification? Create comment All users who have contributed t…

Updated 11 months ago by Ideanote

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