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Manage and add Innoboard participants

  • Updated

To add or manage Innoboard participants, you must be manager of this Innoboard.

 

Steps to add existing hub participants

  • Navigate to your tools and search/filter the Innoboard you want to add participants to
  • Click on the three-dot menu ("Options") of the Innoboard and select Settings
  • Go to the Participants tab and click on Add participant
  • Now you can select one or more participants from the list by checking the box to the left of the profile picture
  • You can also enter the name of the desired participant in the search field
  • To add all hub participants, you can check the box at the top left of the search field and then click Select all the items across all pages in the banner that appears
  • To select a participant from a specific workspace:
    • Click on Workspace (0)
    • Select the workspace(s) you want to filter
    • Select the corresponding participant by checking the box next to the profile picture
  • Before you add the participant(s), you can change the role by clicking on the small arrow to the right of the existing role
    • To assign the same role to all new participants, you can click on the displayed role in the gray bar “You have selected x element(s)” and select one of the roles

Note: The following roles and rights can be assigned in an Innoboard:

Managers: Can access the settings, manage participants, manage posts (categorize, edit, delete), can create discussions, upload attachments, link Collections etc.
Team Members: Can post ideas, comment and rate other users' posts, see tags and participate in discussions
Guest: Can post ideas, comment and rate other users' posts, but can't see discussions and tags

Read-Only: Can view posts, tags and discussions

  • Click on Add participant to complete the process

Note: The participants are now in the Collection and will receive a notification in the dashboard. If you also want to notify the participants by email, you can choose Bulk Actions > Send invitations, select the participants by checking the box next to their profile picture, and click Apply. Optionally add a personal message and click Send invitations.

Make sure that the Innoboard has been published before, otherwise the Innoboard will not be visible for participants and the notifications don't go through.

 

 

Steps to add new participants to the Innoboard and the hub

Note: Participants are generally added to a hub through the hub administration. Their roles, workspaces, etc. can be set there. However, you can also add a new participant in the participant administration of the collections. This participant will automatically be assigned the Guest role for your hub. 
  • Navigate to your tools and search/filter the Innoboard you want to add participants to
  • Click on the three-dot menu ("Options") of the Innoboard and select Settings
  • Go to the Participants tab
  • Click on Add participant and select + Create new user at the bottom
  • Fill in the First name, Last name and Email fields
  • Click on Create new user
  • To give the new participant access to the INNO-VERSE, you must send them an invitation link
    • To do this, select the participant by clicking on the box to the left of the profile picture
    • Click on BULK ACTIONS > Send invitations and then on Apply
    • Optionally add a personal message and then click on Send invitations

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