Knowledge base

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Knowledge base

Administration

Advanced analytics

Administration

Deep dive into how to manage your platform.

Access and security

Manage access to your platform

Manage password settings

Manage multi-factor authentication

What to expect if you’re leaving us

Manage users

Invite new users to your platform

Change a user’s role

Manage pending users

Deactivate a user's account

Reactivate a user's account

Reset a user’s password

Reset all user passwords

Send a message to a user

Manage your user groups

Export your user data

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Look and feel

Customize your platform appearance

Customize your home page

Pin content to the top

Configuration

Use categories to group Ideas

Manage default email messages

Set the default platform language

Change the default Idea statuses

Configure your progression reasons

Configure your Challenge types

Configure your rating systems

Automatically search for duplicate Ideas

Configure default evaluation settings

Configure share options

Manage push notifications

Manage search options

Configure weekly digest and daily summary emails

Configure gamification

Use a custom URL domain

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Integrations

Connect Microsoft Teams to your platform

Configure social logins

Configure storage solutions

Connect Jira to your platform

Advanced analytics

What is a dashboard?

What is a widget?

Types of widgets

View a dashboard

Create a dashboard

Share your dashboard

Delete a dashboard

Restore a dashboard

Add a widget to your dashboard

Edit a widget's design

Organize your dashboards

Drill down into a widget

Download a widget as an image

Manage dashboard permissions

Filter a dashboard

Create a dashboard filter

Create a widget filter

Download a dashboard as an image

Download a dashboard to PDF

Data refresh rate

Data glossary

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Reports

Create a new report

Create a new filter set

Edit a report

Delete a report

Report data points

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