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      Create your first Idea Space

       

      Introduction

      This tutorial teaches you Idea Space essentials such as general settings, registration, and extras. You’ll create your first Idea Space and learn how to set the rules for who can access the Idea Space.

      In this tutorial, you will:

      Before you start

      Before you start the tutorial, there are a few things to check:

      • You must have permission to create an Idea Space by being a platform admin.

      Step 1: Create a new Idea Space

      The first thing we’ll do is create a new Idea Space. When you create an Idea Space, you’ll be presented with the Idea Space builder, where you can configure every part of your Idea Space.

      1. Go to your platform home page.

      2. Select Create > Idea Space.

      Step 2: Configure the general settings

      Now that you’re on the Idea Space builder, you can start configuring your Idea Space.

      1. On the General tab, select Title and description.

      2. For Title, enter the name of your Idea Space.

      3. For Description, enter a description for your Idea Space.

      4. Next, select the Prefix tab.

      5. For Idea ID Prefix, enter a unique prefix to customize your Idea IDs.

      With this done, you’ve completed all the required settings to move on from the General tab. However, while on the same tab you can also:

      Tip: We recommend using prefixes that align with the theme of your Idea Space. For example, “SUS-” would be a suitable prefix for an Idea Space based on sustainability.

      Step 3: Set the registration rules

      This is where you’ll set the rules for who can access the Idea Space and how they can join it.

      1. On the Registration tab, select Membership Settings.

      2. Under Community Type, choose your preferred access setting:

        Public: Anyone can view and join the Idea Space.

        By Request: Anyone can view the Idea Space, but users must request to join and be accepted before they can contribute.

        Invite Only: Only invited users can access the Idea Space and it’s only visible to members.

      3. Under Invite Options, select whether users who join the Ideas Space will be Full or Limited Contributors by default.

      Once the Idea Space is live, you can invite new members and manage pending member requests, or you can save time by turning on auto-enrolment to automatically add people to your Idea Space.

      Step 4: Add any optional extras

      If you want to add extra features to your Idea Space, such as gamification or recommendations, you can do so on the Extras tab. For our example, we’ll turn on gamification.

      1. On the Extras tab, click the challenge_builder_plus_icon Plus, and then select Gamification.

      2. Turn on the Enable Gamification toggle.

      3. Click Save.

      This way contributors can earn points for things they do anywhere in the Idea Space.

      Step 5: Manage dashboard visibility

      Now we need to decide which users or groups can see the analytics dashboard for the Idea Space.

      1. On the Dashboard tab, select a dashboard.

      2. Under Manage access, select a user group, or type someone’s name in the search field and then select the user.

      Step 7: Publish your Idea Space

      In this final step, you will publish your Idea Space so it’s live and ready for new members.

      1. Check you have no warnings remaining for your Idea Space settings.

      2. Select Publish.

      Conclusion

      By completing this tutorial, you've learned how to create an Idea Space.

      As part of that, we've learned how to:

      Next steps

      Further reading