Create an Idea Permission Set

Create idea permission sets to determine a user's level of access to each idea.

To create an idea permission set:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Permissions, and then select Idea.
  4. On the Idea permission sets page, select Add.
  5. In the Name field, enter a unique name for the permission set.
  6. In the Description field, enter a description for the permission set.
  7. In the Privileges section, expand the Idea category to assign privileges.
  8. Select Save.
  9. In the Summary & Settings panel, select Close.

    Notes:

    • To assign users to an idea permission set, use the Security page in the Idea Summary & Settings panel.
    • To assign a default idea permission set to a user group, use the Default Permissions tab of the User Groups page.

Tips