Adding a new Crowd
Crowds are how we organise users. A crowd is a collection of people working towards a common goal. Crowds can be orientated towards multiple groups. You could have Crowds per department (e.g. Marketing), per role (e.g. Team Leads) or per topic (Customer feedback). There are many ways to configure your crowds to best suit your organisation.
As long as you have Admin or Crowd Creator privileges within a category you will have the capacity to create new Crowds. There are two ways to do this;
Go to the Admin tab > Categories and Crowds > Beside the Category you wish to add to, click 'Add Crowd' > Enter a Name and short description. Once this is complete, your new Crowd will appear on the list under the category, with a 'Settings' option on the right side of it, you will be using this to change the configuration of your Crowd
Go to Crowds > All Crowds > Scroll to the Category you wish to add to > Click Add Crowd > Enter a Name and short description. You will then be able to click on your newly created Crowd > Click the ellipses on the Crowd profile page > Click Settings and make any alterations to the Crowd you need
Settings
Details:
Name - The name of the Crowd
Details - This should be a short description of what the Crowd is for. This description only appears on the Crowd's card on the My Crowds and All Crowds pages
General:
Submission Label - What you want submissions to be called, e.g. Ideas, solutions etc.
Group Label - What name you want to the Groups within the Crowd to be, e.g. Challenge, Campaign, Improvement Area, Topic etc.
Submission panel heading text - The text at the top of the fields to add a submission
Can hide identity - Decide whether users can add submissions anonymously. Note - These will not be anonymous to Assessors, Group Owners and Admin
Can Dislike Submission - Decide if the 'Thumbs down' option is available on submissions ('Thumbs up' is always available)
Allow External Users - Determine if External Users can be added to the Crowd. This will not allow External Users to be added to the Crowd until this box has been selected.
Discoverable - A discoverable Crowd will be visible to all of your smartcrowds users and will allow them to join and leave the Crowd as they please (unless they have been added to the Crowd specifically)
Show Item Activities to standard users - When toggled, Standard Users (those without any elevated privileges within the system) will not see Plans, Actions or Outcomes tab on ideas in this Crowd. Assessments will still be visible
Show Item Surveys/Reviews to standard users - As above, but standard users will not see The Surveys/Reviews tab on ideas in this crowd
Submission Settings:
Requires Moderation - Whether or not submissions must be moderated before being visible to all users
Moderation Days - The number of days after which a moderation must be made. After this number of days Moderators of a group will be notified of the moderation becoming overdue
Assessment Days - The number of days after which ann assessment must be made. After this number of days Assessors of a group will be notified of the moderation becoming overdue
Process Settings:
Requires Outcome Sign Off - Decide whether or not an Outcome needs to be signed off and approved before it is published to all users
PULSE Settings:
Show Pulse Results - Decide whether or not users (including Kiosks) will see Pulse survey results immediately after responding to a Pulse survey.
Pulse Question Timeout - For Kiosks only, in a multi-question survey. The number of seconds after which the Kiosk will return to Question 1 if no answer is selected for Questions beyond Question 1.
Pulse Result Timeout - For Kiosks only. The number of seconds that Pulse results will be displated, after which the Kiosk will return to Question 1.