Setting up Kindling

Setting Up Kindling

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Setting Up Kindling This document will guide you through the initial setup and customization of your Kindling. It will review each choice and explain the various options available to you. For all of the following settings, preferences can and should be communicated to Kindling before launch.

Initial setup • What subdomain (____.kindlingapp.com) do you want? (maximum 14

characters, letters and numbers only) • If you are using authentication integration, such as SAML, LDAP, Active

Directory, or a custom SSO solution, you should choose one user to have a native Kindling login in case of service disruption with your authentication service.

• Are there any tags you would like preloaded into your account? Tags will be recommended for Ideas and as possible Interests for your users.

• If you would like your moderators and administrators to be shown a custom support email address within the app, let us know.

• Some email setups may require you to add notifier@kindlingapp.com to your organization’s email whitelist to ensure that all emails from Kindling arrive for your employees.

Initial setup deliverables: 1. Subdomain (____.kindlingapp.com). Maximum 14 characters,

letters and numbers only 2. [optional] Fallback login 3. [optional] Tags 4. [optional] Custom support email address 5. [optional] Add notifier@kindlingapp.com to your email whitelist

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Logos and Colors Kindling supports adding your organization's logo and colors, so that your innovation program feels more tightly integrated with your company brand.

Logos

Kindling displays an organization’s logo in two places: on the login screen and in the upper-left corner of all pages. Some examples of login logos:

If you do not provide a custom logo we will use the Kindling logo. Some organizations opt to just use their company logo; others use a special logo designed for their innovation program.

Here are some examples of what the logo will look like in the upper left screen:

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Login Background

Kindling supports a background image for the login screen. An example:

This image will be cropped either vertically or horizontally depending on the size of the browser used to view Kindling, so it should be somewhat abstract or look pleasant at a number of different aspect ratios.

Image Deliverables: 1. A large version of your logo, 500x200 transparent PNG. It

should be vertically and horizontally centered. It should also be slightly padded so as not to completely fill the 500x200 bounding box.

2. A smaller version of your logo, 400x90 transparent PNG. It’s a good idea to left align your logo inside of those dimensions.

3. [optional] A login background image, minimum 1200x800

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Colors

Kindling allows organizations to change the colors of the header, buttons, and Campaigns.

• The header color will change the colored strip along the top of the instance, as well as the navigation links in the upper-right.

• The Campaign color sets the color for Campaign headers and announcements.

• The button color changes the color of the login button, the Create button in the header, and other primary actions such as “Contribute Idea” on the Idea create form.

Color Deliverables: 1. [optional] Header color 2. [optional] Campaign color 3. [optional] Button color

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Landing Page for New Users To support educating new users on your innovation efforts, Kindling can redirect new users to a particular page after they’ve activated their accounts. Participants may be directed to any Post, Campaign or Category. A Kindling Post can welcome new users to Kindling and introduce the goals of your innovation program, while linking to a Category or Campaign can highlight a hot topic of discussion or important area of focus.

Landing page for new users:

1. [optional] Name of Category, Campaign or Post to direct new users to

In-App Settings Once your organization's Kindling has been set up, you can change most of Kindling's options under the Manage... Application Settings menu.

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Basics • The Organization Name is displayed in emails sent to new participants. • Application Display Name can be as simple as “Acme’s Ideas,” can be

branded as part of your organization’s larger ideation efforts. It will also appear in the upper-left corner of the application if you have not provided a logo to Kindling for use with your instance.

• Login Username Override changes the label on the username field of the login screen.

• The default is “Email Address / Username”. • Login Password Override changes the label on the password field of the

login screen. • The default is “Password”. • Custom Login Message adds a message beneath the login form.

If your account is using an integrated authentication, such as Active Directory or LDAP, custom login labels can help remind users what account they should use to login. SAML accounts have their own separate login procedure.

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Basics Deliverables: 1. Organization Name 2. Application Name 3. [optional] Username login label 4. [optional] Password login label 5. [optional] Custom login message

Content • Posts are a way to introduce a Campaign or motivate activity around a

Kindling initiative. o They are on by default.

• You can allow all of your users to create Posts. o This is off by default.

• The Rich Text Editor allows users to style their comments and Ideas with bold and italicized text, as well as include images and videos.

o This is on by default. • You can change the number of votes available per Category for users to

allocate to Ideas. o The default number of votes per Category is 10.

• You can choose who has permission to add or edit tags on Ideas and Posts.

o This is set to Al l Users by default. • Masked Ideas are Ideas that have no username visibly attached to them.

If they are enabled, any user can submit them. o Masked Ideas are off by default.

• Certain reports (Category Details, Idea Details, Idea Workflow Details, Idea Workflow Summary, and Idea Workflow History) can be made available to all users.

o User-level Reports are off by default.

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Content Decisions: 1. Posts on or off 2. All Users Can Create Posts on or off 3. Rich Text Editor on or off 4. Number of votes per Category (10) 5. Who Can Edit Tags (Al l Users) 6. Masked Ideas on or off 7. User-level Reports on or off

People

The Leaderboard is a ranked display of the top ten users of Kindling based on reputation, a score that’s calculated by taking into account how active and influential a particular user has been in the Kindling ecosystem.

• The leaderboard is on by default. • Kindling Administrators can be excluded from the leaderboard to

highlight the contributions of other participants. • Excluding Admins is off by default.

People Decisions: 1. Leaderboard on or off 2. Excluding Admins on or off

Notifications

The “Notifications” section controls the notification settings for new accounts in Kindling. These settings do not override notification preferences chosen by users. The default notification settings are:

• “Instant” (participants receive an email whenever an Idea or Post is created),

• “Daily Digest” (participants receive an email once a day with a summary of updates),

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• “Weekly Digest” (participants receive an email once a week with a summary of updates)

• “Never” (participants receive no emails other than Assessment requests, invitations, etc).

Digest email delivery times and days of the week can be scheduled.

Notifications Decisions: 1. New Accounts notifications: Instant, Daily, Weekly, or Never 2. Time of day to send Daily Digests 3. Time of day and day of week to send Weekly Digests

Localization

There are three settings related to language display and time zones in Kindling, all available under “Localization.” Time Zones are a display setting only; changing this setting does not change Kindling's internal timestamps. Kindling also supports both single- and multi-lingual setups, with users being given the option to choose between any language that administrators make available.

Kindling supports: • English (US, UK, AU, CA, NZ) • French (CA) • German (DE) • Swedish (SE) • Dutch (NL) • Spanish (VE) • Portuguese (BR, PT)

Localization Decisions: 1. Time zone for display, 2. Default Kindling language 3. Any secondary languages to enable.

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Custom States

By default, Kindling has five states to track the progress of Ideas: Open, Paused, Approved, Declined, and Completed. In addition to these default States, your organization can decide to create custom States to more fully represent their organization’s own workflow. Some examples of this might include “Budget Review” or “Legal Review.” You may also hide Kindling’s built-in states, using your custom workflow instead.

State Decisions: 1. [optional] Any desired custom states

Yammer

Kindling supports integration with Yammer. Once Yammer is turned on, the following actions take place:

• Any Idea created in a Category that all users have access to is automatically posted to Yammer by the special “Kindling User”.

• Any Moderator can send an Idea in a Category that not all users have access to by clicking the “Send To Yammer” button beneath the voting buttons on the right side of the page. It will be posted to Yammer the same way all other Ideas are.

• Any tags on an Idea are added to the Yammer post as “topics”. • Any Idea that has a Yammer counterpart will display the current number

of “Likes” and Comments on that Idea in Yammer, as well as a link to the Idea in Yammer.

Additionally, as long as a user shares the same email address between their Yammer account and their Kindling account, their Kindling Skills and Interests will be filled in from their already-existing Expertise and Interests in Yammer. They do not need to take any action for this to occur, as long as Yammer is turned on for the entire Kindling instance.

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If your organization uses Yammer, you can activate this under the Services tab of Application Settings and checking "Enable Yammer Integration", then following the steps outlined there.

Yammer Decisions: 1. On or off

Google Translate

Kindling also supports Google Translation of content in accounts that have enabled multi-lingual. Entering a Google API key after checking the "Enable content auto-translation" box will activate this feature for all users, allowing them to translate Ideas, Posts and the related commentary into the language of their chosen user interface.

Translation Deliverables: 1. [Optional] Google API Key

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The following is a summary of all of the decisions and deliverables required to set up a Kindling instance. Defaults, where relevant, are listed in bold.

Decisions and Deliverables: Initial Setup 1. Subdomain (____.kindlingapp.com). Max 14 characters, letters and

numbers only 2. [optional] Fallback login 3. [optional] Tags 4. [optional] Custom support email address 5. [optional] Add notifier@kindlingapp.com to your email whitelist Images and Colors 1. [optional] A large version of your logo, 500x200 transparent PNG 2. [optional] A smaller version of your logo, 400x90 transparent PNG 3. [optional] A login background image, minimum 1200x800 4. [optional] Header color 5. [optional] Campaign color 6. [optional] Button color

Landing page for new users 1. [optional] Name of Post, Category or Campaign Basics 1. Organization Name 2. Application Name 3. [optional] Username login label 4. [optional] Password login label 5. [optional] Custom login message Content and People 1. Posts: on or off 2. All Users Can Create Posts: on or off 3. Rich Text Editor: on or off 4. Number of votes per Category (10) 5. Who Can Edit Tags (Al l Users) 6. Masked Ideas: on or off 7. User-level Reports on or off 8. Leaderboard: on or off 9. Excluding Admins from Leaderboard: on or off Notifications 1. New Accounts notifications: Instant, Daily, Weekly, or Never 2. Time of day to send Daily Digests

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3. Time of day and day of week to send Weekly Digests Localization 1. Time zone for display 2. Default Kindling language 3. Any secondary languages to enable Custom States 1. [optional] Any desired custom states Yammer and Translation 1. Yammer: on or off 2. [optional] Translation: Google API Key