Set Up Site Features

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Administrators set up and manage your Rally Idea Manager site. Click the Setup tab, which defaults to the Site tab. The Site tab has five pages:

  • Info
  • Components
  • Security
  • Registration
  • Terms
  • Design

Info

The Info page contains basic information about your site, including site's title, meta keywords and descriptions, and the Vanity URL. Use the Vanity URL field if you wish to use your own URL for your site.

Components

The Components page allows you to enable user profiles and RSS feeds. RSS feeds are available for public sites only. The contact email field defines the system email from which all email notifications come. If you leave this field blank, the system notifications will come from the site administrator's email address.

Specify whether to display the Dashboard tab for all users. The default is to display only for administrators.

In the Site baby-sitter field, enter the email address that should be BCCed on all system-generated emails.

You can also elect to turn off all site emails.

Security

Use the Security page to determine whether the site is public or private, as well as how users may register.

On the What type of site do you want? field, select Private if you want users to log in to view ideas. Select Public to allow everyone to view ideas.

For registrations, select one of the following options:

  • Everyone: Users can click on the Register tab and enter their email address and receive an automated registration email.
  • Admin Invite Only: The Register tab is disabled. Users must be invited to participate by an administrator.

Registration

You can restrict your participants through their email address domain so that only specified domains are allowed to self-register.

  1. Select the Restrict Self-Registration by Email Domain checkbox.
  2. Enter a domain (such as rallydev.com, brightidea.com, yahoo.com) and click Add Domain.
    Only users using domains added to the right-hand box can self-register.
  3. To remove a specific email domain, select the domain and click Remove Domain.
  4. Click Save Changes.

Terms and conditions

Use the Terms page to enter the Terms and Conditions for the use and participation in Rally Idea Manager. Basic HTML is allowed. Users must agree to the terms when they first log in. A link to the Terms and Conditions is also displayed on most pages.

Design

Use the Design page to set up the overall look and feel of Rally Idea Manager.

The banner is the area at the top of the screen. You can add content to the banner area by uploading an existing image or by using HTML. An image should be 950 pixels wide and generally no more than 150 pixels tall. Using HTML allows you to use multiple images, custom styling, animated GIF files, embedded video, and custom navigation.

You can choose from five different pre-set colors for quick, overall color changes. You can also customize specific elements such as the body, buttons, widgets, menu bar, idea list, and idea-specific elements. To customize these elements, click on the color square to choose from a palette or enter the five-digit hex code.

You can customize the existing CSS (cascading style sheet) or upload your own CSS. CSS allows a highly customizable interface that can be easily integrated into the overall branding already established by your company. With CSS, you can customize properties such as colors, fonts, styles, widget sizes, top navigation, and background.

Feedback

Please send us your feedback regarding our help site. For feedback regarding the Rally product, click here to open a support case or click here to submit a new feature request
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