Issue with Idea Records

[terrieb]

Having an issue with our in house Demand Manager unable to view the available "Create Task" option on the Idea record.

He can only see Demand, Project and the TeamSpaces option:

While I, with admin role, can see all of these options:

Assuming this is role issue, but he has the Idea Manager role, so what other role does he need to see all the available options.  He especially wants Epic and Story option.

Also, when he goes to look for Ideas, his only option is looking at "My Ideas":

Unlike me, again with admin role, can see this:

I am sure this is role related as well - just need to find the correct role for him to be able to do all.

Thanks!

[Brad Bowman · Accepted solution]

The description on the idea_manager_professional role is 

Users with this role can convert an idea to all the entities including demand and project

so that might be worth a try.  Does this user also have the itil role?

[Brad Bowman]

Look at the Create New record for the idea table in System Definition > Modules on the left nav.  This will show you the role(s) that this one module is restricted to - the others are likely the same.

[terrieb]

OK those two options were restricted to admin - I removed that role and it's still not showing up for anyone that is not an admin...  still there as me with admin...

[Brad Bowman]

Admin will always have access to all modules.  The Roles field is to grant access to the module, so you would want to add Idea Manager.

[terrieb]

Nope that didn't work either..