Opportunity Marketplace connects a company's employees to projects/gigs, learning, community activities, open roles, and other opportunity types, by highlighting and recommending those who may be most suited, based on their competencies and interests.

This article covers the Admins role in managing the "Types" within their Internal Opportunity Marketplace. Think of managing Types as setting up templates. Admins with the appropriate permissions can add, edit, and delete the opportunity Types, and control which fields are required, optional, or hidden within each one.

All employees with the appropriate permissions can create new opportunities quickly, by starting with one of the templated Types.

Article Breakdown:

  • Managing Opportunity Types from the Admin panel

  • Adding an Opportunity Type

  • Configuring fields on a Opportunity Type

  • Editing an Opportunity Type

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  1. Select your profile, then select Organization Admin.

2. Select Manage Opportunities.

Adding an Opportunity Type:

  1. From the Manage Opportunities tab, select "Add Opportunity Type"

2. There you can:

  • Add a Label - this is how your new "type" will display when opportunity authors are deciding which templated Type to select as their starting point.

  • Add a Description - describe when someone would select this templated Type

  • Change Status of Field - Enabled in most cases. Disabled is useful for seasonal Types or when "staging" new Types that you're not ready to push live.

  • Set Permissions - we recommend allowing Everyone to Create in most cases. An exception would be the "Open Roles" Type, where truly only a select few would author a new Opportunity. For the Edit column, check off the role that's most likely to use this Type (Content Author), as well as both Admin roles. This will provide the best support in the event an Opportunity needs a quick edit.

  • Add Fields - use Fields that make it easy for the poster to create new Opps, and easy for the users to review quickly. Consider what the poster will need in order to select the right person(s) for the opportunities that'll be created with this templated Type. If you're planning on adding very specific fields, consider adding a whole new Type. If adding a general field, consider editing an existing Type.

Configuring Fields on an Opportunity Type:

  1. To add a fields to your new Opportunity Type, select Add Fields.

2. Then you can select from your Field Options:

Select from these Field Options:

  • Short Text

  • Long Text

  • Single Select

  • Multi-select

  • Date

  • User

  • Company Location

  • Department

3. Once you choose your Field Option then choose if the field should be Required or Optional.

4. Then you can add your Field Name and select Add.

Editing Opportunity Types:

  1. Go to Manage Opportunities in the left navigation of the Admin Panel and select the ellipsis icon on the right side of the Opportunity Type. Choose Edit.

From there, you can edit each field and permission and save your changes.

That's all! Now you and your team are ready to use these templated Types to create a variety of Opportunities to take action on. 👏👍

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