What levels of roles and permissions are available in ProdPad?

ProdPad gives you the ability to invite your entire company in, where they can pitch ideas, add thoughts to others' ideas, and see where previous feature requests have ended up.

You can give your colleagues as much or as little access as you like: Anything from being able to view and edit any idea, product, or persona, to just being able to pitch ideas and edit their own.

You can set user access roles in your Account settings   Users and Permissions

The available roles are:

  • Admin: Can administrate the entire company account on ProdPad, including inviting other users, editing ideas and roadmaps, and changing company information. This includes access to changing billing details and even deleting the account.
  • Editor: Can view and edit any idea or roadmap within the account, but does not have administrative access and cannot delete products.
  • Reviewer: Can add and edit their own ideas and feedback, but can't edit ideas added by others, access company settings, or make any changes that will impact the product process (edit roadmaps, integrations, or workflow.)

In addition, there are assignment roles:

  • Product Managers: A way to assign selective access to manage products and roadmaps. When assigned to a product, product managers will override permissions for editors not assigned to the product. That is, once a product manager is assigned to a product, no other editors are able to make changes unless they are also assigned as product managers.
  • Owner: An authoring role used to highlight who is responsible for ensuring an item is taken care of. When assigned to a reviewer, it bypasses certain restrictions set to their role (particularly in terms of adding and editing content.)

The person who creates your account is, by default, your Admin user. Additional admins can be added if needed. 

Throughout our Help Center, you will notice roles are highlighted at the top of articles, including the plan details for which they are available. You may also reference details on each list below.

Object Function Roles      
    Admin Editor Reviewer Creator
Ideas Create Ideas  x  x  x  x
  Edit idea title  x  x    x
  Edit idea description  x  x    x
  Edit idea tag  x  x    x
  Edit idea product  x  x    x
  Edit idea persona  x  x    x
  Edit idea effort  x  x     
  Edit idea impact  x  x    
Edit idea confidence  x x
  Vote on idea  x  x  x  x
  Comment on idea  x  x  x  x
  Edit comment on an idea        x
  Delete comment  x      x
  Reply to a comment  x  x  x  x
  Push Idea to development  x  x    
  Add idea to roadmap   x  x    
  Remove idea from roadmap  x  x    
  Edit business case  x  x    x
  Edit functional spec  x  x    x
  Edit notes   x  x    x 
  Add user story  x  x    x
  Edit user story  x  x    x
  Delete User story   x  x     x
  Push user story  x  x    
  Add external link  x  x    x
  Edit external link  x  x    x
  Remove external link   x   x    x 
  Change owner   x  x    x
  Change status  x  x    x
  Change state   x  x    x
  Add file to idea   x  x    x
  Remove file from idea   x  x    x
  Download file  x  x   x  x
  Add design to idea   x  x    x
  Remove design from idea   x  x    x
  Add new version of design  x  x    
  Download design  x  x  x  x
  Add customer feedback to an idea  x  x  x  x
  Remove customer feedback from an idea   x  x    x
  Publish idea  x  x  x  x
  Delete idea  x  x    
  Share idea to existing users in account  x  x  x  x
  Share idea to users not in account  x      
  Create tag via idea canvas  x  x    
  Create product via idea canvas*  x  x    
  Create persona via idea canvas*  x  x    
  Follow/unfollow an idea  x  x  x  x
  Set ideas as 'Visible on Portal'  x  x    
  Edit workflow  x  x    
  Related Ideas  x  x    x
  Revision History roll-back  x      

Only if there are product slots available in the subscription package

Object Function Role      
    Admin Editor Reviewer Creator
Ideas List Filter list  x  x  x  
  Save filter  x  x  x  
  View triage list  x  x  x  
  View graph  x  x  x  
  Export list as excel/csv file  x  x  x  
  Export graph  x  x    
  Update state  x  x    
  Update status  x  x    
  Bulk edit  x  x    
  View workflow  x  x  x  
  Move workflow  x  x    
Object Function Role      
    Admin Editor Reviewer Creator
Portfolio Edit portfolio canvas x      
         Add/edit portfolio OKRs x      
Products Create new product x x    
  View product canvas x x  x  
  Edit product canvas x    x
  Export product canvas x  x  
  Add files to product canvas x x    
  View documentation x  x x
  Edit documentation x    
  Follow/unfollow product canvas  x 
  Delete product      
  Add/edit product OKRs* x x    

* If a product has been assigned a Product Manager - only they will be able to edit OKRs. If no PMs have been assigned then any editor will have edit access.
User Permissions for Product lines & Product list

 Object Function Role      
    Admin Editor Reviewer Creator
Product lines & Product list Move products into and out of product lines  x  x    
  Create new product lines*   x  x    
  Position products within product lines*   x  x     
  Edit product line name*  x  x    
  Delete product line*  x      
  Position products outside of product line  x  x    
  Position product lines*   x  x    
  View product list  x  x x  
  View product line canvas x x x  
  Edit product line canvas x x   x
  Export product line canvas x x x  
  Favoriting products x x x x

*Only Advanced+ plans can create and use product lines

Object   Function Role      
    Admin Editor Reviewer Creator
Roadmaps View product roadmap  x  x  x  
  Edit column title  x  x    
  Add a new card   x  x    
  Edit a card title  x  x    
  Edit a card description   x  x     
  Edit a public card  x  x    
  Edit a card style  x  x    
  Complete, Archive, Activate a card   x  x    
  Delete a card   x  x    
  Move a card within a column   x  x    
  Move a card between columns  x  x    
  Add an idea to a roadmap card  x  x    
  Add a user story to a roadmap card   x  x    
  Remove an idea from a roadmap card  x   x    
  Remove a user story from a roadmap card   x  x    
  Position the ideas/story in the pipeline   x  x    
  Move idea/user story between cards   x  x    
  Tag a card  x  x    
  Remove a tag from a card  x  x    
  Export roadmap  x  x    
  Filter roadmap  x  x  x  
  View completed/archived cards  x  x  x  
  Share product roadmap via URL/iframe  x  x    
  Share product roadmap via email to existing users  x  x  x  
  Share product roadmap via email to non-existing users  x      
  Add Card Owner x x    
  Edit Card Owner x x    
Object Function Role      
    Admin Editor Reviewer Creator
Product line roadmap View product line roadmap x x x  
  Export product line roadmap x x    
  Share product line roadmap via URL/iFrame x x    
  Share product line via email to existing users x x x  
  Share product line via email to non-existing users x      
  Filter product line roadmap via tags x x x  
Object Function Role      
    Admin Editor Reviewer Creator
Portfolio roadmap View portfolio roadmap x x x  
  Export portfolio roadmap x x    
  Share portfolio roadmap via URL/iFrame x x    
  Share portfolio roadmap via email to existing users x x x  
  Share portfolio roadmap via email to non-existing users x       
  View portfolio canvas x x x  
  Export portfolio canvas x x x  
Object Function Role      
    Admin Editor Reviewer Creator
Customer Feedback View feedback list x x x x
  View feedback x x x x
  Create new feedback x x x x
  Add feedback to idea x x x x
  Remove feedback from idea x x     
  Filter feedback by tag x x x x
  Archive feedback  x    
  Edit feedback x x    x
  Add tags x x   x
  Widget Management x      
  Customer Feedback Portal Management x      
  Vote  x x x x
  Attach files x x   x
  Create as idea... x x x x
  Link to existing idea x x x x
  Change State x x    
  Edit feedback channel x x   x
  Delete feedback x x    
  Bulk edit x x    
Company Export x x   x
  Edit company name x x   x
  Add image/logo x x   x
  Select/change value x x   x
  Add/edit tags x x   x
  Delete company x x    
Contacts Export x x x x
  Add feedback to existing contact x x x x
  Add/edit name x x x x
  Add/edit additional details x x x x
  Select/change job role x x x x
  Add company x x x x
  Edit CRM link x x x x
  Add image x x x x
  Delete contact x x    
Object Function Role      
    Admin Editor Reviewer Creator
Personas View personas x x x x
  Create new persona x x    
  Edit existing persona x x    
  Comment on persona x x x x
  Edit comment on persona x     x
  Delete comment on persona x     x
  Delete persona x x    
  Add files to persona x x    
Object Function Role      
    Admin Editor Reviewer Creator
Designs View design x x x x
  Add design x x x x
  Add version to design x x    
  Comment on design x x x x
  Edit design comment x     x
  Reply to comment x x x
  Delete comment on design x     x
  Edit design name x x    
  Delete design    
  Remove version from design x    
  Reorder version from design     
Object Function Role      
    Admin Editor Reviewer Owner
Integrations View integrations page x x    
  Create new integration x x    
  Copy intergration x x    x
  Delete integration        x
  Set private or team wide        x
  Edit integration        x
  Authenticate draft integration        x
  Change integration mapping        x
  Change status mapping        x
Object Function Role      
    Admin Editor Reviewer Owner
User Profile View profile x x  x  x 
  Edit profile        x
  Update password        x
  Update email        x
  Add secondary emails        x
  Remove secondary emails        x
  Update API key        x
  Update notifications        x
Object Function Role      
    Admin Editor Reviewer Owner
Account Settings View account profile x x     
  Edit account profile      
  Add new tag x    
  Edit existing tag x    
  Delete tag x      
  Update scale      
  Add new status    
  Edit existing status x   x    
  Delete status     
  Audit Log x      
  Classification labels x      
Object Function Role      
    Admin Editor Reviewer Owner
Subscription View subscription x       
  Add new subscription (trial upgrade)      
  Upgrade plan      
  Downgrade plan      
  Add product add-on x      
  Add editor add-on      
  Remove product add-on      
  Remove editor add-on x        
  Park account       
  Update billing info      
  Cancel subscription x      
  Re-activate subscription  x      
  Invite admins, editors, reviewers x      
  Invite reviewers x x    
Object Function Role      
    Admin Editor Reviewer Owner
Search Search for ideas x
  Search for products
  Search for feedback
  Search for personas x x

 

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