Inviting your Team Members

Once you’re happy that everyone has a shared understanding and engagement with the approach then you can start inviting people! Remember you could stagger your rollout by initially having a pilot group (with trusted colleagues, perhaps with a shared mindset as you or for getting input, this can be useful from the configuration stage)

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.

Available roles

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 'Company settings’ > 'People and Permissions'

The available roles are:

• Admin (aka Product Manager): 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 (aka Product Manager): Can view and edit any idea or roadmap within the account, but cannot access company settings or delete items.
• Reviewer (aka Team Member): Can add and edit their own ideas, but can't edit ideas added by others, change the roadmap, or access any company settings.

The person who creates your account is, by default, your Admin user.

How to invite users

To invite a new user to join your ProdPad account, click on your profile picture at the top right of the app. There you will find the option to invite new users.

Certain restrictions are applied depending on your role:

• As an admin, you can invite other users to join as an editor or reviewer. Upgrading to an admin role can be done once the user accepts the invitation.
• As an editor, you can invite reviewers only.
• As a reviewer, you cannot invite other users.

Feel free to edit the available copy on the email that will be sent. Use this opportunity to inform your teammates about what ProdPad does and how it will help your entire team.

Once the invite is received, the user will have to click on a verification link to join. If you’re using a browser antivirus or link checker, please copy-paste the link into a new browser window, as clicking it will result in an invalid link.

Example template for inviting users

Here is an example template email that you can use as a baseline to introduce ProdPad to your colleagues:

Please note that users will receive an invite email if you use Slack SSO or invite from ProdPad but if you use Google or SAML SSO, they will not receive an invite email, you would need to send them the link to login instead.

Setting up SSO

To make things easier for you and your team, you can also set up SSO in order to bring users onboard without having to send individual invites.

For our Essential plan customers, the following options are available:

• Google SSO
• Slack SSO

For our Advanced plan customers, as well as the options above, the following are available:

• Azure Active Directory
• SAML 2.0
• OKTA
• OneLogin

For our Performance and Enterprise customers, alongside essential SSO, the following options are available:

• Azure Active Directory
• Azure Directory Federated Services
• OKTA
• OneLogin
• SAML 2.0

For all other plans, SSO is available as a power-up, get access here.