People and Permissions
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 'Company settings’ > 'People 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, 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 is a role "status" called Creator. The Creator is the user who creates an item, and therefore has special rights to edit the item, within the bounds of the specific role.
The person who creates your account is, by default, your Admin user.
| 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 | |||
| 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 objectives | x | ||||
| Products | Create new product | x | x | ||
| View product canvas | x | x | x | ||
| Edit product canvas | x | x | x | ||
| Export product canvas | x | x | x | ||
| Add files to product canvas | x | x | |||
| View documentation | x | x | x | x | |
| Edit documentation | x | x | |||
| Follow/unfollow product canvas | x | x | x | x | |
| Delete product | x | ||||
| Add portfolio objective | x | ||||
| Edit portfolio objective | x | ||||
| Add product-specific objective | x | x | |||
| Edit product-specific objective | x | x | |||
| Add key results | x |
| 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 Premium and above 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 | 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 | x | |
| Delete comment on design | x | x | |||
| Edit design name | x | x | |||
| Delete design | x | x | |||
| Remove version from design | x | x | |||
| Reorder version from design | x | x |
| 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 | x | ||||
| Add new tag | x | x | |||
| Edit existing tag | x | x | |||
| Delete tag | x | ||||
| Update scale | x | ||||
| Add new status | x | x | |||
| Edit existing status | x | x | |||
| Delete status | x | x | |||
| Audit Log | x | ||||
| Classification labels | x |
| Object | Function | Role | |||
| Admin | Editor | Reviewer | Owner | ||
| Subscription | View subscription | x | |||
| Add new subscription (trial upgrade) | x | ||||
| Upgrade plan | x | ||||
| Downgrade plan | x | ||||
| Add product add-on | x | ||||
| Add editor add-on | x | ||||
| Remove product add-on | x | ||||
| Remove editor add-on | x | ||||
| Park account | x | ||||
| Update billing info | x | ||||
| 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 | x | x | x |
| Search for products | x | x | x | x | |
| Search for feedback | x | x | x | x | |
| Search for personas | x | x | x | x |
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This does not explain basic user management. Nor how to do it nor where to see it, nor what level of permissions you should have to be able to do it. i believe i am an editor, but not on all products present the company account.
What user would i need to be to see who else has edit rights on a specific product where I am editor? No transparence on who can edit or modify cards in my product.
where does that fall in your article?
Hi Mihai,
As the article states, user management is done from 'Company settings’ > 'People and Permissions'. In your particular case, you do not have access to this area as your company has SAML set up. In this particular use case, all user management is done from your company's SAML IdP.
As feedback - it would be great to split out some of the functions an admin can do so that a super user or functional owner of the application does not need to work with the Admin every time. For example - change of measures, setting up a feedback portal, managing data in the application and other functional (not security) related items.
In many companies this puts extra and unnecessary work on the corp IT team when it can be the Product team leaders.
Hi Beth,
Apologies I've only just seen this! We've definitely taken this in as feedback and are tracking an idea about selective functionality access.