Rolling out

Before you start inviting users, there are a couple of other key aspects we would advise you consider and put in place, to help with a smooth rollout and implementation.

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.

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.

For more details, please refer to this article on People and Permissions.

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


"We are introducing ProdPad as our new Product Management tool to help with managing our Roadmap, Ideas and Feedback. You will receive an invitation to ProdPad so that you can set up your account.

Here is an overview video of ProdPad to get you going in less than 2 minutes!

You will be a Reviewer in our ProdPad account, this enables you to:

  • View our Roadmap
  • View Ideas
  • View Feedback
  • Add Ideas
  • Add Feedback
  • Join discussions on any of the above

We hope you embrace this opportunity to be part of our product process and submit all the great ideas and feedback from our customers."


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.


To help your team members log in, we've written out a detailed login guide!


Further Reading

  • Best practice guide - why not create your own for your context?
  • Although ProdPad is intuitive, consider what training and support some of your colleagues might need for onboarding onto using the tool. You could do this in-house by doing a demo or sharing our videos. We are able to support with this too; contact us for training options.
  • Have you set up SSO? Make it clear how users will access your account to avoid people getting lost.

Top tip!

To ensure ongoing success, it’s important to not just get your stakeholders to start inputting information into ProdPad but be sure to show value by sharing updates and progress too.

Using the Ideas Workflow to show that ideas are being reviewed and worked on, will mean that it’s not just viewed as “another tool” where ideas go to die, but a tool to help aid successful product development. ProdPad helps teams collaborate, not just by having access to information, but enabling transparency and discussions alongside the context of the relevant information.

Make the most of it!