Productboard makes it easy to collaborate with all the different teams at your organization who support your product vision.
In this article:
- How to invite new users to Productboard
- Productboard's recommended access roles
- How to deactivate members
- Troubleshooting invitations
How to invite new users to Productboard
You must be an admin to add members to your workspace.
- Click Settings > Members > Invite members.
- Enter the new user's email address.
- Select their role.
- (Optional) Select the team to which this new user should be added.
- (Optional) Click Invite many at once to switch to a different window where you can add multiple email addresses and thereby send multiple invites at once.
- Click Invite.
Productboard's recommended access roles
While every organization can determine their own appropriate access roles, these are our general guidelines for rolling out Productboard across different teams:
- Invite colleagues on the product and design team as makers or contributors.
- Invite colleagues on customer-facing teams (support, sales, marketing, customer success) as contributors so they can contribute ideas, requests, and feedback.
- Invite colleagues from across the organization in as viewers (limited just to the Roadmap and Portal, if shared with them).
For more information about access roles, see Define roles of workspace members.
How to deactivate members
Admins can deactivate any member. This does not delete the member but disables them from logging in.
Note: If the member is already logged in, once the web page refreshes, it will log them out.
To deactivate a member:
- From the Main menu, click More > Settings > Members.
- Switch the toggle next to a member's name to deactivate them.
Note: when you deactivate a maker seat on a subscription plan, this doesn’t change the seat count automatically. You can manage this on your billing page. For more information, see the article Pricing and Billing (per seat)
You can reactivate a deactivated member by going to the Deactivated tab of the Members page and switching the toggle beside the deactivated member.
Note: If you would like member roles to be deleted altogether, please reach out to our Support team by clicking on the chat bubble or by sending an email to support@productboard.com. Any Maker admin can make this request, and the member will be deleted within 24-48 hours.
Troubleshooting invitations
If you can't invite a new member, check these common causes.
Your workspace uses SCIM provisioning
When SCIM provisioning is on, your identity provider (IdP) manages workspace members, and Invite members is disabled. Assign new members to the Productboard application in your IdP instead. Productboard adds them to your workspace automatically.
To check whether SCIM provisioning is on, click Settings > Security > SSO and SCIM settings. For setup details, see Configuring SCIM provisioning in your workspace.
Note: SAML SSO on its own doesn't block invitations. If your workspace uses SAML SSO without SCIM, invite members from Settings > Members as usual. Make sure each new member is also assigned to the Productboard application in your IdP so they can sign in. For more information, see Enforce SAML single sign-on.
Your plan has no free seats
If you've reached your plan's seat limit, Productboard prompts you to update your subscription when you invite someone. To add seats, go to your Billing page and click Manage seats. You can also free up a seat by deactivating a member who no longer needs access. For more information, see Pricing and billing for subscription based accounts.
The email address already belongs to a member
You can't invite an email address that already belongs to a member of your workspace, including a deactivated member. A warning appears below the email address field explaining why.
- If the member is active, they already have access, so no invitation is needed.
- If the member is deactivated, reactivate them instead. Go to the Deactivated tab of the Members page and switch the toggle beside their name.