Define roles of workspace members

When you invite colleagues to your workspace as new members, use roles to define what they can see and do. Roles can always be updated from the Members page but may affect how much you pay. (We'll notify you if so.)

In this article: 

Paid roles

  • Maker with admin access: Full edit rights on all boards + manage members, integrations, settings, and billing
  • Maker: Full edit rights on all boards

For more information on the Maker admin and Maker role, see the article Getting started as a maker and maker admin in Productboard.

Free roles

Contributors are colleagues who provide user insights and access product roadmaps, e.g. sales and support. 

More info: plans & pricing

When in doubt, you can feel confident inviting new people into your Productboard workspace as viewers. You'll always be able to control what they can and cannot see in Productboard, and they won't be able to interact except to leave comments on features.

Permissions break-down

  Admin Maker Contributor Viewer
Set up and manage integrations
Manage subscription and billing information
Invite team members and manage roles
Delete workspace and all data
Create/edit/delete features and notes
Owner of Features
Customize Feature statuses
Create and tag new notes
Assign ownership of notes they own or create
Create new Portals
Update Portal settings
Create & edit Portal cards
Compose updates on Portal cards
Create & edit Roadmaps
Update Roadmap settings
Create Teamspaces
View roadmaps that have been shared with them

Review portals, if shared with the team or shared via public/private link

 

Note: The private link sharing option allows anyone with the link to access it.

Granting access to a specific roadmap or saved board on the Features board

Every roadmap/saved board has three access options:

  • Keep it private 🔒
  • Share with individual users that you choose
  • Grant access to a type of user based on their role

This means you might have an array of roadmaps with different types of audiences:

  • A Mobile Roadmap that is accessible to users on the team "Mobile."
  • A Roadmap that you've shared with Alice, Jeremy, and Inez
  • A simplified Roadmap that is shared with all contributors and viewers

Portal users

End users contributing insights and feature ideas via the Portal do not need a full Productboard account.

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