Product Operations

Workspace setup

• Install Productboard on desktop or mobile
• Activating Spark in your workspace
• Ensure integration stability by whitelisting Productboard IP addresses
• Main navigation elements
• What are the technical requirements for using Productboard?
• Supported web browsers for Productboard
• See all 16 articles

Provisioning

• Configuring SCIM provisioning in your workspace
• Setting up SCIM provisioning with Okta
• Setting up SCIM provisioning with Microsoft Entra ID
• SCIM API

Authentication

• Enforce SAML single sign-on
• Enforce SAML single sign-on with Okta
• Configuring Productboard roles in Okta correctly
• Troubleshooting Okta issues
• Enforce SAML single sign-on with Google Workspace
• Enforce Google Apps SSO
• See all 11 articles

Access control

• Access control guide
• Custom roles: Governing data field access
• Control your product lifecycle with required fields
• Share documents from your Personal section
• Set up Multi-Factor Authentication
• Manage data visibility in teamspaces
• See all 19 articles

Customer data management

• Aggregated customer fields
• How to manually add a company to Productboard
• Assign users to companies
• Import company data via CSV
• Configure custom company data fields
• Work with customer segments
• See all 9 articles

Maintenance and best practices

• Rename item types across your workspace
• Simple filters
• Delete companies and users in bulk with Postman
• Maintain your Productboard workspace
• Organize items into groups (or swimlanes)
• Customize status values for items
• See all 18 articles

Security

• Accessing Productboard’s Security Reports and Certifications
• Is Productboard compliant with GDPR?
• Is my data secure?
• What visibility of Productboard do our customers have?
• How do I reset my password when I can't sign into Productboard?

Reports and exports

• Exporting your feedback into a CSV
• Export companies and users to CSV
• Export guide
• View an item's history
• Use reports to better understand how your product team operates
• Report Allocation
• See all 9 articles

Product updates

• Productboard Release Notes
• We've updated our Master Subscription Agreement
• Sharing the Love: How You Can Help Us Grow Together

Betas and Labs

• Productboard BETA releases
• Use Labs to enable new & experimental features
• LABS 🧪: Localize your customer-facing portals

Billing and trials

• Pricing and billing for subscription based accounts
• Do I need a credit card to try Productboard?
• Will you process my credit card again if a payment fails?
• How does the trial work?

More support

• Introducing the AI Product Advocate Team
• Customer Support at Productboard
• Allow access to your Productboard workspace for remote support