Configurations & SettingsMembers & Roles

Members & Roles

Add your team to ProductBridge, assign roles to control who can do what, and manage workspace membership over time.

Workspace Membership

Every ProductBridge workspace has a set of team members — your internal users who manage feedback, integrations, and the public portal. Team members are distinct from end users, who are the customers submitting feedback through your portal.

Each team member has one of four roles, granting different levels of access.

Roles

RoleWhat They Can Do
OwnerFull access to everything.
AdminManage members and settings. Cannot manage billing.
EditorCreate and edit content. Cannot manage team or settings.
ViewerRead-only access to all content.

Every workspace has an Owner — the user who created it. Owner is not an assignable role: you can't select it when adding a member or changing someone's role.

Add a Team Member

Open Team Members settings

Go to Settings → Organization → Team Members.

Click Add Member

In the Add Team Member modal, enter the person's email address and select their role (Admin, Editor, or Viewer).

Add or invite

If the person already has a ProductBridge account, they're added to your workspace immediately. Otherwise, ProductBridge sends an email invitation linking to a sign-up page where they'll accept and create their account.

Track pending invites

Outstanding invitations appear in the Pending Invites section of the Team Members page. Each pending invite shows its Expires date so you can spot ones that are about to lapse. Use Cancel invitation to withdraw a pending invite.

Invitations expire after 7 days and can't be resent. If a team member doesn't accept in time, cancel the old invite and add them again.

Adding members is subject to your plan's seat limit. If you're at the limit, the Add Member button prompts you to upgrade.

Invitation Lifecycle

Every invite moves through these states:

StatusMeaning
PendingSent, not yet accepted
AcceptedThe recipient signed up and joined the workspace
RejectedThe recipient declined the invite
CanceledThe inviter or another admin canceled before acceptance

Once accepted, the user shows up in the members list with their assigned role.

Change a Member's Role

Team members with member-management permission (Owners and Admins) can change another member's role.

Open the member

Go to Settings → Team Members and find the team member in the list.

Update the role

Click the role dropdown next to their name and select the new role. Changes take effect immediately.

A few rules:

  • Assignable roles are Admin, Editor, and Viewer — Owner can't be assigned from the dashboard
  • Role changes require member-management permission, so Editors and Viewers can't change roles

Deactivate or Remove a Member

Owners can temporarily suspend a member's access without removing them:

  1. Go to Settings → Team Members and open the member's actions menu
  2. Click Deactivate Member and confirm
  3. To restore access later, use Activate Member

To permanently remove a team member, use the remove action in the same menu. Removed members lose all access immediately. Their historical actions (posts created, comments left) remain visible — attribution is preserved.

Member Profiles

Every team member has a profile with:

  • Display name — what other users see across the app
  • Email — used for login and notifications
  • Avatar — uploaded image or default initial

Members can update their own display name and avatar from their account dropdown.

What's Not Currently Supported

A few capabilities you might expect that don't exist today:

  • Bulk invite — members are added one at a time
  • Resending invites — a pending invite can only be canceled; add the member again to send a fresh one
  • Per-board or per-project role scoping — roles are workspace-wide; an Editor is an Editor everywhere in the workspace
  • Custom roles — only Owner / Admin / Editor / Viewer; no custom permission sets

Team members can control their own notification delivery. Open the bell inbox, click the gear icon, and use Channel preferences to switch each notification event on or off per channel (In-app / Email). See In-App Notifications.