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Product Permissions

A dedicated layer of access control at the product level.

Admins can create products, assign members and teams, and set permission levels that govern who can view or edit work within each product.

Product Permissions are managed by Admins only. If you are an Admin, you can access Manage Products from the left navigation sidebar. If you are a non-admin user, you will see only the products you have been granted access to.

 

 

Managing Products

Admins can access the ‘Manage Products’ page from the left-side navigation bar.

This page displays all products in the account in a list view, with the following columns:

  • Product: the product name and owner
  • Surveys: the number of Research Surveys associated with the product; click to open the Research Surveys Dashboard for that product
  • Members: list of users with access to this product; click to manage permissions

Create a New Product

To create a new product, follow the steps below:

  1. Click on the ‘+ Create a New Product’ button.

  2. Enter in your product information.
    A product name and URL are required. Be specific rather than generic, as duplicate product names are not allowed.

    ProductPlan will analyze your website to learn about your product, target audience, preferences, and pain points. Your AI Research Agent will use this information to make sure insights are tailored specifically to your product.

    If this is a product that you will be working on a lot, check the ‘Make Favorite’ box to have this product appear in priority above other products in your list.

  3. Click on ‘Save New Product’ to add this product into your account. Adding it to your account will mean that this new product appears in your product selection list and has its own workspace.

 

 

Member Access + Permissions

To manage access for a product, click the member avatar stack in the Members column. This opens the Manage Members modal, which is divided into two sections.

Granting Access

  1. Company Access controls the default level of access for all users in your account. Options are:
    1. Admins only: only admins can access this product's content. This is default and cannot be removed.
    2. Can view: all users in the account can view this product's content.
    3. Can edit: all users in the account can view this product’s content and all editors can edit this product's content.

  2. Members & Teams allows you to grant specific users or teams individual access levels, separate from the Company Access setting. To add a member or team:
    1. Use the "Add members or teams" search field to find a user or team
      1. Adding a team applies the view or edit access to all users who are a member of the team, managed in Account Settings > Teams
      2. Adding a team and an individual user within that team will adhere to the widest permissions provided.
        For example, if Team A is given view access to Product #1 and User A on Team A is given individual edit access, the user will be given editing privileges in adherence to their individual permissions. Alternatively, if Team A is given edit access to Product #1 and User A on Team A is given individual view-only access, the user will be given editing privileges in adherence to the wider team permissions.
    2. Select a permission level: View or Edit
    3. Click 'Add' to confirm

Removing Access

To remove a member or team, click Remove next to their name. A confirmation dialog will appear asking you to confirm before access is revoked. Removed users can be re-invited at any time.

 

 

FAQs

Who can create and manage products?

Only admins can create new products, edit product details, and manage member permissions. Non-admin users can view and switch between products they have been granted access to, but cannot modify permissions or create new products.

 

What does "Company Access" control?

The Company Access setting determines the default level of access for all users in your account. If set to Admins only, only admins can see the product's content. If set to Can view or Can edit, all users in the account will have that level of access, regardless of whether they've been individually added as members.

Individual member permissions can be set in addition to (or instead of) a Company Access level.

 

What happens when I remove a member from a product?

Removing a member revokes their individual access to that product. A confirmation dialog will appear before the removal is finalized. You can re-invite them at any time using the "Add members or teams" field in the Manage Members modal.

 

Can I assign teams to a product, or only individual users?

Yes, both individual users and teams can be added as members of a product via the Manage Members modal.

 

What permission levels are available for individual members?

Individual members and teams can be granted either view or edit access to a product. Admins always have full access regardless of their individual permission setting.

 

Is there a limit to how many products I can create?

There is no limit, however be mindful that this is an organization and permissions mechanism, and being intentional about your structure goes a long way.

 

Do I need to save anything when adding a new user to a product?

There is a confirmation button required to officially add a new individual or team to a product. In order to add a new individual or team, you must confirm the selection of “Can view” or “Can edit” by selecting the blue Add button in the bottom right corner.

Modifications to existing access members or teams are made immediately, not requiring admins to hit the “Done” button to enforce changes.