Multi-product / module Setup

NOTE: This doc explains how to set up multi-products / modules in Receptive. Learn more about multi-product management or see if you need multiple products.

Overview:

1. How to add a new product or module

2. Giving customers access to products

1. How to add a new product or module

Start by heading over to your settings menu by clicking the drop-down menu in the top-right corner and selecting “Settings”.

Then, scroll down until you see the multiple products box. Here you can click “Manage products”.

This shows a screen with the option to add a new product or edit existing products.

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Fill in the name of your new product and click the “Add Product” button.

This will add a new product to your Receptive dashboard. 

Your current feature requests will be assigned to your initial product, named after your company. So after adding your first product, you will see two products. One will be the one you have just created, and the other will be your initial product.

Note 1: every time you add a new product, you need to update the integration in order to give your customers access to them. See step 2 below.

2. Giving customers access to products

Using the Receptive integration you can automatically assign users to their relevant products or product areas.

Simply use the key for "user.allowed_products" when creating or updating your snippet in step one here

The external ID for an existing product can be found here or go to Settings > Multiple Products and select "Manage products". The ID is in parenthesis to the right of the product name: 

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For example, the external ID for the "Process" is 'process-07b9a53a'. 

You can also create a new product on the fly via the integration by using a new external ID in the integration snippet. 

Questions? Contact support now

To learn more on how to use multi-product once you've set it up, head here.

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