Team permissions

You can assign limits to what each of your internal teams can do in Receptive using team permissions.

For example, if you want to make sure only your product team can change the status of requests, you can remove that ability from all non-product teams using the "Change status" permission:

Each team can be given customized permission levels, and you can set up as many teams as you need.

To learn how to set-up team permissions, head to our how-to guide.

By default there are five groups set up in Receptive, each of which have different permissions associated with them:

1. Administrator

• All permissions

2. Customer Success

• Invite customers
• User editing
• Send engagements
• Feature suggest and import

3. Engineering

• Change status
• Comment moderation
• Feature suggest and import
• Feature editing
• Vendor settings

4. Product Management

• Invite customers
• User editing
• Send engagements
• Change status
• Comment moderation
• Feature suggest and import
• Feature editing
• Vendor settings

5. Sales

• User editing
• Feature suggest and import

If the default groups aren't quite what you're needing, then you are able to edit the existing groups or create new ones from scratch.

What does each permission allow?

Requests

• Change status - change request status to Awaiting Feedback, Planned, etc.
• Suggest and import - create requests and import csv feature backlog
• Editing - editing request title, description, tags, visibility, effort level
• Comment moderation - deleting and editing comments

Customers

• Sending customer engagement emails
• Inviting - prior to integrating with the Receptive widget you may invite customers
• Editing - any customers invited in prior to integrating with the Receptive widget may have their names and email addresses changed

Team

• Inviting (Administrators only) - inviting new team members
• Editing (Administrators only) - editing team members’ names, email addresses, team, and permission group

Settings

• Vendor settings - edit vendor name, roadmap visibility, hide customer names, upload company logo and turn on/off customer and team notifications.

To learn how to use team permissions, including how to assign team members to the relevant group, and how to edit permissions, then check out our how-to guide here.