Roles are used for giving users access to specific boards. This feature is available on our Enterprise plan.
Creating roles
Go to Dashboard → Settings → User Roles
Click on 'Add Role'
Enter a name for the role, such as Paid Users
Click on 'Create Role'
Allowing a role to access a board
Go to Dashboard → Settings → Feedback board
Choose the board you wish to allow only specific users to access
Click on the role you just created, such as Paid Users
Click on 'Change Board'
Now only users with that role can view or create posts under the board.
Allowing a role to access changelog categories
Go to Dashboard → Settings → Changelog
Choose the category you wish to allow only specific users to access
Click on the role you just created, such as Paid Users
Click on 'Change Category'
Now only users with that role can see updates about that category.
Assigning roles to users
There are 3 ways of assigning roles to users: through our dashboard, via our API, or with the help of SSO.
Method 1: Dashboard
Go to Dashboard → Users
Click 'Add users' in the top right
Fill in the email and choose the selected role
Hit 'Add user' and you're done
P.S. You can add multiple users at once by separating them with commas.
Method 2: Add users to roles via API
To get your API key, head over to your Dashboard → Settings → API
Here's the documentation: https://docs.featurebase.app/roles
Method 3: Add users to roles via SSO
Firstly, follow our SSO guide here: https://help.featurebase.app/en/articles/6371504-using-sso-with-featurebase
When you have completed that, modify the JWT body to include the user role:
{
name: "Jane Doe",
email: "jane.doe@example.com",
jti: "8c39a88f-922c-416f-94fc-422eb45808b9",
role: "Member" // Change this to the role you want to add the user
}
If you've got any questions or need help, be sure to reach out to us in the live chat! 🙌