Introducing Custom Roles

Drive Operational Excellence in Your Product Organization with Enhanced Governance

At Productboard, we're excited to unveil Custom Roles—a powerful new capability designed to ensure operational excellence in your product organization. Custom Roles empowers product & product operations teams to govern how members interact with master data throughout their Productboard workspace, bringing structure and consistency to your product management processes at scale.

Unlike traditional role-based systems that offer limited flexibility, Custom Roles allows you to create tailored maker roles that perfectly align with your organizational structure and internal processes. This granular control over who can create, edit, or delete key entities ensures data integrity while maintaining the agility your product teams need to succeed.

How Custom Roles Transform Your Operational Process

Master Data Governance

Take control of your workspace's master data with Custom Roles. Define exactly who can manage crucial entities like objectives, initiatives, products, release groups, and custom fields. This precise control ensures consistency in operations and prevents the confusion that often arises from unrestricted data creation. Product teams can work confidently knowing they're using approved, standardized entities that align with company processes.

"As Product Operations, with Custom Roles I can ensure consistency, scalability, and the integrity of the data in Productboard"

- Dana McKnight, Senior Director & Head of Product Operations at Teladoc Health

Organizational Alignment

Map your organizational structure directly into Productboard by creating roles that mirror your team's responsibilities. Whether you need specialized roles for program managers, product operations, or regional product teams, Custom Roles adapts to your unique organizational needs. This alignment ensures that team members have exactly the right level of access to perform their roles effectively.

"Our use case was to categorize different levels of access for our Makers: Product Operations, Product Managers, and Engineering / UX."

- Tiago Leão, Principal Product Operations Manager at OutSystems

Process Compliance

Maintain control over your internal processes by restricting who can create, edit, or delete critical data fields. No more unauthorized release groups, randomly created products, or confusing duplicate custom fields. Custom Roles helps enforce your established workflows and ensures that changes to master data follow proper governance procedures.

"With Custom Roles, we were able to reduce the number of users who can affect core data elements, and we reduced the risk of accidental changes and deletions."

- Penn Brimberry, Senior Systems and Tooling Product Manager at Zoom

Key Capabilities

• Granular Entity Control: Manage permissions for objectives, key results, initiatives, products, companies, release groups, drivers & scores, custom fields, tasks, tags, segments and users.
• Flexible Role Creation: Design roles that match your organizational structure and processes
• Clear Permission Visibility: Team members can easily understand their role definitions and access levels
• Enterprise-Ready: Seamless integration with SSO providers like Okta and Azure AD
• Simple Role Management: Easily assign and update roles from the Members page, or via SCIM provisioning

Getting Started with Custom Roles

Custom Roles is available exclusively to Enterprise+ customers and select Enterprise customers who meet specific criteria. Take advantage of Custom Roles along with other enterprise-grade capabilities designed to help you:

• Maintain data integrity across your entire product organization
• Scale your product operations with confidence
• Enforce consistent processes across teams
• Align organizational structure with system permissions

Ready to transform your product operations with Custom Roles? Contact your customer success representative today to learn more about upgrading to Enterprise+ or enabling this powerful new capability.

View documentation to learn more.