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Getting Started with your Feedback Portal and Configuring Portal Settings

Written by Jon
Updated over a week ago

The Feedback Portal gathers user ideas and feature requests into a single, user-friendly location. It helps you build with user needs in mind, enhances communication and transparency, and reduces support burden and churn.

You can analyze, prioritize, and showcase feedback and progress on a public roadmap. Customize the Portal with your branding, integrate with existing tools, and maximize value for both users and your business.


What is the Feedback Portal?

The Feedback Portal is a public-facing space where your users can submit ideas, vote on existing ones, and follow the progress of what you're building. It brings together three things in one place:

  • Ideas: Users submit feature requests and vote on what matters most to them. You decide what's visible and when, using moderation to review submissions before they go public.

  • Roadmap: Shows users where their ideas stand: under consideration, planned, in progress, or shipped. It closes the loop between what users ask for and what you build.

  • Announcements: Keep users informed about product updates, new features, and changes, without them needing to ask.

Together, these give your users a voice in your product direction, and give you a structured way to listen.


How Will Users Access Your Portal?

Before you configure your portal, it's worth deciding how you want users to find and access it. There are a few options:

  • Share the portal URL directly: Every portal has its own unique URL. You can share it in emails, release notes, or anywhere you communicate with users.

  • Link to it from your site: Add the portal URL to a button or link on your website or in your app so users can find it on their own.

  • Embed it in your Userback widget: If you're using the Userback widget in your site or app, you can surface the portal directly inside the widget. Users can either view it inline, be redirected to the portal URL, or have it open in a new tab.

The right choice depends on how prominent you want the portal to be. Embedding it in your widget puts it in front of users at the moment they're already engaged with your product. Sharing the URL works well for communicating it to existing customers through other channels.


Want to see a Portal in Action?

Check out Userback's own Portal to see how it works in practice, or watch the demo below.

demo gif


Configure your Feedback portal

From your Portal, Select 'Portal Settings' from the top right menu and tab across the different options to adjust your settings.


General Settings

Configure your general settings, including the portal's name, URL, feature requests, roadmap, moderation, or delete the portal if necessary.

  • Portal URL: Your unique portal URL - By default, the portal URL will be the project name. You can edit the Portal URL at any time.

  • Portal name: The name of your portal, also displayed in the window/tab name

  • Feature Requests: Enable or disable the ability for users to add new and vote on existing ideas

  • Roadmap: Enable or disable the roadmap feature within the portal

  • Announcements: Enable or disable the announcements feature within the portal.

  • Moderation: Allows you to decide whether or not new ideas submitted via the Feedback Portal or Widget are automatically made public

  • Danger Zone: If you no longer need your Feedback Portal you can delete it here.


Status Settings

Status and Category settings let you customize which statuses and feedback categories are visible on your Feedback Portal, allowing you to exclude internal team categories.

  • Public status: This is a way for you to simplify your internal Userback status workflow onto your public roadmap by assigning multiple internal statuses to a single public status.

  • Categories: Can be enabled/disabled from the public view.

⚠️ Warning: If you change the status of feedback within Userback it will change the status within the Feedback Portal, dependent on how you have them allocated.


Branding Settings

Customize the Portal's colors and logo to align with your brand for a cohesive, professional look. Add a logo and favicon, adjust the theme color, or remove the 'Powered by Userback' banner.

Logo and dark mode logo recommended size: 150x28 (png, jpg or svg)

Favicon recommended size: 64x64 (png only)


Single Sign-On (SSO) Settings

If your Feedback Portal contains sensitive product information, or you want to ensure only your own users can access it, SSO is the right tool. It restricts portal access to authenticated users only. Users are verified through your own system before they can get in, with their name, email, and details passed through automatically. SSO uses JSON Web Tokens (JWT) for authentication: generate a token in your Portal Settings using your private key, then redirect users to the portal with the token included.

For step-by-step setup instructions, see Single Sign-On (SSO) for Your Feedback Portal.


Translation Settings

Customize the idea form to align with your brand’s tone and terminology, or adjust the language entirely to match your company’s style.


Import Settings

If you're migrating from another platform or have existing feature requests in a spreadsheet, you can import them directly into your Feedback Portal using a CSV file. See our step-by-step guide: How to Import Feature Requests into Your Feedback Portal.

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