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Configure Your Ideas Portal Settings

A reference for every Ideas Portal setting: URL and name, moderation, public statuses and categories, branding, SSO, translation, and import.

Written by Jon

Open Portal Settings

  • Right after turning on your portal, click Let's set it up.

  • Any other time, open your Ideas Portal, click your avatar in the top right, and select Portal Settings.

General

  • Publish ideas: if the site already has ideas that aren't public, a prompt offers to publish them. Click Yes, publish, or No, I will do it later on the feedback page.

  • Portal URL: the portal's web address. It starts as your site name and you can change it any time.

  • Portal name: shown on the portal and in the browser tab.

  • Ideas: lets people submit new ideas and vote on existing ones.

  • Roadmap: adds the Roadmap tab.

  • Announcements: adds the Announcements tab.

  • Moderation: choose where new ideas are published automatically when submitted. Set Ideas Portal and Widget, Browser Extension & Email separately. When a source is off, ideas from it wait for you to publish them. See Publish Feedback to Your Ideas Portal.

  • Danger Zone: next to "No longer need the ideas portal?", click Delete to remove the Ideas Portal.

Status

Your internal workflow might have more statuses than customers need to see. The Status tab maps your internal statuses to simpler public ones.

  • Each row is a public status, such as Open, In Progress, or Shipped, with the internal statuses it includes, such as Under Review under In Progress or Resolved under Shipped.

  • Click + Add status to create a public status, then give it a Name and Color and click Add.

  • Click ··· on a row to Edit Name or Delete it.

  • Under categories, choose which feedback categories appear on the portal. Hide internal ones, like "Internal" or "Security". You can also add a new category here.

Changing a feedback item's status in Userback changes its status on the portal and roadmap, based on this mapping. Internal statuses are set in Feedback > Settings > Workflow.

Branding

  • Logo and Dark Mode Logo: 150 x 28 px recommended, PNG, JPG, or SVG.

  • Favicon: 64 x 64 px, PNG only.

  • Theme color: the accent color for buttons and highlights.

  • UI Theme: the portal's color mode, such as Light.

  • Powered by: turn on to hide the "Powered by Userback" banner.

Single Sign-On

Restrict the portal to people signed in through your own app, and pass their name and email through automatically. This tab holds your Private Key and the Enforce SSO toggle. See Single Sign-On (SSO) for Your Ideas Portal.

Translation

Change the text on the New Idea form to match your product's language and tone: the Heading, Description, Title and Summary placeholder text, the Submit Idea button text, and the Thank you message.

Import

Bring in existing feature requests from a CSV file. Click Import from CSV. See How to Import Feature Requests into Your Ideas Portal.

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