To access your settings page, log in to Pendo Feedback and click "Settings" on the left-hand navigation.
That will take you to the “General” page. You can use the navigation on the left-hand side of the page to reach the other settings.
On General, you will see the following options:
Your account name
Shows across your team and Visitor dashboards and in the “Suggest a feature for [your account name]” popup box.
"What's Coming?" visibility
You have three choices for who sees your "What's Coming?" report: Team Only, Visitors and Team, or Public on Web. Your "What's Coming?" report shows requests which are "Planned" or "Building".
This is a brilliant way to add transparency to your product development process, without sharing an entire roadmap.
Customer name hiding
Check this box and your Visitors won't be able to see each other's names in Pendo Feedback. For example, Joe Bloggs will be shown as User-abcd1234. This only applies to your Visitors — your team will still see your Visitor's name and Visitors will be able to see team members' names.
Show vote count to Visitors
Check this box and your Visitors will be able to see how many votes each request has.
Hide timestamps from Visitors
Checking this box will hide timestamps from your Visitors, so they will be unable to see when requests or comments were created. Your team will still see the timestamps.
We recommend that you turn this feature on because it keeps Feedback focussed on what you are working on and the fact that Pendo Feedback is a library of data for your to use when applicable. Hiding timestamps helps drive this philosophy across your Visitors and teams.
Checking this box will hide any requests that have not yet been reviewed (ie. their status is "Not Reviewed") from your Visitors.
Team members will not be affected and will be able to see all requests. Also note that Visitors will be able to see their own requests, even if they haven't yet been reviewed.
Disable new Visitor requests
Checking this box will prevent Visitors from creating any new requests. They will still be able to vote, prioritize, and comment on existing requests.
Your team members will still be able to submit new requests.
Private comments by default
Checking this box means that any comments made by team users will automatically be hidden from your Visitors.
Private requests by default
New internal team requests will be marked as "hidden from visitors" by default. If you have the Salesforce integration enabled for Pendo Feedback, installing the latest Salesforce package will give you the same functionality within your Salesforce account - new team requests will be "hidden from visitors" by default.
Branding & Appearance
Upload your logo here. This will replace the “Pendo Feedback” logo at the top of your navigation and on emails sent to your Visitors.
You can also set the primary color of your Pendo Feedback dashboard and preview how it will look.
Choose whether your Visitors see Pendo Feedback as the default "Portal" view or the optional "Widget" view. Learn more about the widget view here.
Here you can select which languages are available to team users and Visitors, as well as choose which language is the default language for Pendo Feedback.
Adding and editing Roles
Before you add team members, you will need to review the Roles (default permission levels) and add more if needed. Using Roles allows you to create sets of permissions that you can then assign to your team members.
Click on Manage Roles to see the Roles and to add new ones too.
Clicking on the name of the Role shows you the permissions that it has. You can then edit them as required.
Adding a new team member
To add a new team member to Pendo Feedback, you will need to Invite them using the Pendo Settings. There is a link on the Manage Team page to guide you to the screen where you can add your team members:
From the Pendo Settings page, you create the new team member and assign the relevant Feedback permissions to them.
On this tab, you can also view a list of current team members. To view a team member's profile, click on the team member and you'll be taken through to their profile.
Install Pendo Feedback
This is a link to the main Pendo Settings page where you can find your integration settings including your vendor ID and secret key.
Here you can see details of any third party integrations (Salesforce, Zapier, Pendo Resource Center) and authenticate/test any connections.
Email and Whitelabel
You can turn notifications on/off for your Visitors and team members, or disable the login links in Visitor emails. Read more here.
Email whitelabel settings
By default, email notifications to your team & Visitors are sent from firstname.lastname@example.org. You can customize this to "email@example.com" or similar. Read how here.
When you update a request’s status (to Planned, Released, etc), by default you have several pre-populated options to explain the transitions.
We highly recommend linking to your Product Feedback Policy in the custom message you have set for the status "Awaiting Feedback". This is a really easy way to share your product feedback approach and process with your teams and Visitors.
You can also create your own custom saved responses / replies. Read how here.
Customize Request Form
You can customize the form that your Visitors and teams use to make a request, editing the questions so you can find out the information most relevant to you. Read more here on best practices.
The default is email / password for your teams and widget SSO for your Visitors. You can set up SSO for either, find out more here.
This is where you can find or create any API keys that you need to integrate with other apps, such as Salesforce.