Settings
Learn how to adjust ProductLift settings to fit your needs.
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Customize branding and colors
How to get there: Click Settings in the sidebar → Branding tab (under Portal)....
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Give internal team members limited access
How to get there: Go to Users in the sidebar → select a user → change their role. Role permissions are configured in Settings → Users section....
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Import and export data
How to get there: Go to Settings in the sidebar → Import & Export...
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Manage user roles and permissions
How to get there: Go to Settings → Users. Manage individual user roles from Users in the sidebar....
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Configure security and privacy
How to get there: Click Settings in the sidebar → Security & Privacy tab (under Users & Access)....
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Restrict access to your portal
How to get there: Go to Settings → Security & Privacy....
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Manage user groups
How to get there: Go to Settings → User Groups....
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Configure email settings
How to get there: Click Settings in the sidebar → Emails tab (under Portal)....
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Configure AI
How to get there: Click Settings in the sidebar → AI tab (under Integrations)....
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Browse available integrations
How to get there: Click Settings in the sidebar → Overview tab (under Integrations)....
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Manage boards
How to get there: Go to Settings → Boards....
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Configure general portal settings
How to get there: Click Settings in the sidebar → General tab (under Portal)....
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Remove login and register buttons
How to get there: Go to Settings → Security & Privacy....
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Add custom (S)CSS
How to get there: Go to Settings → Custom Code....
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Use unlisted statuses
How to get there: Go to Settings in the sidebar → Statuses → click Edit on any status → check Unlisted....
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Understand the notification system
How to get there: Go to Settings → Emails....
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Set the default status
How to get there: Go to Settings → Boards → edit a board's statuses to set the default....
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Approve new users before they enter
How to get there: Go to Settings → Users....
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Set up post types and custom fields
How to get there: Go to Post Types in the admin (under Settings or the Post Types page directly)....
