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  1. Product
  • Shorter Loop Help Center
  • Gettting Started
    • How to Get Started With Shorter Loop Easily? Shorter Loop User Onboarding Guide
  • Capabilites
    • Beyond the Double Diamond: The Ultimate End-to-End Product Management Framework with Shorter Loop
    • Discover
      • How to start with Product Discovery?
      • Product Vision
        • How do I access the Product Vision Canvas in Shorter Loop?
        • How do I create and manage personas directly from the Product Vision Canvas?
        • What are the key components of an effective Product Vision Canvas?
        • What are Connected Canvases and how do they work in Shorter Loop?
        • How do I unlink target groups from personas, and what are the implications?
        • How does the AI-powered content generation work in the Product Vision Canvas?
        • How do I define the 'Product' section of the Product Vision Canvas?
        • How do I set effective 'Business Objectives' in the Product Vision Canvas?
        • How should I structure my Vision Statement for maximum impact?
        • How do I collaborate effectively with my team using the Product Vision Canvas?
        • How do I measure the success and impact of my Product Vision Canvas?
        • How can I use colors to highlight and organize cards in the Product Vision Canvas?
      • User Persona
        • How do I access and navigate the User Persona Canvas in Shorter Loop?
        • How do I create a new User Persona from scratch?
        • How do I add and customize demographic fields for my persona?
        • What is the recommended sequence for completing persona key elements?
        • How do I create Value Propositions that address my persona's needs?
        • How do I upload attachments and research files to generate automated insights?
        • How do I share and export User Personas with my team?
        • How to create strategic opportunities from my User Persona insights?
        • How do I effectively name and organize User Personas?
      • Business Model
        • How do I access and start creating my Business Model Canvas in Shorter Loop?
        • Can I collaborate with my team on the same Business Model Canvas?
        • How does the Business Model Canvas integrate with other Shorter Loop discovery tools?
        • What's the difference between the Canvas, Notes, and Experiments tabs in the Business Model section?
        • How do I use the "+ ADD" buttons effectively to build comprehensive business model sections
        • Can I export or share my Business Model Canvas with investors and stakeholders?
        • How does Shorter Loop's Business Model Canvas help me identify new revenue opportunities?
        • What makes Shorter Loop's Business Model Canvas different from free alternatives like Strategyzer?
        • How do I connect my User Persona Canvas with the Business Model Canvas?
      • Feedback Manager
        • How do I access the Feedback Manager in Shorter Loop?
        • What is Shorter Loop's Ideas & Issues system and how does it organize feedback?
        • What does the main Feedback Manager dashboard show me?
        • How do I turn ideas and issues into actionable work items?
        • How do I disconnect or unlink work items from ideas?
        • What information can I see in the work item quick view?
        • How do I filter and sort ideas and issues?
        • How do I create new ideas and issues?
        • How does voting work in the Feedback Manager?
        • What makes Shorter Loop's connected canvas approach unique?
        • How do I manage categories and organize feedback effectively?
        • What are Collections and how do they help organize feedback?
        • How does AI-powered collection generation work?
        • How do I create custom collections manually?
        • What can I do within a collection page?
        • How do I publish and manage collection visibility?
        • How does the AI summarization feature work?
        • How do I create opportunities from collection insights?
        • How does the "Identify more opportunities" feature work?
        • What types of opportunities does the AI identify?
        • How do I convert AI-identified opportunities into actionable work item?
        • How does opportunity status tracking work in Shorter Loop?
        • How does the "Connect to work item" feature integrate with product backlogs?
        • What makes Shorter Loop's opportunity identification unique?
        • How do I manage settings for my Feedback Portal, including custom domains and categories?
        • How do I control and customize the status of Ideas and Issues in Shorter Loop?
        • How can I import existing feedback and invite users to the Feedback Portal?
        • How do I manage and utilize User Segments in Shorter Loop?
        • How to Integrate Slack with Shorter Loop?
        • How do I manage my Shorter Loop profile, connect Slack, and view my voting activity?
        • Can I be a member of multiple Feedback Manager portals with on email address?
    • Strategize
      • Objectives
        • How do I define an experiment's hypothesis and success criteria?
        • How do I set up and track Key Results (OKRs) for an Objective?
        • How do I access the Product Strategy board to get started?
        • How do I navigate between my Objectives, Opportunities, Solutions, and Experiments?
        • What are the different ways I can view and edit the details of a strategic item?
        • How do I create my first Objective?
        • How do I set the strategic "Alignment" to show an Objective's priority?
        • How do I assign Owners and Teams to ensure accountability?
        • What are "Themes" and how can I use them to organize my strategy?
        • How can I add attachments or web links for more context?
        • How do I link an Opportunity to an Objective?
        • How can I see all the work (Opportunities, Solutions, etc.) related to one Objective?
        • What is the Opportunities Map and how do I use it to visualize my strategy?
        • How can I view and manage all experiments related to an objective?
        • How do I update the status of an experiment?
        • How can I see key details like budget and due date on an experiment card?
        • How can I visually track the progress of all work related to an Objective?
        • How can my team collaborate and discuss a specific Objective?
        • How can I use the "Notes" tab for documentation?
        • How can I filter my Strategy Board to find specific items?
        • How can I see the financial upside of an Opportunity?
        • What do the "Spread" and "Intensity" metrics on an Opportunity mean?
        • How do I share or delete a strategic item?
        • How do I use Storymaps and connect my strategy to my roadmap?
  • Product Integrations
    • Jira
      • Set up 2-way Jira Sync with Shorter Loop for Epics, Features, and Stories
      • Why is Shorter Loop a more comprehensive product management solution than Jira?
      • Can feedback be linked to the original Sprint ticket from which the idea was generated?
      • Is there a way to bucketize items by status, like in progress, testing, etc.?
      • How to reopen closed work items and tickets in Shorter Loop and Jira integration?
      • If I have editor access in Shorter Loop but not in JIRA, can I still access or make changes in JIRA through Shorter Loop?
      • If I have access to JIRA but not Shorter Loop, and make changes in JIRA, will it reflect in Shorter Loop?
      • Shouldn't we categorize an issue into development only after linking it to JIRA?
      • So, if we raise an issue in Shorter Loop, will it go and become a ticket in JIRA?
      • Is it possible to see the Jira status of the work item in Shorter Loop?
      • Does the change in status in Shorter Loop make the changes in Jira?
      • How to fix Jira API token authentication issues in Shorter Loop integration?
      • Does Shorter Loop provide nesting like Jira?
      • Is there a visual way to see parent-child work items (like nesting in Jira) at once in Shorter Loop (like a board)?
      • Does Shorter Loop provide freedom to create multiple levels of hierarchy (nesting) in Product Backlog?
      • What’s the difference between nesting in Jira and Shorter Loop?
      • What changes appear in Jira if you delete any work item from Shorter Loop’s Backlog?
  • Using Shorter Loop
    • How to Create a Strategy Board in Shorter Loop?
    • How to Create a Roadmap in Shorter Loop?
    • Does Shorter Loop Support Other weight-based prioritization methods, such as customizing the weights other than effort/value, spread intensity, RICE, etc.?
    • Does Shorter Loop provide migration assistance?
    • How to apply Filters on the Roadmap?
    • How to Save or Share a Roadmap in one Click?
    • How to Build a Product Backlog?
    • Persona Canvas: Understand Your Target Users
    • How to create a Prioritization Matrix? - Shorter Loop
    • How to create a User Story Map? - Shorter Loop
    • How to Create a Document in Shorter Loop? - Shorter Loop
    • How to Collaborate on Digital Whiteboard?
    • How to Use Idea Manager in an End-to-End Product Journey?
    • How to view the version history?
    • How to Share or Delete the particular Whiteboard?
    • How to start with Product Discovery? - Shorter Loop
  • Account Settings
    • Billing & plan management
      • How to Upgrade Your Trial to an Active Plan
      • Can I change my subscription plan after the trial?
      • What happens to my product discovery data during plan changes?
      • How does seat billing work for teams?
      • Can I pause my Shorter Loop subscription?
      • What are the feature limits and restrictions for each plan?
      • How to Upgrade to a Paid Plan? - Shorter Loop
      • How to Upgrade to a Paid Plan?
    • Profile Management
      • Subscription
        • How to access Subscription Settings in Shorter Loop dashboard?
        • What information is displayed in the Subscription Summary section?
        • How to add new products to your Shorter Loop subscription?
        • How to manage users and assign roles in your Shorter Loop subscription?
        • How to view and manage your subscription plan details?
        • How to manage AI & Storage in your Shorter Loop subscription?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to change your subscription name and logo in Shorter Loop?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to update payment methods and view billing history in Shorter Loop?
        • How to upgrade or downgrade your Shorter Loop subscription plan?
        • How to remove or deactivate users from your Shorter Loop subscription?
        • What happens when you reach your AI & Storage limit in Shorter Loop?
        • What are the image requirements for profile photos in Subscription Settings?
      • Product
        • How to access Product Settings and manage product-specific configurations?
        • What information is displayed in the Product Summary section?
        • How to manage users and assign roles within a specific product?
        • How does product-level AI & Storage management work compared to subscription-level?
        • What happens when you invite new members to a product vs the subscription?
      • Team
        • How to access and navigate to team management in Shorter Loop?
        • How to create and manage teams within a product?
        • How to manage team members and assign roles within a specific team?
        • How to invite new members to a team and manage bulk operations?
        • How to delete teams and understand the impact on work items?
      • User
        • How to edit and update your user profile settings in Shorter Loop?
        • How to change your email address in Shorter Loop account settings?
        • What is the difference between Display Name and Full Name in Shorter Loop profile settings?
        • How to change your password in Shorter Loop dashboard after login?
        • How to upload and change your profile picture in Shorter Loop?
    • Team Management
      • Adding New Members to Your Shorter Loop
      • What are the different user roles in Shorter Loop and what permissions does each role have?
      • How do I invite new members to my Shorter Loop account?
      • How do I change a team member's role or permissions?
      • How do I add members to specific products in my subscription?
      • How do I manage team members within a specific team?
      • How do I view and manage all members in my account?
      • What's the difference between subscription-level and product-level member access?
      • How do I deactivate or reactivate team members?
      • Can the same person have different roles in different products or teams?
      • What happens when I invite someone who's already in my subscription to a new product or team?
      • Can a subscription member be part of multiple Shorter Loop subscriptions?
  1. Product

How to manage users and assign roles within a specific product?

Product-level user management allows you to control access and permissions for individual products while maintaining subscription-wide integration.
image.png

Product User Management#

User Overview:
All Users (10): Shows only users with access to this product
Product-Specific Roles: Roles apply only within this product context
Invite Member: Add new users specifically to this product

Available Product Roles#

Product Admin:
Full Product Control: Complete administrative access within the product
User Management: Add, remove, and assign roles to product users
Product Configuration: Modify product settings and configurations
Team Leadership: Manage product teams and workflows
Editor:
Content Creation: Create and modify work items, features, and documentation
Collaboration: Full participation in product planning and execution
Limited Admin: Some product-level management capabilities
Team Participation: Active member of product teams
Viewer:
Read-Only Access: View product information and progress
Stakeholder Visibility: Monitor product development without editing
Reporting Access: Access to product reports and dashboards
Limited Interaction: Cannot modify product content

Role Assignment Process#

Step 1: Access Product Users
Navigate to Product Summary
View "All Users (10)" section
Identify user requiring role change
Step 2: Assign Role
Click role dropdown next to user's name
Select from "Product Admin", "Editor", or "Viewer"
Confirm role assignment
Step 3: Invite New Members
Click "Invite Member" button
Enter user email and select initial role
Send invitation for product-specific access

Important Notes#

Subscription Integration: All product users automatically become part of your subscription
Billing Impact: New product users count toward subscription seat limits
Cross-Product Access: Users can have different roles across different products
Refer:
https://help.shorterloop.com/adding-new-members-to-your-shorter-loop-1158414m0
Modified at 2025-06-25 03:34:34
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How does product-level AI & Storage management work compared to subscription-level?
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