Workspace basics
- Confirm your workspace name and portal subdomain under Settings
- Set branding (logo, colors, and look) so the portal matches your product
- Review default boards (Features, Bugs) and rename or add boards you need
- Review default statuses and adjust labels if your workflow differs
Feedback settings
- Decide which fields you use: priority, effort, and scoring under Settings → Feedback
- Choose what appears on the request page, new request form, and portal
- Add a few real requests (or refine the seed ideas from onboarding)
Portal readiness
- Set portal visibility (for example Publicly available, or Members & team only)
- Choose whether roadmap and changelog tabs appear on the portal
- Preview the portal from the staff app sidebar (Feedback portal)
People
- Invite teammates under Settings → Team
- Optionally add a few portal Members if you want sample customers in the directory
Optional next steps
- Connect an integration (Slack, Notion, Linear, or webhooks)
- Create an API key under API & MCP if you plan to automate
- Follow the go-live checklist before sharing the portal widely