Rename and edit users from the Canny interface
complete
I
Impressed Lungfish
It would be cool to be able to edit the information of a user already created. Like email, name, company info, etc.
Sarah Hum
complete
Thanks for everyone's feedback here! We've added the ability to edit user names that were created manually via voting on behalf of a user. For names that are synced (via our SDK or an integration), you will not be able to edit them in Canny. You'll need to go to the source of that information to make changes. To make that easier, we are now showing data sources on user profiles.
Y
Yinmn blue Wildcat
Sarah Hum:
Hi Sarah,
This is very disappointing to see...
This solution/feature does not help us in any way. I'm sure that this feature helps some of your clients but I assume that many are in the same boat as us.
When users create their own accounts on Canny, they choose their own usernames. They therefore have no issue with the username.
When a user is created by an integration, the username is set automatically. This is extremely problematic since the username in Canny is public-facing.
Most of our users are created by Intercom, which is an internal system. Intercom stores the users' full names because we need that information internally. This is not a problem since we don't share this info externally.
However, when a user is created by Intercom, their full name is used as the username and is displayed for the whole world to see. We deal with sensitive data so users do not want their names to be displayed publicly!
We are obviously not going to prevent intercom from storing names so this is not a solution.
Potential solutions:
- Allow users to change their own usernames (ideal)
- Allow admins to change usernames
- Allow us to customize the integrations so that users are created only using their first names
Sarah Hum
G
Gossamer Cheetah
Sarah Hum All of our users were created manually by us and I can't edit any of them. Can you please explain how this works because currently when I try to edit a name it doesn't save and just reverts back to the old name.
Update/edit to my original comment: the name did finally change but not right away and only after I refreshed my screen. The UI for this is very thin, buggy, and confusing.
Sarah Hum
in progress
Hi all, we're going to make some progress here by enabling the editing of user names.
However, this only applies to users created manually as part of voting on behalf of users. It will not be supported for data synced either via our SDK or an integration. In those cases, you'll need to edit the data at the source. To help with that, we'll be showing the source of the data in Canny on the user profile.
B
Brick red Camel
This would be great. Company linked to each user is incorrect
Sarah Hum
Hi Brick red Camel, can you elaborate here? Why are the companies linked to your users incorrect?
B
Brick red Camel
Sarah Hum: I believe when we were creating users from our different tenants we used their DB ID's which clashed. All our fault but just wanting to clear this up.
Sarah Hum
Brick red Camel: Do you have our SDK set up? If so, it should update those issues. We'd much rather sync from a source of truth rather than have manual updates in Canny.
C
Casual Beetle
Yes, superadmins should be able to have elevated access to these feaures
S
Subtle Wildfowl
This makes the company feature practically useless. The assumption is that users are only being entered through systematic ways such as API or through the JS integration. The reality is that a lot of business users and workflows require us to do it on the behalf of our customers (users). I think you can prioritize this feature up if you just see the average number of feedback by user in the cohort of Users created through the admin panel vs API.
We literally can not group users together under company. And cannot see all the feedback from one company. Not to mention the fact that when you click on a user's feedback, it takes you to the feedback page, so you have to keep going back and forward, or alternatively right click and open a new tab.
I pinged you guys on Intercom as well. This is really important for us and you are the crux of our whole customer feedback process right now.
Sarah Hum
Hi Subtle Wildfowl, thanks for sharing your thoughts here. Can you be more specific about which workflows require you to add users manually?
S
Subtle Wildfowl
Sarah Hum: We often times have weekly or bi-weekly calls with customers that are currently being onboarded, or customers that are part of our Customer Advisory counsel. The individuals that give us the feedback don't always exist in Canny because they haven't looked at the Feedback page through the product. We are a B2B product and often times the admins may be the most active through the actual platform. We find that people that aren't directly involved in the purchasing process tend to be less motivated to put their information.
Other times, they may have not seen the feedback tab inside the product or the feedback link the footer page of the marketing website. So adding them ourselves through Canny during a phone call is a great way for them to find out about it. This is going to help you get a lot more users into your platform ultimately, if we can manage users.
I'm happy to join your Customer Advisory counsel as well and provide feedback verbally. You will see that I have at least 10 tabs of Canny open and a workspace that has become a lot more active recently.
Sarah Hum
Subtle Wildfowl Do these people all have accounts in your product? If so, are you able to put our identification/SSO script on your landing pages/product itself so they are tracked even if they don't visit the feedback page? That way they should show up in the list when your team goes to add feedback on their behalf.
The main reason we want to have identity go through the API/integrations is so you don't have a standalone record of users in Canny. Ideally you have a source of truth and we just pull from that source. This way if things change (their email, monthly spend, company name, etc.), Canny can automatically update.
Of course there'll still be times when someone might need to be created manually but that should be rare.
Hope this all makes sense!
Sarah Hum
Merged in a post:
Add option to change user names
I
Interesting Leopard
Some users used test names and now they can't change their name within our canny dashboard.
Would be nice if both the user and admin could edit their name.
I
Interesting Leopard
This is needed.
P
Persimmon Hedgehog
2030
S
Subtle Wildfowl
Persimmon Hedgehog: looks like it - at least we are 3/10 years on our way.
A
Average Marlin
Our sales team manually created some users and forgot to add their emails and now we need to manual recreate the users.
S
Satisfactory Thrush
Please add this! My users put their email addresses for everyone to see. Not good!
Load More
→