Once you have invited your clients to Productive, you can easily add them to collaborate on your projects.
This ensures effective communication and allows clients to stay updated on project progress without accessing sensitive financial information.
In the Essential pricing plan, clients can view projects and tasks, but they cannot see time-related data or budgets.
In the Professional and Ultimate pricing plans, Client Managers can be granted access to budgets and can view time entries on budgets as well as time estimates on tasks.
Adding Clients to a Project
1) Find the Client’s Profile
Navigate to CRM > Contacts.
Open the client's personal profile.
2) Add to Projects
Open the Projects tab within the client's profile.
Add or remove the client from any projects as needed.
At this stage, clients can collaborate on the project by seeing tasks, creating and closing tasks, commenting on tasks, and filtering tasks. However, they do not have access to any financial information about the project.
Client Permissions on a Project
Regardless of their permissions or your license plan, every client can:
Open and close tasks
Delete tasks
Add comments
See and edit project notes
See project members
Subscribe to project notifications
Customize their fields
Export tasks
View and collaborate on Docs
View the project feed
Leave the project
Create new and collaborate on existing (shared) docs
Note: Clients cannot remove project members or create new task lists or folders. They also cannot see your Worked time on tasks.
Clients with Access to Budgets and Timesheets
Client Managers or clients with access to budgets and timesheets (available in Professional or Ultimate Productive subscription plans), will have additional options.
Budgets
Clients can see all open budgets tied to their company with the total price and time worked on that budget.
They will see services, their quantity, price, and time worked. Revenue, cost, estimates, and other profitability metrics are not visible to them.
Time
Clients can view all time entries logged for the budget.
They can edit the information by grouping data, selecting the time interval, choosing which budget is shown, and filtering by person and pricing type.
Clients can also export the timesheet.
Note: Client Managers with budget access will not see your Worked Time on tasks, but they will see the Initial Estimate and Time to Complete information.
What you see:
What the client sees:
Customizing Client Permissions
If you need more control over what clients can access and do in your projects, you can create custom client permission sets.
This allows you to define exactly what each client can see and do, ensuring they have the right level of access while keeping sensitive information protected.
Learn more about Customizing Client Permissions using the Permission Builder.
