Once you invite your clients to join Productive, they'll receive a welcome email with a link to join. Here’s what the client experience looks like.
Standard vs. Professional and Ultimate Plans
Standard Plan: Clients can view projects and tasks but cannot see time-related data or budgets.
Professional and Ultimate Plans: Client Managers can be granted access to budgets, view time entries on budgets, and see time estimates on tasks.
Note on Client Permissions
All Clients: Cannot access Worked time information.
Client Staff Members: Can collaborate on tasks and docs.
Client Manager Members: Can see the initial Estimate and Time to Complete for tasks, and have access to budgets and timesheets.
Setting Up Their Account
Upon clicking on "Access your account" from their invitation, clients will be redirected to Productive to set up their basic profile: first name, last name, and password.
Client's Dashboard
Initially, the client’s dashboard will be empty since they haven't been assigned to any projects.
There will be no projects, tasks, docs, or project activity visible.
Once they are added to a project, they will only see data related to that specific project, including tasks and shared docs. Check out this article to find out how to add clients to projects.
Tasks Tab
This tab will display the tasks assigned to the client as well as any other tasks related to the project to which they have been added.
It will be empty at first, but once added to a project, it will become active. Once added, all tasks for the assigned projects will be visible here.
Docs
Since the client has not been added to any projects or Docs yet, no Docs are visible here. When you add the client to a project containing docs, they'll gain access to them.
You can control how Docs are shared with employees and clients.
Projects
Initially, the Projects section will also be empty. Once a client is added to a project, it will appear here. More information on managing client access can be found here.
Budgets
If you grant your client a Client Manager permission, they'll be able to see budgets and timesheets.
Find out more about adding clients to budgets and what they can see after they've been added.
Before adding the Client Manager to a budget:
After adding them to a budget:
Settings
Clients can access and modify their own account settings, notifications, and security settings, pick a theme, and access data required for API connections.
