New Sharing Options on Projects
In September 2024, we began transitioning from the "Project Members" logic, where users could join any public project in Productive on their own.
This functionality is being replaced with new project-sharing options, that align more closely with the sharing mechanisms used for budgets, Docs, and dashboards.
As part of this update, the distinction between Private and Public projects will be phased out.
Key Changes:
1) New Sharing Options
The new project-sharing settings will allow for more controlled and customizable project access.
2) Removal of Public and Private Projects
The concept of Public and Private projects will be phased out.
Public Projects: Existing public projects will still be visible and accessible to all employees.
Private Projects: Existing private projects will remain shared only among the previously designated members.
There are three ways how you can add people to a project.
Let Them Join Themselves
If they can see it, users can join every project (former public projects) in Productive on their own.
Users with sufficient system permissions like Admins, Managers (unrestricted), Profitability Managers (unrestricted), and Coordinators (unrestricted) will have access to all projects due to their permissions.
When it comes to users with lower (Staff) or "Restricted" permissions, the project manager or an admin must manually add them to the desired project.
User's Profile Screen
Find the user in Settings > Users and navigate to their Projects tab. Search for a project and select it from a dropdown menu.
You can add more projects to the same person at once. Search again, and select another project. When you're done click the "Add to X projects" button.
Add Project Members Directly from the Project
1) Navigate to Projects in the main menu (Project Management > Projects) and select the project you want to update.
2) Locate the project-sharing icon in the upper left. This allows you to add or remove people.
3) To add someone:
Type their name or select a team from the search bar.
Click the Add button to include them in the project.
4) To remove someone:
Find their name in the list.
Click the Remove icon next to their name (🗑️).
For additional details on sharing settings, check out our project-sharing options guide.
Removing or Changing the Project Manager
Every project in Productive requires a designated Project Manager. While you can change who the Project Manager is, it’s not possible to completely remove the role from a project.
How to Change the Project Manager
Open the project sidebar and select Edit Project.
Assign the project to a new Project Manager.
Click Update Project to save your changes.
