There are two ways to invite a new user to your account.

  1. Inviting them directly using their email

  2. Creating them as a contact and then converting them into a user

Inviting someone directly via email

Hover over your profile the navigation tab and click on Invite people.

Then, decide what the role of this user is going to be. They can be an employee, client, or contractor.

The user will get an email, asking them to access their Productive account. 

You can also use the public join link to invite colleagues in bulk via Slack, email, or other communication tools.

Converting a contact into a user

Go to any Contact's page in your Productive account. If they are not a user of any kind, you will see this button.

Click on Invite and proceed with assigning the role for that contact.

Did this answer your question?