In order to edit a user, go to Settings > Users and select a user you want to edit or find the user via the search function.
Once you have the user's details open you can:
change or add contact info
add to team
edit cost rate
edit job title
assign service type
deactivate the user
unlock time tracking
revoke login access
Click on the contact info box and select the Edit contact info option:
Enter the information you might be missing such as mobile phone number, street address, home number, alternative e-mail address, or a link to a website.
If a user didn't receive your invitation to join Productive, you can click on the Resend invitation button to send it again.
Add new subscribers
Tags are necessary for filtering. Let's say you want to create a filter with a list of designers. You would need to add the "design" tag to everybody on the design team.
If you have added People custom fields in the Settings, you'll be able to assign them to people from your organization right from their profile.
Options on the three-dot menu
From here, you can edit the user's name and surname, as well as the email (if the user hasn't accepted the invitation to join your organization).
Edit job title
Choose this option if you want to change the job title of the person.
When it comes to Edit profile and Edit job title options, have in mind that if you have multiple organizations under one profile, changes you make to your profile from any organization will reflect on all of your organizations. However, changing the job title will reflect on the profile of only one organization - on the one you are editing this option from.
For example, let's say that you are the owner of two organizations - X and Y. If you open your profile on organization X and edit your surname there, that will reflect on organization Y. However, if you edit your job title on your profile from organization Y, that will not reflect on organization X. Two job titles, but one "shared" profile.
Assign service types
Assign and edit different service types so that this person can track time against these specific services when tracking time is restricted by a person.
You can change or set up the subsidiary where the person will be registered or from where they are working.
Learn about user permissions here.
The easiest way to deactivate a user in Productive is in Settings > Users. In the list of users, simply click the Deactivate user icon to the very right.
Alternatively, you can also head to Contacts > People where you can click the ⁝ menu and select Deactivate person:
Once you deactivate a user, they will no longer be able to log into Productive. If you change your mind, go to Contacts > People, click on Views, and select the Deactivated list. Or you can use the search to find the person.
After you have found the person you want to reactivate, click on Activate person from the menu.
Note that your users can also be accessed by clicking on Contacts > People, and then clicking the name of the relevant user. The same window as described above will pop up and you may edit all of the aforementioned data.
Also, this action will affect the seat count!
Unlock time tracking
In case you have the Lock time entries option enabled in Settings, you'll be able to restrict adding/editing time entities for past dates. Subsequently, you'll also be able to unlock a time tracking period for a certain individual in case you'd like them to bypass that rule for a limited time. More on this topic here.
Revoke login access
In case you'd like to temporarily lock a user out of the dashboard, ie. revoke their access, use the Revoke login access option.
Have in mind that this action doesn't affect seat count and you'll be able to reinvite the user at any time.