Viewing User Details
To quickly access detailed information about your Employees, Contractors, Clients, or Contacts in Productive, you can follow these simple steps:
Finding User Details
1) Search:
Start by typing the user’s name into the Search bar (Ctrl+S).
2) For Employees and Contractors:
Go to Resourcing > Employees.
3) For Contacts and Clients:
Navigate to CRM > Contacts.
4) For Employees, Contractors, and Clients:
Access through Settings > Users.
User Details Overview
On a user’s or contact's profile page, you can view a range of details, depending on your permission level. These details are organized into several tabs:
Info tab
Contains essential information about the person, including their employee details (job title, workplace, permission set, manager, assigned service types, teams, tags, and information about automatic time tracking) and any employee fields they have been assigned.
Note: The Info tab is visible only to users viewing their own profile.
To view others' Info tabs, users must have Admin, Manager, or Coordinator default permissions, the custom "View employees and contractors" employee permission, or "View contacts" and "View clients" custom contact permissions.
Time tab
The Time tab consists of two sections—Overview and Time entries.
The Overview section displays your capacity, availability, scheduled time on projects and events, and total worked time for the selected period.
The Time entries section shows your time entries. You can group time entries by days, services, or tasks, select a time interval or use any of the filtering options available.
If you have sufficient permissions, you can make corrections or delete a time entry, by clicking on the "..." menu next to the entry.
To export time entries, click on the export button and select a format (XLS, PDF, or CSV).
Time Off
Displays available time off, including upcoming and past time off. Admins can allocate new time off through the +Add new allocation option.
Activity Tab
The Activity tab consists of three sections—Work Log, Feed, and Emails.
The Work Log section shows a chronological log of all activities performed by the user in Productive, except for activities related to private tasks (unless you have access).
Click on the 'Show: All' dropdown to open the filtering options, allowing you to quickly find the information you need.
Similar to the Work Log, the Feed section displays additional changes and updates related specifically to this person.
Any subscribers added here will receive notifications about comments left in the feed or crucial updates about this user (permission set changes, addition of employee fields, cost rate updates, login email changes).
The Emails section shows every email associated with the person that has been filed in Productive, whether sent directly by the user or received via BCC from others.
Org Chart
Shows the user's position within the organizational hierarchy. To view the entire company structure, go to My Company > Org Chart.
Projects
Lists all projects where the user is a member. You can also assign the user to multiple projects at once from this tab.
Cost Rates
Accessible only to Admins, this tab contains and allows adjustments to the user's gross salary information.
For more information, see the Setting up Cost Rates article.
