In Productive, permission sets define what each team member can see and do — from managing projects and tracking time to accessing financials or client data.
This article breaks down the default system permission sets into clear tables, helping you understand what each user can access.
Use these examples to compare permissions side by side and decide which permission set best fits each team member’s responsibilities.
These tables reflect the default permission sets for organizations created from mid-August 2026 onward.
👉 See Why Your Permission Set List May Look Different if your organization uses the previous setup.
Need help assigning permission sets? Get the full guide here: Assigning and Understanding User Permission Sets.
Default Permissions in Productive
Productive’s default permissions can be organized into the following categories:
General Permissions
Project and Task Permissions
Financial Permissions
Resourcing Permissions
HR and CRM Permissions
Time Tracking Permissions
AI Permissions
Additional Permissions
Each category provides a structured way to manage access, helping teams collaborate effectively while maintaining control over sensitive data.
General Permissions
Project and Task Permissions
Financial Permissions
Resourcing Permissions
HR and CRM Permissions
Time Tracking Permissions
AI Permissions
📌 AI agents run on their own permissions, assigned on the agent's Permissions tab. A new agent starts with a copy of its creator's permissions, and the permissions available to it are limited to those its manager holds.
Additional Permissions
Custom Permission Sets
In addition to the default permission sets covered above, you can also create custom sets tailored to your team’s specific needs.
👉 Learn how to build custom permission sets here.
Compare Permission Sets
To check and compare exactly what permissions are included in each system set, head to Settings > Permission sets.
Click Compare to open a comparison window.
Select sets at the top to add them as columns and see exactly which permissions each one includes.











