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User Permissions Overview

Learn about Productive's default permission sets to better understand what they enable or restrict for assigned users.

Updated this week

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 roles side by side and decide which permission set best fits each team member’s responsibilities.

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

  • 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

Additional Permissions

The Permission Builder

In addition to the default permission sets covered below, you can also create custom sets tailored to your team’s specific needs.

👉 Learn how to build custom permission sets using the Permission Builder here.

📌 Tip: Want to check exactly what permissions are included in each system set?
Head to the Permission Builder and look at the Type column. Sets labeled as System are the default ones listed in this article. Click any of them to open a view-only editor where you can see the detailed list of permissions for that set.

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