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.
👉 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
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.