Users are the employees, contractors, and clients who can log in to Productive. This overview covers the main things you’ll do with them and points you to the full guide for each.
👉 Not sure who counts as a user? See Employees, Contractors, Clients, and Contacts: An Overview.
Where to Find Users
Settings > Users: all users in one list
Resourcing > Employees: employees and contractors
CRM > Contacts: clients and contacts
📌 Deactivated users are hidden by default. Adjust the filters to include them.
Adding Users
Go to Settings > Users and click Add user. Choose whether the person is an employee, contractor, or client, fill in their details, and decide whether to send the invitation now or later.
👉 Employees and contractors need a paid seat. Clients are free to add.
Find out more in Adding New Users.
Editing Users
Open the user’s profile. On the Info tab, you can change their name, email, job title, permission set, and contact info right in place. Use the other tabs for their cost rate or absence allowances.
Revoking Login Access
Stop someone from logging in for a while, for example during a sabbatical, without deactivating them. Their seat and data stay as they are.
Deactivating Users
Deactivation starts the offboarding process: the user’s open items (such as budgets, deals, and tasks) move to active users, and the user loses access to Productive.
From the list: in Settings > Users, click the deactivate icon at the end of the user’s row.
From the profile: open the three-dot menu in the top-right corner and select Deactivate.
📌 Users can’t be deleted permanently.
👉 Deactivating a user doesn’t reduce your paid seats. See Account Management: Adding and Removing Seats.
Reactivating Users
In Settings > Users, click the activate icon next to the user, or open their profile and select Activate from the three-dot menu.
📌 You can’t reactivate someone while their offboarding is still in progress.