While building a custom permission set, the Try Out feature lets users preview and test custom permission sets to see how they affect user access in Productive.
This feature is useful for ensuring that the assigned permissions match the intended user experience. It allows the permission set creator to preview changes before finalizing them and applying the permission set to a user.
📌 While in the Try Out mode, users will primarily see data and functionalities based on the selected permission set. However, admins may encounter visibility of additional data or projects due to their inherent access rights, even if those are not aligned with the permission set being tested. This is important to keep in mind for accurate testing.
Accessing the "Try Out" Feature
Navigate to Settings > Permission sets
Select the desired permission set you want to test
Click on Try it out either from the main window (three-dot menu) or while building a specific permission set
User Perspective Preview
After initiating the Try Out mode, a banner labelled "You are currently viewing Productive with the permission set {permission set name}" will appear at the bottom left of the screen.
The interface will reflect the permissions and access levels defined in the selected permission set, providing a realistic view of how the application will appear and function for users assigned to that set.
Important: Scope of Testing
All specific objects and functionalities (e.g., tasks and projects) will be visible based on the user's actual permissions, ensuring a scoped but accurate representation.
For example, even when trying out the "Admin" permission set, you won't see all the data if it's not visible in your current permission set.
Any actions performed during the Try Out session, such as adding or editing documents or tasks, will be functional and saved.