What is the Champions Feature?
The Champions feature in Productive is a powerful tool designed to ensure that every organization has clearly identified power users or "champions" for specific areas within the platform.
These champions are the go-to people for any questions, updates, or issues related to their designated area.
This feature is crucial for maintaining a well-organized structure within your organization, especially when certain key users are deactivated or leave the company.
Importance of Champions
Internal Communication: Champions act as the main point of contact within your organization for their specific areas, ensuring that any internal issues or updates are promptly addressed.
External Communication: Productive can communicate directly with champions about feature updates, feedback, and new tools to enhance the organization’s use of the platform.
Continuity and Transition: If a champion is deactivated or leaves the organization, a successor must be nominated to ensure continuity in management and communication.
How Does it Work?
1) Setting Up Champions
Navigate to Settings > Champions in Productive.
Assign champions for specific domains within the organization, such as project management, invoicing, HR, and sales.
For smaller organizations, a single user can be assigned as a champion across multiple or all areas, ensuring that the organizational structure remains simple and efficient.
2) Champions’ Roles
General Champion: Oversees the overall implementation and use of Productive.
Resourcing Champion: Responsible for resource management.
Invoicing Champion: Responsible for invoicing and payments.
HR Champion: Responsible for people and time-off management.
Project Management Champion: Responsible for budgeting and project management.
Sales Champion: Manages deals, contacts, and CRM features.
Who Can See and Manage the Champions?
By default, only Admins (with the system permission set) can view and manage champions.
If you want other users to have this access, you can create a custom permission set and enable the "Administrate organization" permission for them.
Note: The "Administrate organization" permission also grants access to manage various other Settings, including: General and Sales settings, Organization security, Budgets, Time tracking, Company info, Invoicing, Purchase orders, Expenses, Document templates, Webhooks, Revenue recognition, and Single sign-on.
Key Takeaways
For smaller organizations, where one person might be a champion for multiple areas, you can apply the general champion across all functions.
In the case of deactivating a champion, you’ll be prompted to assign a new champion to maintain continuity.
Regularly review and update champion assignments to ensure the right individuals manage their respective areas, maintaining effective communication as your organization evolves.