To effectively manage access to sensitive information within your organization, Productive offers customizable permission sets, including options for different user types such as employees and contractors.
Here’s how you can customize these permissions to ensure that only authorized users have access to data specific to your employees and contractors.
Custom permission sets are available on the Ultimate subscription plan.
Setting Up Custom Permission Sets
Create a New Permission Set
To begin, navigate to Settings > Permission sets and select "+ New permission set." This will allow you to build a tailored set of permissions that you can apply to your users.
Adjust Permissions for Employees & Contractors
In this section, you can customize permissions related to viewing, adding, managing, and editing employee and contractor information.
Specific options include:
View contact info
See contact information (address, phone, email, website) of employees and contractors.View employee fields
Set who can view non-sensitive employee fields.Add, edit, and delete employee fields
Decide who can modify or delete employee fields.View sensitive employee fields
Restrict access to sensitive employee information, ensuring only authorized users can view these fields.Add, edit, and delete employee sensitive fields
Define who can manage sensitive employee data.Deactivate and offboard employees and contractors
Deactivate users and transfer their items.Add and manage employees and contractors
Control who can add new employees or contractors and manage existing ones.Change manager and subsidiary (Superadmin)
Change a user's manager or subsidiary.Change users' permission sets (Superadmin)
Decide who can change and assign permission sets to your employees.View employees and contractors
Determine which users can view employee and contractor profiles.View your own capacity & availability
See your personal availability and capacity in Resource Planner, reports, and widgets.View employees' capacity & availability
Access the capacity and availability of other employees in Resource Planner, reports, and widgets.
Change manager and subsidiary and Change users' permission sets are tagged Superadmin.
These permissions can affect other, hierarchy- or subsidiary-based permissions elsewhere in Productive, so treat them as admin-level decisions.
👉 See Superadmin Permissions for details.
Finalizing and Applying Permissions
After configuring the permissions to suit your needs, save and assign your new permission set to the relevant users.
This setup ensures that your organization’s data is protected, with access granted only to those who need it.
