Productive offers customizable permission sets to effectively control access to integration settings within your organization.
These permissions help you manage who can access, view, or manage integrations, ensuring sensitive data remains protected.
Check out this article and learn how to configure custom permission sets to ensure that only authorized users manage integrations.
Custom permission sets are available on the Ultimate subscription plan.
Setting Up Custom Permission Sets
1) Creating 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 assign to your users.
2) Adjusting Permissions for Managing Integration Settings
In the Integrations section, you can customize permissions for viewing and managing various integration settings:
Manage personal integrations
Allows users to set up Google and Outlook calendar integrations, and personal Slack integration.View task management integrations
Allows users to utilize the Jira widget for time tracking and to see Jira links in tasks in Productive. It's useful for custom roles focused on time tracking.Manage task management integrations
This permission enables users to connect projects to Jira, a task typically handled by managers or a custom role responsible for integration management.Manage organizational integrations
Allows users to set up SSO, accounting, and HR integrations.
3) Default Permission Sets
Productive includes system default permission sets, which provide a starting point (base permission set) when creating your custom permission set.
These default sets have pre-included permissions, making it easier to decide which base set to use.
Note: Contractor permission set cannot be adjusted with custom permissions.
4) Finalizing and Applying Permissions
Once you've configured the permissions, save your new permission set and assign it to the appropriate users.
This setup ensures that your organization’s data is well-protected, with access to integration settings granted only to those who require it.
Use Case: Integration Permissions and Invoicing
To export invoices (and, where applicable, expenses) to connected accounting tools, only the relevant invoice and expense permissions are required.
Integration permissions, specifically "Manage organizational integrations," are only necessary for the initial connection and configuration of the integration.
This setup is typically managed by an admin or another user with access to the integration setup tool.
It's common for these roles to be filled by different users: one admin sets up the integration, while another user, often a member of the accounting team, handles the exports.
Users with the following permissions can export invoices and expenses without needing any integration permissions:
Add, edit, and delete invoices and payments
Add, edit, and delete all expenses
