Productive

Clients and Client Companies

Invite clients to Productive for free and collaborate with them on tasks. Clients have very limited, filtered access to your account.

Inviting Clients to Productive

You can add clients to projects or remove them from projects. One client can collaborate on many projects in the same time.

Adding Clients To Projects

Client can see only limited information on the project they are a part of. Your data is safe. Clients see things on a need-to-know basis.

What Can a Client See after Joining Productive?

Manage client access and collaboration on projects in Productive, from task interaction to budget and timesheet visibility.

Managing Clients on a Project

Easily grant clients access to budgets and timesheets for real-time project updates. Control visibility with or without time approval.

Giving Clients Access to Budgets and Timesheets

Understand what clients can see on a budget in Productive, depending on your pricing plan and the permissions you set.

What Can a Client See On a Budget?

Client Portal

Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive.

Adding Client Companies

Organize client interactions in Productive's company pages. Manage projects, deals, budgets, invoices, contacts, and more, all in one place.

Managing Client Company Pages

Learn how to edit and manage company codes in Productive.

Company Codes in Productive

Learn how to archive and restore companies in Productive.

Archiving and Restoring Client Companies

Client Companies

Find answers and get help from Intercom Support and Community Experts

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