Productive

Add, edit, deactivate, and reactivate users in Productive, with a guide for each step.

User Management: Basic Overview

Overview of Employees, Contractors, Clients, and Contacts in Productive. Learn about permissions and collaboration in your workspace.

Employees, Contractors, Clients, and Contacts: An Overview

Add employees, contractors, and clients to Productive: invite them by email, add them without an invite, convert a contact, or import a CSV.

Adding New Users

Add contractors to Productive, manage their project and budget access, and set them up to track time and work on tasks.

Adding and Managing Contractors

Find a person's profile and see what each tab shows: details, time, planning, absence, activity, org chart, projects, and cost rates.

Viewing User and Contact Details

Edit employee, contractor, client, and contact details in Productive, including contact info, custom fields, and permissions.

Editing User and Contact Details

See a person's bookings and capacity directly from their profile, filtered to just them, with the same view as the Resource Planner.

The Planning Tab

Offboard users by transferring their items, ending their bookings, and tracking the process status.

Offboarding Users

Add employees and contractors, edit their details, and offboard them.

Adding and Managing Users

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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