Productive

Everything about roles and permissions in Productive.

Roles and Permissions

Permissions give users different access levels in your account. Change permissions at any time from the personal profile page of each user.

Adjusting User Permissions

Learn about Productive's default permission sets to better understand what they enable or restrict for assigned users.

User Permissions Overview

Explore changing user access permissions in Productive.

Permission Set Management: Who Can Make Changes?

Learn more about the Profitability Manager permission set and how it differs from the Manager.

Understanding Profitability Manager Permissions

Temporarily revoke access to Productive for certain users.

Revoke User Access

General Information

Select permissions and build a custom permission set for your team.

Permission Builder

What happens when you give someone Superadmin permissions?

Permission Builder: Superadmin Permission

Test the permission set you are building as you add or remove permissions.

Permission Builder: Try Out

Understand dependent permissions in Productive—how enabling/disabling key permissions automatically links related access.

Dependent Permissions in Custom Permission Sets

Create custom client permission sets and decide which specific permissions you want to include. Assign the custom permission set to clients.

Customizing Client Permissions

Tailor who can view, add, and manage data for your employees and contractors with custom permission sets.

Managing Permissions for Employee and Contractor Management

Tailor who can view, add, and manage data for your clients and contacts with custom permission sets.

Managing Permissions for Client and Contact Management

Learn how to set up custom permissions for time entry approvals, ensuring only authorized users can approve time entries in Productive.

Managing Time Entry Approval Permissions

Manage who can access, view, or control integrations in your account using customizable permission sets for refined access control.

Managing Access to Account Integration Settings

Managing Access to Webhook and Zapier Settings

Custom permission sets allow you to tailor access to the Task Workload Layout, enabling you to control who can view workload data.

Managing Access to the Task Workload Layout

Learn how to set up custom time-off permissions for managers to view data only for users in their own subsidiary/workplace in Productive.

Custom Time-Off Permissions for Subsidiary Access

Control invoicing access in Productive using the Permission Builder—customize who can create, finalize, and manage invoices and payments.

Custom Invoicing Permissions

Tailoring Custom Permission Sets

Find answers and get help from Intercom Support and Community Experts

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