Roles and Permissions

Everything about roles and permissions in Productive

9 articles in this collection
Written by Kresimir, Stjepan Šandor, and Ana-Marija Ravnjak

Understanding Roles and Permissions in Productive

What does each role in Productive mean and which basic permissions are linked to it?

Written by Ana-Marija Ravnjak
Updated over a week ago

Permissions by Role

Detailed overview of permissions for each role in Productive

Written by Stjepan Šandor
Updated over a week ago

Profitability Manager Role

Learn how to assign a Profitability Manager role, and the key difference from the Manager role

Written by Stjepan Šandor
Updated over a week ago

Client Portal

Inviting Clients to Productive

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

Written by Kresimir
Updated over a week ago

Adding Clients To Projects

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

Written by Kresimir
Updated over a week ago

What Can a Client See after Joining Productive?

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.

Written by Kresimir
Updated over a week ago

Managing Clients on a Project

Client can see only limited project information and collaborate on tasks. You can remove or add clients from projects easily.

Written by Kresimir
Updated over a week ago

Giving Clients Access to Budgets and Timesheets

You can give extended access to clients if you want them to see time entries and budgets. You can easily edit this at any time.

Written by Kresimir
Updated over a week ago

What Can a Client See On a Budget?

Clients can see only billable information on the budgets. You can turn on 'view as client' to see exactly what your clients see.

Written by Kresimir
Updated over a week ago