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.

Assigning and Understanding User Permission Sets

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?

Understand the difference between a Project Manager and a Budget Owner, what each role covers, and how to assign them in Productive.

What's the Difference Between a Project Manager and a Budget Owner?

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

Understanding Profitability Manager Permissions

Learn why Productive blocks you from deleting a budget, deal, or service with related time entries, expenses, or bookings.

Why You Can't Delete a Budget, Deal, or Service (Beta)

Temporarily revoke access to Productive for certain users.

Revoke User Access

General Information

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

Custom Permission Sets

All permission groups and individual permissions available in Productive, used to create custom permission sets.

Permission Groups and Permissions

What happens when you give someone Superadmin permissions?

Superadmin Permissions

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

Try Out in Custom Permission Sets

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

Dependent Permissions in Custom Permission Sets

Guides for configuring custom permissions across Productive.

Tailoring Custom Permission Sets

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

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

Customizing Client Permissions

Control who can view and manage employee, contractor, client, and contact data.

People Management

Control which absence data managers can see by limiting their visibility to users within their own subsidiary.

Restricting Absence Visibility by Subsidiary

Control which absence data managers can see by limiting their visibility to direct and indirect reports only.

Restricting Absence Visibility by Reporting Line

Restrict which absence data managers can see, based on subsidiary or reporting line.

Absence Visibility

Control invoicing access in Productive and customize who can create, finalize, and manage invoices and payments.

Custom Invoicing Permissions

Define who can create, finalize, send, and manage invoices and payments.

Invoicing

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

Control who can set up and manage account integrations, webhooks, and Zapier triggers.

Integrations

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

Control who can access the Workload layout and view team capacity data.

Tasks

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