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.

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

Explore changing user access permissions in Productive.

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

Temporarily revoke access to Productive for certain users.

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

What happens when you give someone Superadmin permissions?

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

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

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

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

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

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

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

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