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Roles and Permissions
Roles and Permissions
Everything about roles and permissions in Productive
9 articles in this collection
Written by
Kresimir,
Stjepan Šandor,
and
Luka Žic
Understanding Roles and Permissions in Productive
What does each role in Productive mean and which basic permissions are linked to it?
Written by
Luka Žic
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