Go to Productive
All Collections
Contacts and Companies
Contacts and Companies
Everything about contacts and companies in Productive
9 articles in this collection
Written by
Kresimir
and
Mihovil Nakic
Contacts
Contacts
Your contacts are all the people you collaborate with. You can have your employees, clients, and contractors here, or other contacts too.
Written by
Kresimir
Updated over a week ago
Inviting People to Productive
Inviting people to Productive is easy. Learn how to invite employees, contractors and clients to your account.
Written by
Kresimir
Updated over a week ago
Adding a New User or a Contact
You can invite new people if you want to add them as users to your account. Invite people by sending an email or providing them with a link.
Written by
Kresimir
Updated over a week ago
Viewing User Details
You can get detailed activity reports for your users. Their work log, time entries and projects are listed on their personal profile page.
Written by
Kresimir
Updated over a week ago
Editing a User
If you want to edit a user, you can change their permissions, cost rate, tags, or even deactivate them if they don't work with you anymore.
Written by
Kresimir
Updated over a week ago
Changing Permissions
Permissions give users different access roles in your account. Change permissions at any time from the personal profile page of each user.
Written by
Kresimir
Updated over a week ago
Setting Up Cost Rates
Add employee cost rates and track their salaries. Employee cost rate gets removed from your margins for every hour this employee tracks.
Written by
Kresimir
Updated over a week ago
Companies
Companies
Company list is usually a list of your clients. Each company can have multiple sales deals and contacts which you add here too.
Written by
Kresimir
Updated over a week ago
Company Codes
Learn how company codes are generated.
Written by
Mihovil Nakic
Updated over a week ago