Group 65Go to Productive
All Collections
Contacts and Companies

Contacts and Companies

Everything about contacts and companies in Productive

Kresimir avatar
6 articles in this collection
Written by Kresimir

Companies

Company list is usually a list of your clients. Each company can have multiple sales deals and contacts which you add here too.
Kresimir avatar
Written by Kresimir
Updated this week

Contacts

Your contacts are all the people you collaborate with. You can have your employees, clients and contractors here, or other contacts too.
Kresimir avatar
Written by Kresimir
Updated this week

Adding a new user

You can invite new people if you want to add them as users in your account. Invite people by sending an email or giving them a link.
Kresimir avatar
Written by Kresimir
Updated this week

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.
Kresimir avatar
Written by Kresimir
Updated this week

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.
Kresimir avatar
Written by Kresimir
Updated this week

Changing permissions

Permissions give users different access roles in your account. Change permissions at any time from the personal profile page of each user.
Kresimir avatar
Written by Kresimir
Updated this week