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