Productive

Add people to Productive and keep their details up to date.

Users and Employees

Add, edit, deactivate, and reactivate users in Productive, with a guide for each step.

User Management: Basic Overview

Overview of Employees, Contractors, Clients, and Contacts in Productive. Learn about permissions and collaboration in your workspace.

Employees, Contractors, Clients, and Contacts: An Overview

Add employees, contractors, and clients to Productive: invite them by email, add them without an invite, convert a contact, or import a CSV.

Adding New Users

Add contractors to Productive, manage their project and budget access, and set them up to track time and work on tasks.

Adding and Managing Contractors

Find a person's profile and see what each tab shows: details, time, planning, absence, activity, org chart, projects, and cost rates.

Viewing User and Contact Details

Edit employee, contractor, client, and contact details in Productive, including contact info, custom fields, and permissions.

Editing User and Contact Details

See a person's bookings and capacity directly from their profile, filtered to just them, with the same view as the Resource Planner.

The Planning Tab

Offboard users by transferring their items, ending their bookings, and tracking the process status.

Offboarding Users

Add employees and contractors, edit their details, and offboard them.

Adding and Managing Users

Use Employee fields and easily organize your employee and contractor details.

Employee Fields

See your company's reporting structure: who manages whom, and how many people each manager leads.

Organizational Chart

Assign a Manager to a person in the profile tab.

Assigning a Manager to an Employee

Create a role directory in Settings and assign a role to each person to add structure to your resourcing and reporting.

User Roles

Assign employees to subsidiaries if your organization has multiple company entities.

Assigning Users to Different Subsidiaries

Set up and track utilization targets by creating a field, assigning targets, adding them to reports, and applying custom formulas.

Setting Up Utilization Targets

Keep employee fields, managers, subsidiaries, and utilization targets up to date.

Employee Details and Org Chart

Learn what cost rates are in Productive, how they turn into hourly cost, and which article to use to set up, update, or check them.

Understanding Cost Rates

Add a cost rate for an employee or contractor, assign a holiday calendar, and check that everyone on your team has a cost rate.

Setting Up Cost Rates

Set up two-week work schedules, like 40/32-hour weeks or a nine-day fortnight, so capacity and time off are calculated correctly.

Alternating Cost Rates

Change a cost rate after a raise, delete one you no longer need, fix date errors, and check your changes in the Payroll report.

Updating or Deleting Cost Rates

See how Productive turns a salary into an hourly cost using the full period's working hours, and why the graph can differ.

Calculating Hourly Costs Based on Working Days

Add budget or deal-specific cost rates without changing your default cost rates.

Custom Cost Rates on Budgets and Deals

Set cost rates for people, and custom cost rates on budgets and deals.

Cost Rates

Invite clients to Productive for free and collaborate with them on tasks. Clients have very limited, filtered access to your account.

Inviting Clients to 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.

What Can a Client See after Joining Productive?

You can add clients to projects or remove them from projects. One client can collaborate on many projects in the same time.

Adding Clients To Projects

Manage client access and collaboration on projects in Productive, from task interaction to budget and timesheet visibility.

Managing Clients on a Project

Easily grant clients access to budgets and timesheets for real-time project updates. Control visibility with or without time approval.

Giving Clients Access to Budgets and Timesheets

Understand what clients can see on a budget in Productive, depending on your pricing plan and the permissions you set.

What Can a Client See On a Budget?

Invite clients, add them to projects, and choose what they can see.

Client Access

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.