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Basic Productive account settings
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47 articles in this collection
Written by
Kresimir,
Stjepan Šandor,
Mihovil Nakic
and 2 others
Currency Settings
Check and adjust your monetary options like default currency, financial numbers precision, and default markup on expenses.
Written by
Luka Žic
Updated over a week ago
Overhead Cost
Add your company cost overhead to make sure it gets included in the profitability reports.
Written by
Luka Žic
Updated over a week ago
Personal Settings
My Profile
Edit your profile by giving yourself an avatar, changing your name and contact details. Your profile page shows your work log as well.
Written by
Kresimir
Updated over a week ago
Weekly Reports
Weekly report summarizes everything that happened in your company for the past week. It will arrive to your email inbox every week.
Written by
Kresimir
Updated over a week ago
Notification Settings
Set up in-app and e-mail notification settings
Written by
Mihovil Nakic
Updated over a week ago
Account Security Settings
Change your password, enable 2FA, see device activity, and enable Account access in Security settings.
Written by
Kresimir
Updated over a week ago
Two-Factor Authentication (2FA)
Learn how to enable and use two-factor authentication in Productive
Written by
Stjepan Šandor
Updated over a week ago
Account Access
Learn how to allow a customer support agent to access your account and perform any actions on your behalf
Written by
Mihovil Nakic
Updated over a week ago
Themes
Change the look and feel of Productive using Themes
Written by
Stjepan Šandor
Updated over a week ago
API Access
Connect to Productive via public API
Written by
Mihovil Nakic
Updated over a week ago
Organization Settings
General Settings
Set up location and format settings, work time, currency, and numbering scheme in General Settings
Written by
Kresimir
Updated over a week ago
Required Custom Fields
Set custom fields as required when creating deals, budgets, and more.
Written by
Mihovil Nakic
Updated over a week ago
Locale Settings
Change locale settings for your country.
Written by
Stjepan Šandor
Updated over a week ago
General Numbering Scheme
Create custom numbering sequences for projects, budgets, and tasks.
Written by
Mihovil Nakic
Updated yesterday
Set Sunday as The First Day of The Week
Change the first day of the week from Monday to Sunday
Written by
Stjepan Šandor
Updated over a week ago
Addons
You can turn on a number of Addons that will expand your account with additional functionalities.
Written by
Kresimir
Updated over a week ago
Service Types
Service types define what you sell to your clients. Define service types as cost centers on which employees track time against each budget.
Written by
Kresimir
Updated over a week ago
Sales Settings
Set up your sales pipeline stages and lost reasons in sales settings.
Written by
Kresimir
Updated over a week ago
Sales Pipeline Stages
Sales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.
Written by
Kresimir
Updated over a week ago
Custom Fields
Learn how to create and modify custom fields
Written by
Stjepan Šandor
Updated over a week ago
Date Custom Field
Create a field with a "date" value in Productive
Written by
Stjepan Šandor
Updated over a week ago
Multi-select Custom Field
Assign more than one custom fields to one object using multi-select fields.
Written by
Stjepan Šandor
Updated over a week ago
Task Custom Fields Library
Task Custom Fields Library allows you to use the same task custom fields on all projects.
Written by
Stjepan Šandor
Updated over a week ago
Recycle bin
Find and restore deleted items.
Written by
Mihovil Nakic
Updated over a week ago
Enforce Two-Factor Authentication (2FA) For Your Organization
Improve security by making 2FA mandatory for all users in your organization
Written by
Bruno Ilišević
Updated over a week ago
User Management
User Management
Create new users in Productive and invite them to collaborate immediately or at a later point. Edit or deactivate existing users.
Written by
Luka Žic
Updated over a week ago
Creating Workplaces Across Subsidiaries
Distribute your team in workplaces if your organization has multiple subsidiaries
Written by
Stjepan Šandor
Updated over a week ago
Time and Resource Management
Holidays and Time Off Settings
Change your Holidays or add paid and unpaid events in Scheduling settings.
Written by
Kresimir
Updated over a week ago
Email Time Reminders
Set up the preferred schedule for sending time reminder emails
Written by
Stjepan Šandor
Updated over a week ago
Placeholders
Use Placeholders to plan and add users without access to Productive to Scheduling.
Written by
Stjepan Šandor
Updated over a week ago
Financials and Invoicing
Company Info
Set up your default company billing info and your company logo here. This is what the customers will see on the invoices you send them.
Written by
Kresimir
Updated over a week ago
Multiple Subsidiaries
If you have multiple offices you can register them as different subsidiaries. This can be used for billing purposes.
Written by
Kresimir
Updated over a week ago
Set Holidays For Different Workplaces (Subsidiaries)
Learn how national holidays are observed across subsidiaries
Written by
Stjepan Šandor
Updated over a week ago
Fixed Price Revenue Recognition Models
Select the appropriate way revenue is reported for fixed price services
Written by
Stjepan Šandor
Updated over a week ago
Documents and Import
Data Import Using .csv Templates
Import companies, contacts, entitlements, expenses, rates and time off bookings.
Written by
Kresimir
Updated over a week ago
Switching to Productive from Harvest
If you used Harvest, some terms will be familiar to you, while others will may not. Here's a brief overview of the most common terms.
Written by
Kresimir
Updated over a week ago
Document Templates
Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.
Written by
Kresimir
Updated over a week ago
Integrations
Single Sign-On (SSO)
Set up SSO for your organization
Written by
Stjepan Šandor
Updated over a week ago
Enable SSO Using Microsoft Azure
Set up single sign-on using Microsoft Azure
Written by
Mihovil Nakic
Updated over a week ago
Enable SSO Using Google Workspace
Set up single sign-on using Google Workspace
Written by
Stjepan Šandor
Updated over a week ago
Enable SSO Using Okta
Set up single sign-on using Okta
Written by
Stjepan Šandor
Updated over a week ago
Using Webhooks in Productive
How to set up Webhooks in Productive
Written by
Stjepan Šandor
Updated over a week ago
Connect Jira To Projects in Productive
Written by
Stjepan Šandor
Updated over a week ago
Ownership
Add and Remove Seats From Your Account
Learn how to Add and remove seats from your account, update your pricing plan and payment method.
Written by
Mihovil Nakic
Updated over a week ago
Add a Credit Card to Your Account
Learn how to add and change your credit card associated with your Productive account.
Written by
Mihovil Nakic
Updated over a week ago
Multiple Organizations
You can manage multiple organizations with your Productive account. You will be able to switch between accounts with a single click.
Written by
Kresimir
Updated over a week ago
Change the Owner of your Productive Account / Deactivate Your Account
Transfer the ownership of your account to someone else
Written by
Stjepan Šandor
Updated over a week ago