Basic Productive account settings
By Luka and 5 others6 authors49 articles
Currency SettingsCheck and adjust your monetary options like default currency, financial numbers precision, and default markup on expenses.
Overhead CostAdd your company cost overhead to make sure it gets included in the profitability reports.
My ProfileEdit your profile by giving yourself an avatar, changing your name and contact details. Your profile page shows your work log as well.
Weekly ReportsWeekly report summarizes everything that happened in your company for the past week. It will arrive to your email inbox every week.
Account Security SettingsChange your password, enable 2FA, see device activity, and enable Account access in Security settings.
Notification SettingsSet up in-app and email notification settings.
Two-Factor Authentication (2FA)Learn how to enable and use two-factor authentication in Productive
Account AccessLearn how to allow a customer support agent to access your account and perform any actions on your behalf
ThemesChange the look and feel of Productive using Themes
API AccessConnect to Productive via public API
General SettingsSet up location and format settings, work time, currency, and numbering scheme in the general settings.
Required Custom FieldsSet custom fields as required when creating deals, budgets, and more.
TeamsOrganize people into Teams.
Locale SettingsChange locale settings for your country.
Set Sunday as The First Day of The WeekChange the first day of the week from Monday to Sunday
General Numbering SchemeCreate custom numbering sequences for projects, budgets, and tasks.
Service TypesService types define what you sell to your clients. Define service types as cost centers on which employees track time against each budget.
Sales SettingsSet up your sales pipeline stages and lost reasons in sales settings.
Sales Pipeline StagesSales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.
Custom FieldsLearn how to create and modify custom fields
Date Custom FieldCreate a field with a "date" value in Productive
Multi-select Custom FieldAssign more than one custom fields to one object using multi-select fields.
Task Custom Fields LibraryTask Custom Fields Library allows you to use the same task custom fields on all projects.
Recycle binFind and restore deleted items.
Enforce Two-Factor Authentication (2FA) For Your OrganizationImprove security by making 2FA mandatory for all users in your organization
Organization ChartVizualize your company's internal structure and relationship hierarchy.
User ManagementCreate new users in Productive and invite them to collaborate immediately or at a later point. Edit or deactivate existing users.
Creating Workplaces Across SubsidiariesDistribute your team in workplaces if your organization has multiple subsidiaries
Holidays and Time Off SettingsChange your Holidays or add paid and unpaid events in Resourcing settings.
Email Time RemindersSet up the preferred schedule for sending time reminder emails
PlaceholdersUse Placeholders to plan and add users without access to Productive to Resourcing.
Company InfoSet up your default company billing info and your company logo here. This is what the customers will see on the invoices you send them.
Multiple SubsidiariesIf you have multiple offices you can register them as different subsidiaries. This can be used for billing purposes.
Set Holidays For Different Workplaces (Subsidiaries)Set different holiday calendars across subsidiaries or per person.
Fixed Price Revenue Recognition ModelsSelect the appropriate way revenue is reported for fixed price services
Data Import Using .csv TemplatesImport companies, contacts, entitlements, expenses, rates, time off bookings, and users.
Switching to Productive from HarvestIf 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.
Document TemplatesSet up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.
Single Sign-On (SSO)Set up SSO for your organization
Enable SSO Using Microsoft AzureSet up single sign-on using Microsoft Azure
Enable SSO Using Google WorkspaceSet up single sign-on using Google Workspace
Enable SSO Using OktaSet up single sign-on using Okta
Using Webhooks in ProductiveHow to set up Webhooks in Productive
Connect Jira To Projects in Productive
Add and Remove Seats From Your AccountLearn how to Add and remove seats from your account, update your pricing plan and payment method.
Audit LogReview all changes and updates in your organization.
Add a Credit Card to Your AccountLearn how to add and change your credit card associated with your Productive account.
Multiple OrganizationsYou can manage multiple organizations with your Productive account. You will be able to switch between accounts with a single click.
Change the Owner of your Productive Account / Deactivate Your AccountTransfer the ownership of your account to someone else