Productive

Permissions give users different access levels in your account. Change permissions at any time from the personal profile page of each user.

Assigning User Permission Sets

Role-by-role reference for Productive’s default (system) permission sets: Admin, Manager, Profitability Manager, Coordinator, Staff, Client, and Contractor.

Default Permission Sets: Employees, Clients, and Contractors

Learn about Productive's default permission sets to better understand what they enable or restrict for assigned users.

User Permissions Overview

Explore changing user access permissions in Productive.

Permission Set Management: Who Can Make Changes?

Understand the difference between a Project Manager and a Budget Owner, what each role covers, and how to assign them in Productive.

What's the Difference Between a Project Manager and a Budget Owner?

Learn more about the Profitability Manager permission set and how it differs from the Manager.

Understanding Profitability Manager Permissions

Learn why Productive blocks you from deleting a budget, deal, or service with related time entries, expenses, or bookings.

Why You Can't Delete a Budget, Deal, or Service

Temporarily revoke access to Productive for certain users.

Revoke User Access

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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.

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

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