Go the Contacts tab in the main navigation and select "+" button.
Add a user
A user is someone who has credentials to log in to Productive, has a role with a set of permissions and can collaborate on projects, track their time and do other stuff.
Users can be:
- Employees - full-time members of your company. They have a defined monthly/hourly salary and a specific role.
- Clients - collaborate with your team on projects and tasks, and also depending on their permissions can have access to time entries and other info about budgets.
- Contractors - people that sometimes work with your team, but are not a part of your company.
Select a type of user you want to add.
Put down their details like e-mail address, name and job title and hit the Invite user button.
The user will receive an e-mail from Productive with a link for signing up.
Add a contact
A contact is someone you, for example, met in a meeting and want to save their contact information for the future reference.
A contact doesn't have credentials and can't log in to Productive. When you create a contact, you simply save the contact information of that person without sending an invite to join Productive.