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data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_8d58781f48" href="#h_8d58781f48" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/38844-user-management" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">User Management</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/3547303-user-and-contact-management" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">User and Contact Management</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Employees, Contractors, Clients, and Contacts: An Overview</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Employees, Contractors, Clients, and Contacts: An Overview</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Overview of Employees, Contractors, Clients, and Contacts in Productive. Learn about permissions and collaboration in your workspace.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated over 2 weeks ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" 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text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_92ff1ce35c" href="#h_92ff1ce35c" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_92ff1ce35c" href="#h_92ff1ce35c" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_92ff1ce35c" href="#h_92ff1ce35c" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_92ff1ce35c" href="#h_92ff1ce35c" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_26d8521ff7" href="#h_26d8521ff7" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_332e576b7c" href="#h_332e576b7c" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_8d58781f48" href="#h_8d58781f48" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In Productive, you can collaborate with various individuals classified as <b>Employees</b>, <b>Contractors</b>, <b>Clients</b>, and <b>Contacts</b>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>These classifications help you manage different relationships and access levels within your organization. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here's a breakdown of each category:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_fea0d49500">Users vs. Non-Users</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Individuals in Productive are divided into <b>Users</b> (Employees, Contractors, Clients) and <b>Non-Users</b> (Contacts). Users have login access to Productive, while Contacts do not.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Employees and Contractors</b> are part of your organization and count as paid seats.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Clients</b> and <b>Contacts</b> are external to your organization and do not count as paid seats. Contacts can be converted to Users if needed.</p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_92ff1ce35c">Employees</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Employees are integral to your organization, using Productive to track time and work, request time off, and deliver projects. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Their permissions, which determine what they can see and do within Productive, can be adjusted using <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">system permissions</a> or <a href="https://help.productive.io/en/articles/8517221-permission-builder">custom permission sets</a> for greater flexibility.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Manage and add employees in <b>Settings</b> > <b>Users</b> or <b>Resourcing</b> > <b>Employees</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1161002347/7b6644c528f4092aa1325d14/Screenshot+2024-08-28+at+13_44_43.png?expires=1732761000&signature=364d72e34def009005c70e46de68f6e56ccbaa14483a0808150f6c84a8009d6f&req=dSEhF8l%2Bn4JbXvMW1HO4zcYPYYVbhN75cEOWjr62nAzhyTiGyWZ28Ld1lcQD%0Az4gV1qexQYqWGIEmxlk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1161002347/7b6644c528f4092aa1325d14/Screenshot+2024-08-28+at+13_44_43.png?expires=1732761000&signature=364d72e34def009005c70e46de68f6e56ccbaa14483a0808150f6c84a8009d6f&req=dSEhF8l%2Bn4JbXvMW1HO4zcYPYYVbhN75cEOWjr62nAzhyTiGyWZ28Ld1lcQD%0Az4gV1qexQYqWGIEmxlk%3D%0A" width="2836" height="1322"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_92ff1ce35c">Contractors</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Contractors work with your organization but may be employed elsewhere. While they are not part of your company, they have login access and can collaborate on projects and manage tasks. Contractors are also considered paid seats.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Similar to employees, manage and add contractors in <b>Settings</b> > <b>Users</b> or <b>Resourcing</b> > <b>Employees</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1161002592/fb8d214e06553317cc83660d/Screenshot+2024-08-28+at+13_46_48.png?expires=1732761000&signature=7672a5211b731d412f7d442e7e7e6ab8c6345182542e5d196e3469413a32ca35&req=dSEhF8l%2Bn4RWW%2FMW1HO4zW9vCa%2B3bq4h5e7H5beRcCfBo3LLW0L2Y1APCNix%0ASLkUjoIzEgmgCITiXlo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1161002592/fb8d214e06553317cc83660d/Screenshot+2024-08-28+at+13_46_48.png?expires=1732761000&signature=7672a5211b731d412f7d442e7e7e6ab8c6345182542e5d196e3469413a32ca35&req=dSEhF8l%2Bn4RWW%2FMW1HO4zW9vCa%2B3bq4h5e7H5beRcCfBo3LLW0L2Y1APCNix%0ASLkUjoIzEgmgCITiXlo%3D%0A" width="2854" height="1322"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_92ff1ce35c">Clients</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://help.productive.io/en/articles/2179579-inviting-clients-to-productive">Clients</a> are individuals you invite to Productive to collaborate on specific projects. They have limited visibility, primarily tied to the projects and companies you set up in Productive. Client permissions are divided into:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Client Staff</b>: Can view and collaborate on tasks and projects.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Client Managers</b>: Have access to budgets and basic financial data.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><a href="https://help.productive.io/en/articles/9273131-permission-builder-client-permissions">Custom client permissions</a> can also be created for more tailored access.</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Manage and add clients in <b>Settings</b> > <b>Users</b> or <b>CRM</b> > <b>Contacts</b>.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1161002832/3286cb9cdba495081c2fcd21/Screenshot+2024-08-28+at+13_45_39.png?expires=1732761000&signature=02802247eec0ed1ea34c34b2dab732c4759369b749b56c192241f7ab307abc9c&req=dSEhF8l%2Bn4lcW%2FMW1HO4zcClvrGI2RypFA%2BZCQ4IQoLIG4%2BnxtSJjlA5YVQU%0A1nI%2BbGqlq3CUW9QyG2M%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1161002832/3286cb9cdba495081c2fcd21/Screenshot+2024-08-28+at+13_45_39.png?expires=1732761000&signature=02802247eec0ed1ea34c34b2dab732c4759369b749b56c192241f7ab307abc9c&req=dSEhF8l%2Bn4lcW%2FMW1HO4zcClvrGI2RypFA%2BZCQ4IQoLIG4%2BnxtSJjlA5YVQU%0A1nI%2BbGqlq3CUW9QyG2M%3D%0A" width="2896" height="1272"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_92ff1ce35c">Contacts</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Contacts serve as repositories for information such as notes, contact details, and emails. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>They <b>do not have login access</b> but can be linked to specific <a href="https://help.productive.io/en/articles/2179668-adding-client-companies">companies</a> within Productive. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Contacts <b>can be converted to Users</b> (Employees, Contractors, or Clients) at any time.</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Find, add, and manage all your contact information in <b>CRM</b> > <b>Contacts</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_26d8521ff7">Profile Page Tabs</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The profile pages for these individuals offer different tabs depending on their role.<br/></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_332e576b7c">Contacts</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Have <b>Info</b>, <b>Feed,</b> and <b>Emails tabs</b>.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1162226127/717d530036e9446edcf96f5b/Screenshot+2024-08-29+at+12_52_29.png?expires=1732761000&signature=24e7a53ab704ea815bce7061bbe52b2c231aa41a7082fdcb7753c05630a22a83&req=dSEhFMt8m4BdXvMW1HO4zYFB7IYKQqhB%2FRRaRRsTH3ziUPrZG%2BGQWO%2FENh2D%0AFudLG%2BnF7Qjto8tFGBM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1162226127/717d530036e9446edcf96f5b/Screenshot+2024-08-29+at+12_52_29.png?expires=1732761000&signature=24e7a53ab704ea815bce7061bbe52b2c231aa41a7082fdcb7753c05630a22a83&req=dSEhFMt8m4BdXvMW1HO4zYFB7IYKQqhB%2FRRaRRsTH3ziUPrZG%2BGQWO%2FENh2D%0AFudLG%2BnF7Qjto8tFGBM%3D%0A" width="3836" height="1464"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_8d58781f48">Employees, Contractors, and Clients</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Depending on their permissions and usage, they may have the following tabs:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Info Tab</b>: Contains essential information about the person, including their <b>employee details</b> (job title, workplace, permission set, manager, assigned service types, teams, tags, and information about automatic time tracking) and any <a href="https://help.productive.io/en/articles/9767145-employee-fields-beta">employee fields</a> they have been assigned. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Time Tab: </b>Contains the <b>Overview</b> and <b>Time entries</b> sections, offering a snapshot of the user’s capacity, availability, bookings, and logged time.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Time Off</b>: Displays all assigned time-off allocations, alongside requested and past time off.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Work Log</b>: Shows activity for users or clients.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Org Chart</b>: Displays the user's position in the organizational hierarchy.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Feed</b>: Contains activity such as comments, attachments, and changes.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Emails</b>: Displays emails associated with the contact, if using Productive's email inbox feature.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Projects</b>: Lists all projects accessible to the person.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Cost Rates</b>: An overview of the user’s current and past cost rates (salary), visible to admins only.</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1248625539/79046bf2db57ab23839777f0a2e5/Screenshot+2024-11-12+at+12_23_55.png?expires=1732761000&signature=79d50b8420b389d5654cc38b8d31f22cf9797c7d37ce6d144f33bea149abf4c7&req=dSIjHs98mIRcUPMW1HO4zRyiXze18RMnIJYAH6SYzaxUq6mI8SwiMqoRa0AZ%0Ap56FH2g2WNndR%2BtlKd8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1248625539/79046bf2db57ab23839777f0a2e5/Screenshot+2024-11-12+at+12_23_55.png?expires=1732761000&signature=79d50b8420b389d5654cc38b8d31f22cf9797c7d37ce6d144f33bea149abf4c7&req=dSIjHs98mIRcUPMW1HO4zRyiXze18RMnIJYAH6SYzaxUq6mI8SwiMqoRa0AZ%0Ap56FH2g2WNndR%2BtlKd8%3D%0A" width="1666" height="1498"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"1c2d38bf-79e3-4f56-b108-5a320472f0f4","role":"visitor_role"},"articleContent":{"articleId":"2179641","author":null,"blocks":[{"type":"paragraph","text":"In Productive, you can collaborate with various individuals classified as \u003cb\u003eEmployees\u003c/b\u003e, \u003cb\u003eContractors\u003c/b\u003e, \u003cb\u003eClients\u003c/b\u003e, and \u003cb\u003eContacts\u003c/b\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"These classifications help you manage different relationships and access levels within your organization. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Here's a breakdown of each category:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Users vs. Non-Users","idAttribute":"h_fea0d49500"},{"type":"paragraph","text":"Individuals in Productive are divided into \u003cb\u003eUsers\u003c/b\u003e (Employees, Contractors, Clients) and \u003cb\u003eNon-Users\u003c/b\u003e (Contacts). Users have login access to Productive, while Contacts do not.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eEmployees and Contractors\u003c/b\u003e are part of your organization and count as paid seats.\n- \u003cb\u003eClients\u003c/b\u003e and \u003cb\u003eContacts\u003c/b\u003e are external to your organization and do not count as paid seats. Contacts can be converted to Users if needed.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eEmployees and Contractors\u003c/b\u003e are part of your organization and count as paid seats.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eClients\u003c/b\u003e and \u003cb\u003eContacts\u003c/b\u003e are external to your organization and do not count as paid seats. Contacts can be converted to Users if needed.","class":"no-margin"}]}]},{"type":"heading","text":"Employees","idAttribute":"h_92ff1ce35c"},{"type":"paragraph","text":"Employees are integral to your organization, using Productive to track time and work, request time off, and deliver projects. ","class":"no-margin"},{"type":"paragraph","text":"Their permissions, which determine what they can see and do within Productive, can be adjusted using \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003esystem permissions\u003c/a\u003e or \u003ca href=\"https://help.productive.io/en/articles/8517221-permission-builder\"\u003ecustom permission sets\u003c/a\u003e for greater flexibility.","class":"no-margin"},{"type":"paragraph","text":"Manage and add employees in \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003eUsers\u003c/b\u003e or \u003cb\u003eResourcing\u003c/b\u003e \u0026gt; \u003cb\u003eEmployees\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1161002347/7b6644c528f4092aa1325d14/Screenshot+2024-08-28+at+13_44_43.png?expires=1732761000\u0026signature=364d72e34def009005c70e46de68f6e56ccbaa14483a0808150f6c84a8009d6f\u0026req=dSEhF8l%2Bn4JbXvMW1HO4zcYPYYVbhN75cEOWjr62nAzhyTiGyWZ28Ld1lcQD%0Az4gV1qexQYqWGIEmxlk%3D%0A","width":2836,"height":1322},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Contractors","idAttribute":"h_92ff1ce35c"},{"type":"paragraph","text":"Contractors work with your organization but may be employed elsewhere. While they are not part of your company, they have login access and can collaborate on projects and manage tasks. Contractors are also considered paid seats.","class":"no-margin"},{"type":"paragraph","text":"Similar to employees, manage and add contractors in \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003eUsers\u003c/b\u003e or \u003cb\u003eResourcing\u003c/b\u003e \u0026gt; \u003cb\u003eEmployees\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1161002592/fb8d214e06553317cc83660d/Screenshot+2024-08-28+at+13_46_48.png?expires=1732761000\u0026signature=7672a5211b731d412f7d442e7e7e6ab8c6345182542e5d196e3469413a32ca35\u0026req=dSEhF8l%2Bn4RWW%2FMW1HO4zW9vCa%2B3bq4h5e7H5beRcCfBo3LLW0L2Y1APCNix%0ASLkUjoIzEgmgCITiXlo%3D%0A","width":2854,"height":1322},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Clients","idAttribute":"h_92ff1ce35c"},{"type":"paragraph","text":"\u003ca href=\"https://help.productive.io/en/articles/2179579-inviting-clients-to-productive\"\u003eClients\u003c/a\u003e are individuals you invite to Productive to collaborate on specific projects. They have limited visibility, primarily tied to the projects and companies you set up in Productive. Client permissions are divided into:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eClient Staff\u003c/b\u003e: Can view and collaborate on tasks and projects.\n- \u003cb\u003eClient Managers\u003c/b\u003e: Have access to budgets and basic financial data.\n- \u003ca href=\"https://help.productive.io/en/articles/9273131-permission-builder-client-permissions\"\u003eCustom client permissions\u003c/a\u003e can also be created for more tailored access.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eClient Staff\u003c/b\u003e: Can view and collaborate on tasks and projects.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eClient Managers\u003c/b\u003e: Have access to budgets and basic financial data.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003ca href=\"https://help.productive.io/en/articles/9273131-permission-builder-client-permissions\"\u003eCustom client permissions\u003c/a\u003e can also be created for more tailored access.","class":"no-margin"}]}]},{"type":"paragraph","text":"Manage and add clients in \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003eUsers\u003c/b\u003e or \u003cb\u003eCRM\u003c/b\u003e \u0026gt; \u003cb\u003eContacts\u003c/b\u003e.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1161002832/3286cb9cdba495081c2fcd21/Screenshot+2024-08-28+at+13_45_39.png?expires=1732761000\u0026signature=02802247eec0ed1ea34c34b2dab732c4759369b749b56c192241f7ab307abc9c\u0026req=dSEhF8l%2Bn4lcW%2FMW1HO4zcClvrGI2RypFA%2BZCQ4IQoLIG4%2BnxtSJjlA5YVQU%0A1nI%2BbGqlq3CUW9QyG2M%3D%0A","width":2896,"height":1272},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Contacts","idAttribute":"h_92ff1ce35c"},{"type":"paragraph","text":"Contacts serve as repositories for information such as notes, contact details, and emails. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- They \u003cb\u003edo not have login access\u003c/b\u003e but can be linked to specific \u003ca href=\"https://help.productive.io/en/articles/2179668-adding-client-companies\"\u003ecompanies\u003c/a\u003e within Productive. \n- Contacts \u003cb\u003ecan be converted to Users\u003c/b\u003e (Employees, Contractors, or Clients) at any time.","items":[{"content":[{"type":"paragraph","text":"They \u003cb\u003edo not have login access\u003c/b\u003e but can be linked to specific \u003ca href=\"https://help.productive.io/en/articles/2179668-adding-client-companies\"\u003ecompanies\u003c/a\u003e within Productive. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Contacts \u003cb\u003ecan be converted to Users\u003c/b\u003e (Employees, Contractors, or Clients) at any time.","class":"no-margin"}]}]},{"type":"paragraph","text":"Find, add, and manage all your contact information in \u003cb\u003eCRM\u003c/b\u003e \u0026gt; \u003cb\u003eContacts\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Profile Page Tabs","idAttribute":"h_26d8521ff7"},{"type":"paragraph","text":"The profile pages for these individuals offer different tabs depending on their role.\u003cbr\u003e","class":"no-margin"},{"type":"subheading","text":"Contacts","idAttribute":"h_332e576b7c"},{"type":"paragraph","text":"Have \u003cb\u003eInfo\u003c/b\u003e, \u003cb\u003eFeed,\u003c/b\u003e and \u003cb\u003eEmails tabs\u003c/b\u003e.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1162226127/717d530036e9446edcf96f5b/Screenshot+2024-08-29+at+12_52_29.png?expires=1732761000\u0026signature=24e7a53ab704ea815bce7061bbe52b2c231aa41a7082fdcb7753c05630a22a83\u0026req=dSEhFMt8m4BdXvMW1HO4zYFB7IYKQqhB%2FRRaRRsTH3ziUPrZG%2BGQWO%2FENh2D%0AFudLG%2BnF7Qjto8tFGBM%3D%0A","width":3836,"height":1464},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Employees, Contractors, and Clients","idAttribute":"h_8d58781f48"},{"type":"paragraph","text":"Depending on their permissions and usage, they may have the following tabs:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eInfo Tab\u003c/b\u003e: Contains essential information about the person, including their \u003cb\u003eemployee details\u003c/b\u003e (job title, workplace, permission set, manager, assigned service types, teams, tags, and information about automatic time tracking) and any \u003ca href=\"https://help.productive.io/en/articles/9767145-employee-fields-beta\"\u003eemployee fields\u003c/a\u003e they have been assigned. \n- \u003cb\u003eTime Tab: \u003c/b\u003eContains the \u003cb\u003eOverview\u003c/b\u003e and \u003cb\u003eTime entries\u003c/b\u003e sections, offering a snapshot of the user’s capacity, availability, bookings, and logged time.\n- \u003cb\u003eTime Off\u003c/b\u003e: Displays all assigned time-off allocations, alongside requested and past time off.\n- \u003cb\u003eWork Log\u003c/b\u003e: Shows activity for users or clients.\n- \u003cb\u003eOrg Chart\u003c/b\u003e: Displays the user's position in the organizational hierarchy.\n- \u003cb\u003eFeed\u003c/b\u003e: Contains activity such as comments, attachments, and changes.\n- \u003cb\u003eEmails\u003c/b\u003e: Displays emails associated with the contact, if using Productive's email inbox feature.\n- \u003cb\u003eProjects\u003c/b\u003e: Lists all projects accessible to the person.\n- \u003cb\u003eCost Rates\u003c/b\u003e: An overview of the user’s current and past cost rates (salary), visible to admins only.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eInfo Tab\u003c/b\u003e: Contains essential information about the person, including their \u003cb\u003eemployee details\u003c/b\u003e (job title, workplace, permission set, manager, assigned service types, teams, tags, and information about automatic time tracking) and any \u003ca href=\"https://help.productive.io/en/articles/9767145-employee-fields-beta\"\u003eemployee fields\u003c/a\u003e they have been assigned. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eTime Tab: \u003c/b\u003eContains the \u003cb\u003eOverview\u003c/b\u003e and \u003cb\u003eTime entries\u003c/b\u003e sections, offering a snapshot of the user’s capacity, availability, bookings, and logged time.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eTime Off\u003c/b\u003e: Displays all assigned time-off allocations, alongside requested and past time off.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eWork Log\u003c/b\u003e: Shows activity for users or clients.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eOrg Chart\u003c/b\u003e: Displays the user's position in the organizational hierarchy.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eFeed\u003c/b\u003e: Contains activity such as comments, attachments, and changes.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eEmails\u003c/b\u003e: Displays emails associated with the contact, if using Productive's email inbox feature.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eProjects\u003c/b\u003e: Lists all projects accessible to the person.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCost Rates\u003c/b\u003e: An overview of the user’s current and past cost rates (salary), visible to admins only.","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1248625539/79046bf2db57ab23839777f0a2e5/Screenshot+2024-11-12+at+12_23_55.png?expires=1732761000\u0026signature=79d50b8420b389d5654cc38b8d31f22cf9797c7d37ce6d144f33bea149abf4c7\u0026req=dSIjHs98mIRcUPMW1HO4zRyiXze18RMnIJYAH6SYzaxUq6mI8SwiMqoRa0AZ%0Ap56FH2g2WNndR%2BtlKd8%3D%0A","width":1666,"height":1498},{"type":"paragraph","text":" ","class":"no-margin"}],"collectionId":"3547303","description":"Overview of Employees, Contractors, Clients, and Contacts in Productive. Learn about permissions and collaboration in your workspace.","id":"100709","lastUpdated":"Updated over 2 weeks ago","relatedArticles":[{"title":"Inviting Clients to Productive","url":"https://help.productive.io/en/articles/2179579-inviting-clients-to-productive"},{"title":"Adjusting User Permissions","url":"https://help.productive.io/en/articles/2179618-adjusting-user-permissions"},{"title":"Editing User and Contact Details","url":"https://help.productive.io/en/articles/2179661-editing-user-and-contact-details"},{"title":"Customizing Client Permissions","url":"https://help.productive.io/en/articles/9273131-customizing-client-permissions"},{"title":"Managing Permissions for Employee and Contractor Management","url":"https://help.productive.io/en/articles/9767154-managing-permissions-for-employee-and-contractor-management"}],"targetUserType":"everyone","title":"Employees, Contractors, Clients, and Contacts: An 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