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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">Permission Builder</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">Permission Builder</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Select permissions and build a custom permission set for your team.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated yesterday</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="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" 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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_20ce94d5ea" href="#h_20ce94d5ea" 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></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><b>Permission sets</b> in Productive have grown beyond the default (system) <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">permission sets</a>. This allows you to customize permission sets by <b>selecting specific permissions</b> based on the scope of work and expected information access within Productive. </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>You can then <b>assign these custom sets to individual users</b>, ensuring that their access is consistent with their responsibilities.<br/><br/>Initially, <b>only Admins can create new permission sets</b>, but you can later delegate this to other users; through custom permissions ✅</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#d7efdc80;border-color:#1bb15733"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Custom permission sets are available on the <b>Ultimate subscription plan.</b> </p></div></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_ea7d63eef2">Permission Sets Overview</h1></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1211049244/09b55533a51bb14b25c465c991a5/Screenshot%2B2024-03-20%2Bat%2B19_06_51.png?expires=1732410000&signature=953aa9753f3000dce0e5f102bb0ca2ed91c42db46ca6e109fce97d624299c6ef&req=dSImF8l6lINbXfMW1HO4zYDDYeiyUfMN9M0%2FeWVukhtZKld6Lu8Pxqn3FbGa%0AANCeS9AWp7KCMlDDuN4%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1211049244/09b55533a51bb14b25c465c991a5/Screenshot%2B2024-03-20%2Bat%2B19_06_51.png?expires=1732410000&signature=953aa9753f3000dce0e5f102bb0ca2ed91c42db46ca6e109fce97d624299c6ef&req=dSImF8l6lINbXfMW1HO4zYDDYeiyUfMN9M0%2FeWVukhtZKld6Lu8Pxqn3FbGa%0AANCeS9AWp7KCMlDDuN4%3D%0A" width="2922" height="1260"/></a></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>In the main Permission sets window located in <b>Settings</b> > <b>Permission</b> sets, you will see:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The <b>names</b> of all your permission sets, system and custom</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The <b>billing type</b> for the permission sets (client permissions are free, while others are paid)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The<b> permission set type</b> (system or custom permission set)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The number of <b>active individual permissions</b> included in each set</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The number of <b>active users assigned to a permission set</b></p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The overview offers you information on how many users use which permission sets, and how many permissions there are per set, allowing you to make informed decisions about which permissions to include or exclude based on access needs.</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>Note that <b>before you start building</b> your fine-tuned custom permission sets, you'll only see the <b>system permission sets</b> there. </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 system sets cannot be edited directly, but <b>you have the option to duplicate them</b>. Duplicating a system set allows you to create a new permission set based on it, which you can then customize to suit your specific needs.</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><b>Tip</b>: To <b>sort</b> your permission sets, simply click on the column name and select an option.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/863568400/f4d12503e5fe7fcdfeb7f61a/Screenshot+2023-10-27+at+14.30.02.png?expires=1732410000&signature=c797c9fb73dfd543a3ac12b9d6bb596a446405e89f06da6c95a57c5c7a5ce6ed&req=fCYkE892mYFfFb4f3HP0gHmebbrHWtkI%2FVmK7HcmvZ8dJ%2BL4XprBeKRSJS%2Fw%0AwFpEFSqVH9OqVTQ9pg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/863568400/f4d12503e5fe7fcdfeb7f61a/Screenshot+2023-10-27+at+14.30.02.png?expires=1732410000&signature=c797c9fb73dfd543a3ac12b9d6bb596a446405e89f06da6c95a57c5c7a5ce6ed&req=fCYkE892mYFfFb4f3HP0gHmebbrHWtkI%2FVmK7HcmvZ8dJ%2BL4XprBeKRSJS%2Fw%0AwFpEFSqVH9OqVTQ9pg%3D%3D%0A" width="2384" height="1094"/></a></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_5a725e822b"><br/>Setting up and Editing Permission Sets</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To <b>build a new permission set </b>from scratch, follow the steps below!</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><b>1) Select "+ New permission set"</b><br/>This option allows you to add a new permission set to your organization.</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/997509260/21c8447886a3301d7b0aa06c/Screenshot+2024-03-20+at+19_17_18.png?expires=1732410000&signature=6b477f071885a06fae1686e3039e044fbaa60d4cf86367574c471b39862929d1&req=fSkgE8l3n4dfFb4f3HP0gK4o0IBet%2BVpYbi5pf%2BPkG2QqN3KL1iMwyd1LqLl%0Ask5ZVUuSprmznDLKzA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/997509260/21c8447886a3301d7b0aa06c/Screenshot+2024-03-20+at+19_17_18.png?expires=1732410000&signature=6b477f071885a06fae1686e3039e044fbaa60d4cf86367574c471b39862929d1&req=fSkgE8l3n4dfFb4f3HP0gK4o0IBet%2BVpYbi5pf%2BPkG2QqN3KL1iMwyd1LqLl%0Ask5ZVUuSprmznDLKzA%3D%3D%0A" width="2892" height="1206"/></a></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> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>2) Choose a name for your new permission set</b><br/>Give your permission set a descriptive name that reflects its purpose.</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><b>3) Select the base permission set that you will be editing</b><br/>Choose the base permission set that best matches the permissions you want in your new set. This option specifies the initial permissions that will be available for modification.</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><b>4) Include a description of the permission set</b><br/>Include a brief description of the permission set's purpose and scope. This description helps users understand the set's permissions and makes it easier to assign them to users.</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> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/997513697/37f9e589fc5b4b67f57db99e/Screenshot+2024-03-20+at+19_21_10.png?expires=1732410000&signature=2561c96e551299073ddb0c78db9918d71d6c429a0a7cf8d6ad65e83e465c7419&req=fSkgE8h9m4hYFb4f3HP0gC%2FNXYWjzltNNmXicRTd0cwrH7Xx0KfTVID8q8si%0Ad4C3U6jiKdU%2F2UvBfA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/997513697/37f9e589fc5b4b67f57db99e/Screenshot+2024-03-20+at+19_21_10.png?expires=1732410000&signature=2561c96e551299073ddb0c78db9918d71d6c429a0a7cf8d6ad65e83e465c7419&req=fSkgE8h9m4hYFb4f3HP0gC%2FNXYWjzltNNmXicRTd0cwrH7Xx0KfTVID8q8si%0Ad4C3U6jiKdU%2F2UvBfA%3D%3D%0A" width="2898" height="1318"/></a></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> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>5) Add and remove permissions</b><br/>After you've entered the <b>name</b>, <b>description</b>, and <b>base</b> for your new permission set, proceed to <b>add or remove permissions </b>from the following main <b>permission groups</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-collapsible-section"><details><summary><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2>Overview of Permission Groups (click to expand)</h2></div></summary><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_d48f6a3264">Administration</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can manage workflows, holidays, time off categories, approval settings, resourcing, billing, and overhead costs, as well as organizational settings like SSO, revenue recognition, company info, enabling <a href="https://intercom.help/productive/en/articles/10007384-fiscal-year-beta">the fiscal year feature</a>, and invoicing. Besides this, decide who can access <a href="https://help.productive.io/en/articles/9978887-managing-access-to-webhook-and-zapier-settings">webhook settings</a> and use Zapier triggers.<br/></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_615840c90f">Automations</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view, add, edit, and delete <a href="https://help.productive.io/en/articles/8564582-automations-general-overview">automation rules</a>.<br/></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_23514f38a0">Budget Bookings</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can manage budget bookings in <a href="https://help.productive.io/en/articles/9031823-how-to-book-schedule-people-for-services-in-resourcing">Resourcing</a>, including viewing own, basic, and full booking info, tentative bookings, and adding, editing, and deleting budget bookings.<br/></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_86c26e25ca">Budgets</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Determine who can view budgets where a user is a member, view all budgets, and add, edit, and delete budgets.</p></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_1fc88b77c6">Companies</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view, add, edit, and delete <a href="https://help.productive.io/en/articles/2179668-companies">companies</a>.</p></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_ae20f009a3">Contacts & Clients</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view, add, edit, or delete contacts and clients, as well as manage access to both regular and <a href="https://help.productive.io/en/articles/9075684-sensitive-custom-fields">sensitive</a> contact custom fields. You can also control <a href="https://help.productive.io/en/articles/9795683-managing-permissions-for-client-and-contact-management">permissions for viewing and managing clients</a>.</p></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_84dcc5da5c">Cost Rates</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Assign who can view all users' <a href="https://help.productive.io/en/articles/2179644-understanding-and-setting-up-cost-rates-in-productive">cost rates</a> from the same subsidiary or for all users, and add, edit, and delete cost rates.</p></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_62b11c4693">Custom Fields</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can manage task <a href="https://help.productive.io/en/articles/3732248-creating-and-adding-custom-fields">custom fields</a>, and add, edit, and delete all custom fields.</p></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_9e5c794153">Deals</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Specify who can view <a href="https://help.productive.io/en/articles/2179586-managing-a-deal">deals</a> where the user is a member, view all deals, and add, edit, and delete deals.</p></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_60197d3eaf">Docs</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Designate who can view, edit, and delete docs where permitted, and add new <a href="https://help.productive.io/en/articles/6095236-productive-s-docs">docs</a>.</p></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_53b92dbb49">Emails</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide whether the user can view and manage BCC <a href="https://help.productive.io/en/articles/2179626-bcc-emails-to-productive-organize-with-budgets-deals-or-invoices">emails</a> (in budgets, deals, and invoices).</p></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_64069bc892">Employees & Contractors</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view, add, edit, or delete <a href="https://help.productive.io/en/articles/9767145-employee-fields">employee fields</a>, including <a href="https://help.productive.io/en/articles/9075684-sensitive-custom-fields">sensitive</a> ones, as well as manage employees, contractors, and <a href="https://help.productive.io/en/articles/9767154-managing-permissions-for-employee-and-contractor-management">user permission sets</a>. <a href="https://help.productive.io/en/articles/8991487-permission-builder-superadmin-permission">Superadmins</a> have full control over these settings.</p></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_183f241383">Expenses</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Determine who can view personal <a href="https://help.productive.io/en/articles/9154726-expenses-admin-overview">expenses</a>, view expenses on budgets where the user is a member, view all expenses, add, edit, and delete own expenses, add, edit, and delete all expenses, as well as approve expenses (you can choose whether the user needs to be the budget/deal owner or the budget/deal member to approve the expenses).</p></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_e1d1584a46">Financials</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Establish who can view billable details, financial item reports, and profitability.</p></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_85a1b19036">Imports</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Manage <a href="https://help.productive.io/en/articles/2179589-data-migration-and-import">data import</a> settings. This is a <a href="https://help.productive.io/en/articles/8991487-custom-permission-sets-superadmin-permission">Superadmin</a> permission!</p></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_ebec3054d1">Integrations</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide which users can manage personal integrations (calendars, Slack), view or manage task management integrations (Jira), or manage organizational integrations (accounting, HR, SSO integrations). For more information, visit <a href="https://help.productive.io/en/articles/9882793-managing-access-to-account-integrations">this article</a>.</p></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_a3c90bc25b">Invoices & Payments</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view invoices and payments where a user is a member of a budget, view all invoices and payments, and add, edit, and delete invoices and payments.</p></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_ce18382f16">Permission Sets</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Specify who can view permission set settings, and add, edit, and delete permission sets (<a href="https://help.productive.io/en/articles/8991487-custom-permission-sets-superadmin-permission">Superadmin</a>).</p></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_89d23fd86d">Placeholders</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view, add, edit, and delete <a href="https://help.productive.io/en/articles/4168381-placeholders">placeholders</a>.</p></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_fc2f839a3c">Projects</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view projects where the user is a member, view all projects, and add, edit, and delete projects.</p></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_7c6090475d">Rate Cards</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Specify who can only view and who can also add, edit, and delete <a href="https://help.productive.io/en/articles/2179593-setting-up-rate-cards">rate cards</a>.</p></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_5047edfb8f">Reports</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Determine who can view created and shared <a href="https://help.productive.io/en/articles/3732255-reports">reports</a>, and add, edit, and delete reports.</p></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_9ff7520658">Service Types</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Specify who can view and manage <a href="https://help.productive.io/en/articles/2179629-service-types-building-blocks-of-your-budget">service types</a>.</p></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_c567bd1725">Tasks</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Specify who can view tasks, and add, edit, and delete tasks, task lists, and folders.</p></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_58d53895e2">Teams</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can view <a href="https://help.productive.io/en/articles/6741567-managing-teams-in-productive">team settings</a>, add, edit, and delete teams, and manage team members.</p></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_ef3a990f26">Time Entries</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Determine who can view, add, edit, and delete their own time entries, view time entries on budgets where the user is a member, view time entries for everyone, add, edit, and delete time entries for other people, approve time entries, and manage locked time entries.</p></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_6564ccb873">Time Off Bookings</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Decide who can request <a href="https://help.productive.io/en/articles/4396645-requesting-and-managing-my-time-off">time off</a>, view full time off information for all users, access notes and attachments on time off bookings for all users, manage others' time off bookings by adding, editing, and deleting them, approve time off where designated as an approver, and approve time off for all users within the system.</p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_de575ed2db"></h2></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_0fb8390678">Time Off Entitlements</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Determine who can view their own <a href="https://help.productive.io/en/articles/4396230-adding-time-off-entitlements-to-the-team">time off entitlements,</a> view all users' time off entitlements, add, edit, and delete time off entitlements, and manage approvers and subscribers for entitlements.</p></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_2fc3b04bc9">Workload</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Control who can view the task Workload layout. For additional details on configuring and restricting access to the Workload layout, check out our guide on <a href="https://help.productive.io/en/articles/9875411-managing-access-to-the-task-workload-layout">Managing Access to the Task Workload Layout</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div></details></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Note</b>: Start with a lower base permission set and add permissions as needed, rather than starting with a higher set and removing permissions, to avoid granting unnecessary or inadvertently unwanted access to users. 😎</p></div></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><b>6) Save the permission set</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once you have finished selecting the necessary permissions to include in your custom permission set, click on "<b>Save</b> <b>changes</b>". </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Your custom permission set will then appear in the main Permission set window. </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>To <b>edit the permission set</b>, simply click on it, make the desired changes by adding or removing permissions, and remember to save the changes.</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><b>Tip</b>: Use the <a href="https://help.productive.io/en/articles/8974749-try-out-the-permission-set">Try Out feature </a>to take your new permission set for a test drive! After saving, give it a go to ensure it meets your expectations and functions as intended.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/997530830/4e1e77d5e3f85ae92fb0ad81/Screenshot+2024-03-20+at+19_34_27.png?expires=1732410000&signature=cbe0d0a179d2cfd47eb140299abe0928836d78ff00999ef8cf0613e62de6fa9c&req=fSkgE8p%2BlYJfFb4f3HP0gAJ%2BqS%2B8GJ7xZzyiXkvfKOLDyx95I4NQ4l81OeHO%0AqXTXiCAgS4RXMqIKJQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/997530830/4e1e77d5e3f85ae92fb0ad81/Screenshot+2024-03-20+at+19_34_27.png?expires=1732410000&signature=cbe0d0a179d2cfd47eb140299abe0928836d78ff00999ef8cf0613e62de6fa9c&req=fSkgE8p%2BlYJfFb4f3HP0gAJ%2BqS%2B8GJ7xZzyiXkvfKOLDyx95I4NQ4l81OeHO%0AqXTXiCAgS4RXMqIKJQ%3D%3D%0A" width="2884" height="1476"/></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_e2b83180a0"><br/>Duplicating, Trying out, and Deleting Permission Sets </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For easier management, to duplicate, delete, or <a href="https://help.productive.io/en/articles/8974749-try-out-the-permission-set">try out</a> a permission set from the main Permission sets window, click on the three dots next to a permission set.</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/972071264/fde8cbfa72eb2a2b350679f6/Screenshot+2024-02-23+at+15_42_46.png?expires=1732410000&signature=d6fde989365579e641f8f86f284d4f154baa7fb25844aa9a5f5ea1f3564d3be2&req=fSclFs5%2Fn4dbFb4f3HP0gEQ43KziFGK7%2F%2FZ7ZIlc9PIhnCFTpJO0EMGR2mUb%0AskzCbrPN0S9xLO5XhQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/972071264/fde8cbfa72eb2a2b350679f6/Screenshot+2024-02-23+at+15_42_46.png?expires=1732410000&signature=d6fde989365579e641f8f86f284d4f154baa7fb25844aa9a5f5ea1f3564d3be2&req=fSclFs5%2Fn4dbFb4f3HP0gEQ43KziFGK7%2F%2FZ7ZIlc9PIhnCFTpJO0EMGR2mUb%0AskzCbrPN0S9xLO5XhQ%3D%3D%0A" width="2924" height="1048"/></a></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>Note that custom permission sets can only be <b>deleted</b> if there are no active users with that permission set. System permission sets cannot be deleted.</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/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1211048570/0e3efc52491a0c600debc9c8aa49/Screenshot%2B2023-10-27%2Bat%2B14_27_03.png?expires=1732410000&signature=f9a0af6bbc32e7e3a7d9795a96d0c1b3b27c1ef94c60a3c70888a919e98b487d&req=dSImF8l6lYRYWfMW1HO4zbWUuF4kKRy0bxpV9%2FQsyNslVtgHTJh%2Bul5w0jIq%0A%2F0KekbArq17wCAXsk1E%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1211048570/0e3efc52491a0c600debc9c8aa49/Screenshot%2B2023-10-27%2Bat%2B14_27_03.png?expires=1732410000&signature=f9a0af6bbc32e7e3a7d9795a96d0c1b3b27c1ef94c60a3c70888a919e98b487d&req=dSImF8l6lYRYWfMW1HO4zbWUuF4kKRy0bxpV9%2FQsyNslVtgHTJh%2Bul5w0jIq%0A%2F0KekbArq17wCAXsk1E%3D%0A" width="2598" height="660"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/><b>Tip</b>: to see which users have been assigned a certain permission set, click on the number of users in the "Active users with this permission set" column.<br/> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/997542471/7e14b6f5afe09761a3edcf26/Screenshot+2024-03-20+at+19_51_09.png?expires=1732410000&signature=4da3f7c04abd18dcbeda3e3df0376038d4fc4fbc975a101ad8afd733e5d499a7&req=fSkgE818mYZeFb4f3HP0gKaFFjS1GY%2FMUMK8HiLOmTRF14ekvwm6FFJObSJi%0AW3wLbKj39FlAo3DZjA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/997542471/7e14b6f5afe09761a3edcf26/Screenshot+2024-03-20+at+19_51_09.png?expires=1732410000&signature=4da3f7c04abd18dcbeda3e3df0376038d4fc4fbc975a101ad8afd733e5d499a7&req=fSkgE818mYZeFb4f3HP0gKaFFjS1GY%2FMUMK8HiLOmTRF14ekvwm6FFJObSJi%0AW3wLbKj39FlAo3DZjA%3D%3D%0A" width="2570" height="572"/></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_e66106091b">Assigning a Custom Permission Set to a User</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To assign a custom permission set for a user, follow these steps:</p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Access User Profile</b><br/>Navigate to the user's profile, either through <b>Settings > Users</b> (for Employees, Contractors, and Clients), <b>Resourcing > Employees</b> (for Employees and Contractors) or <b>CRM > Contacts</b> (for Clients).<br/></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Edit Permission Set</b><br/>Select the "Permission set" field in the user's Info tab.</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/1193036612/1aa9ae5827d2dcbb5b550d2a/Screenshot+2024-09-25+at+19_07_06.png?expires=1732410000&signature=89f1b6ef7ea9fdae2e1a1dc31e7cbfe55c06b367dc0440485abf5e105f99b720&req=dSEuFcl9m4deW%2FMW1HO4zafvGTtVVIXcHuHCjzZkKoRpa%2BqY5lHHzOD0sxyx%0AJnEC%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1193036612/1aa9ae5827d2dcbb5b550d2a/Screenshot+2024-09-25+at+19_07_06.png?expires=1732410000&signature=89f1b6ef7ea9fdae2e1a1dc31e7cbfe55c06b367dc0440485abf5e105f99b720&req=dSEuFcl9m4deW%2FMW1HO4zafvGTtVVIXcHuHCjzZkKoRpa%2BqY5lHHzOD0sxyx%0AJnEC%0A" width="2940" height="1394"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Choose New Set</b><br/>Pick the custom permission set you want to apply to this user. You'll find all your custom permission sets listed under the "Custom permission sets" section for easy selection.</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/1193039713/b7ccd69c2e718a1bec19ab32/Screenshot+2024-09-25+at+19_08_49.png?expires=1732410000&signature=25db53e17386f43dac3d7b519f876af847e44f70bc0800d488f7a6d89b234f67&req=dSEuFcl9lIZeWvMW1HO4zQoD7WqozR5ku2aF%2B8FnpUJ8DjtKOiiDlF1yiY4g%0A0iTQ%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1193039713/b7ccd69c2e718a1bec19ab32/Screenshot+2024-09-25+at+19_08_49.png?expires=1732410000&signature=25db53e17386f43dac3d7b519f876af847e44f70bc0800d488f7a6d89b234f67&req=dSEuFcl9lIZeWvMW1HO4zQoD7WqozR5ku2aF%2B8FnpUJ8DjtKOiiDlF1yiY4g%0A0iTQ%0A" width="2906" height="1350"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Update Permissions</b><br/>Finally, select "Update person" to apply the new permission set to the user.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1193041718/eed8c642f38907a7725427de/Screenshot+2024-09-25+at+19_10_08.png?expires=1732410000&signature=f7018e2f0a3edf92c0306592960ca56b245d783f5f618fcca2e15c5d17acaed9&req=dSEuFcl6nIZeUfMW1HO4zemu0Z1R2lqa5mPBfGYNx%2FAZQRaqhQ57WP2k7lLi%0AC7i1%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1193041718/eed8c642f38907a7725427de/Screenshot+2024-09-25+at+19_10_08.png?expires=1732410000&signature=f7018e2f0a3edf92c0306592960ca56b245d783f5f618fcca2e15c5d17acaed9&req=dSEuFcl6nIZeUfMW1HO4zemu0Z1R2lqa5mPBfGYNx%2FAZQRaqhQ57WP2k7lLi%0AC7i1%0A" width="2342" height="1304"/></a></div></li></ol></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_20ce94d5ea">Video Tutorial</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For an overview of the permission sets builder, check out the video below!</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-video"><iframe src="https://www.youtube.com/embed/u-6ZBCdwF6Y" frameborder="0" 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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":"7307aeff-1d88-4538-9c7a-bc89c0c665f2","role":"visitor_role"},"articleContent":{"articleId":"8517221","author":null,"blocks":[{"type":"paragraph","text":"\u003cb\u003ePermission sets\u003c/b\u003e in Productive have grown beyond the default (system) \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003epermission sets\u003c/a\u003e. This allows you to customize permission sets by \u003cb\u003eselecting specific permissions\u003c/b\u003e based on the scope of work and expected information access within Productive. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You can then \u003cb\u003eassign these custom sets to individual users\u003c/b\u003e, ensuring that their access is consistent with their responsibilities.\u003cbr\u003e\u003cbr\u003eInitially, \u003cb\u003eonly Admins can create new permission sets\u003c/b\u003e, but you can later delegate this to other users; through custom permissions ✅","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Custom permission sets are available on the \u003cb\u003eUltimate subscription plan.\u003c/b\u003e ","class":"no-margin"}],"style":{"backgroundColor":"#d7efdc80","borderColor":"#1bb15733"}},{"type":"heading","text":"Permission Sets Overview","idAttribute":"h_ea7d63eef2"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1211049244/09b55533a51bb14b25c465c991a5/Screenshot%2B2024-03-20%2Bat%2B19_06_51.png?expires=1732410000\u0026signature=953aa9753f3000dce0e5f102bb0ca2ed91c42db46ca6e109fce97d624299c6ef\u0026req=dSImF8l6lINbXfMW1HO4zYDDYeiyUfMN9M0%2FeWVukhtZKld6Lu8Pxqn3FbGa%0AANCeS9AWp7KCMlDDuN4%3D%0A","width":2922,"height":1260},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"In the main Permission sets window located in \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003ePermission\u003c/b\u003e sets, you will see:","class":"no-margin"},{"type":"unorderedNestedList","text":"- The \u003cb\u003enames\u003c/b\u003e of all your permission sets, system and custom\n- The \u003cb\u003ebilling type\u003c/b\u003e for the permission sets (client permissions are free, while others are paid)\n- The\u003cb\u003e permission set type\u003c/b\u003e (system or custom permission set)\n- The number of \u003cb\u003eactive individual permissions\u003c/b\u003e included in each set\n- The number of \u003cb\u003eactive users assigned to a permission set\u003c/b\u003e","items":[{"content":[{"type":"paragraph","text":"The \u003cb\u003enames\u003c/b\u003e of all your permission sets, system and custom","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"The \u003cb\u003ebilling type\u003c/b\u003e for the permission sets (client permissions are free, while others are paid)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"The\u003cb\u003e permission set type\u003c/b\u003e (system or custom permission set)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"The number of \u003cb\u003eactive individual permissions\u003c/b\u003e included in each set","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"The number of \u003cb\u003eactive users assigned to a permission set\u003c/b\u003e","class":"no-margin"}]}]},{"type":"paragraph","text":"The overview offers you information on how many users use which permission sets, and how many permissions there are per set, allowing you to make informed decisions about which permissions to include or exclude based on access needs.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Note that \u003cb\u003ebefore you start building\u003c/b\u003e your fine-tuned custom permission sets, you'll only see the \u003cb\u003esystem permission sets\u003c/b\u003e there. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"These system sets cannot be edited directly, but \u003cb\u003eyou have the option to duplicate them\u003c/b\u003e. Duplicating a system set allows you to create a new permission set based on it, which you can then customize to suit your specific needs.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: To \u003cb\u003esort\u003c/b\u003e your permission sets, simply click on the column name and select an option.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/863568400/f4d12503e5fe7fcdfeb7f61a/Screenshot+2023-10-27+at+14.30.02.png?expires=1732410000\u0026signature=c797c9fb73dfd543a3ac12b9d6bb596a446405e89f06da6c95a57c5c7a5ce6ed\u0026req=fCYkE892mYFfFb4f3HP0gHmebbrHWtkI%2FVmK7HcmvZ8dJ%2BL4XprBeKRSJS%2Fw%0AwFpEFSqVH9OqVTQ9pg%3D%3D%0A","width":2384,"height":1094,"align":"center"},{"type":"heading","text":"\u003cbr\u003eSetting up and Editing Permission Sets","idAttribute":"h_5a725e822b"},{"type":"paragraph","text":"To \u003cb\u003ebuild a new permission set \u003c/b\u003efrom scratch, follow the steps below!","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e1) Select \"+ New permission set\"\u003c/b\u003e\u003cbr\u003eThis option allows you to add a new permission set to your organization.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/997509260/21c8447886a3301d7b0aa06c/Screenshot+2024-03-20+at+19_17_18.png?expires=1732410000\u0026signature=6b477f071885a06fae1686e3039e044fbaa60d4cf86367574c471b39862929d1\u0026req=fSkgE8l3n4dfFb4f3HP0gK4o0IBet%2BVpYbi5pf%2BPkG2QqN3KL1iMwyd1LqLl%0Ask5ZVUuSprmznDLKzA%3D%3D%0A","width":2892,"height":1206},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e2) Choose a name for your new permission set\u003c/b\u003e\u003cbr\u003eGive your permission set a descriptive name that reflects its purpose.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e3) Select the base permission set that you will be editing\u003c/b\u003e\u003cbr\u003eChoose the base permission set that best matches the permissions you want in your new set. This option specifies the initial permissions that will be available for modification.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e4) Include a description of the permission set\u003c/b\u003e\u003cbr\u003eInclude a brief description of the permission set's purpose and scope. This description helps users understand the set's permissions and makes it easier to assign them to users.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/997513697/37f9e589fc5b4b67f57db99e/Screenshot+2024-03-20+at+19_21_10.png?expires=1732410000\u0026signature=2561c96e551299073ddb0c78db9918d71d6c429a0a7cf8d6ad65e83e465c7419\u0026req=fSkgE8h9m4hYFb4f3HP0gC%2FNXYWjzltNNmXicRTd0cwrH7Xx0KfTVID8q8si%0Ad4C3U6jiKdU%2F2UvBfA%3D%3D%0A","width":2898,"height":1318},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e5) Add and remove permissions\u003c/b\u003e\u003cbr\u003eAfter you've entered the \u003cb\u003ename\u003c/b\u003e, \u003cb\u003edescription\u003c/b\u003e, and \u003cb\u003ebase\u003c/b\u003e for your new permission set, proceed to \u003cb\u003eadd or remove permissions \u003c/b\u003efrom the following main \u003cb\u003epermission groups\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"collapsibleSection","summary":{"type":"subheading","text":"Overview of Permission Groups (click to expand)","idAttribute":""},"content":[{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Administration","idAttribute":"h_d48f6a3264"},{"type":"paragraph","text":"Decide who can manage workflows, holidays, time off categories, approval settings, resourcing, billing, and overhead costs, as well as organizational settings like SSO, revenue recognition, company info, enabling \u003ca href=\"https://intercom.help/productive/en/articles/10007384-fiscal-year-beta\"\u003ethe fiscal year feature\u003c/a\u003e, and invoicing. Besides this, decide who can access \u003ca href=\"https://help.productive.io/en/articles/9978887-managing-access-to-webhook-and-zapier-settings\"\u003ewebhook settings\u003c/a\u003e and use Zapier triggers.\u003cbr\u003e","class":"no-margin"},{"type":"subheading","text":"Automations","idAttribute":"h_615840c90f"},{"type":"paragraph","text":"Decide who can view, add, edit, and delete \u003ca href=\"https://help.productive.io/en/articles/8564582-automations-general-overview\"\u003eautomation rules\u003c/a\u003e.\u003cbr\u003e","class":"no-margin"},{"type":"subheading","text":"Budget Bookings","idAttribute":"h_23514f38a0"},{"type":"paragraph","text":"Decide who can manage budget bookings in \u003ca href=\"https://help.productive.io/en/articles/9031823-how-to-book-schedule-people-for-services-in-resourcing\"\u003eResourcing\u003c/a\u003e, including viewing own, basic, and full booking info, tentative bookings, and adding, editing, and deleting budget bookings.\u003cbr\u003e","class":"no-margin"},{"type":"subheading","text":"Budgets","idAttribute":"h_86c26e25ca"},{"type":"paragraph","text":"Determine who can view budgets where a user is a member, view all budgets, and add, edit, and delete budgets.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Companies","idAttribute":"h_1fc88b77c6"},{"type":"paragraph","text":"Decide who can view, add, edit, and delete \u003ca href=\"https://help.productive.io/en/articles/2179668-companies\"\u003ecompanies\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Contacts \u0026amp; Clients","idAttribute":"h_ae20f009a3"},{"type":"paragraph","text":"Decide who can view, add, edit, or delete contacts and clients, as well as manage access to both regular and \u003ca href=\"https://help.productive.io/en/articles/9075684-sensitive-custom-fields\"\u003esensitive\u003c/a\u003e contact custom fields. You can also control \u003ca href=\"https://help.productive.io/en/articles/9795683-managing-permissions-for-client-and-contact-management\"\u003epermissions for viewing and managing clients\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Cost Rates","idAttribute":"h_84dcc5da5c"},{"type":"paragraph","text":"Assign who can view all users' \u003ca href=\"https://help.productive.io/en/articles/2179644-understanding-and-setting-up-cost-rates-in-productive\"\u003ecost rates\u003c/a\u003e from the same subsidiary or for all users, and add, edit, and delete cost rates.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Custom Fields","idAttribute":"h_62b11c4693"},{"type":"paragraph","text":"Decide who can manage task \u003ca href=\"https://help.productive.io/en/articles/3732248-creating-and-adding-custom-fields\"\u003ecustom fields\u003c/a\u003e, and add, edit, and delete all custom fields.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Deals","idAttribute":"h_9e5c794153"},{"type":"paragraph","text":"Specify who can view \u003ca href=\"https://help.productive.io/en/articles/2179586-managing-a-deal\"\u003edeals\u003c/a\u003e where the user is a member, view all deals, and add, edit, and delete deals.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Docs","idAttribute":"h_60197d3eaf"},{"type":"paragraph","text":"Designate who can view, edit, and delete docs where permitted, and add new \u003ca href=\"https://help.productive.io/en/articles/6095236-productive-s-docs\"\u003edocs\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Emails","idAttribute":"h_53b92dbb49"},{"type":"paragraph","text":"Decide whether the user can view and manage BCC \u003ca href=\"https://help.productive.io/en/articles/2179626-bcc-emails-to-productive-organize-with-budgets-deals-or-invoices\"\u003eemails\u003c/a\u003e (in budgets, deals, and invoices).","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Employees \u0026amp; Contractors","idAttribute":"h_64069bc892"},{"type":"paragraph","text":"Decide who can view, add, edit, or delete \u003ca href=\"https://help.productive.io/en/articles/9767145-employee-fields\"\u003eemployee fields\u003c/a\u003e, including \u003ca href=\"https://help.productive.io/en/articles/9075684-sensitive-custom-fields\"\u003esensitive\u003c/a\u003e ones, as well as manage employees, contractors, and \u003ca href=\"https://help.productive.io/en/articles/9767154-managing-permissions-for-employee-and-contractor-management\"\u003euser permission sets\u003c/a\u003e. \u003ca href=\"https://help.productive.io/en/articles/8991487-permission-builder-superadmin-permission\"\u003eSuperadmins\u003c/a\u003e have full control over these settings.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Expenses","idAttribute":"h_183f241383"},{"type":"paragraph","text":"Determine who can view personal \u003ca href=\"https://help.productive.io/en/articles/9154726-expenses-admin-overview\"\u003eexpenses\u003c/a\u003e, view expenses on budgets where the user is a member, view all expenses, add, edit, and delete own expenses, add, edit, and delete all expenses, as well as approve expenses (you can choose whether the user needs to be the budget/deal owner or the budget/deal member to approve the expenses).","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Financials","idAttribute":"h_e1d1584a46"},{"type":"paragraph","text":"Establish who can view billable details, financial item reports, and profitability.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Imports","idAttribute":"h_85a1b19036"},{"type":"paragraph","text":"Manage \u003ca href=\"https://help.productive.io/en/articles/2179589-data-migration-and-import\"\u003edata import\u003c/a\u003e settings. This is a \u003ca href=\"https://help.productive.io/en/articles/8991487-custom-permission-sets-superadmin-permission\"\u003eSuperadmin\u003c/a\u003e permission!","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Integrations","idAttribute":"h_ebec3054d1"},{"type":"paragraph","text":"Decide which users can manage personal integrations (calendars, Slack), view or manage task management integrations (Jira), or manage organizational integrations (accounting, HR, SSO integrations). For more information, visit \u003ca href=\"https://help.productive.io/en/articles/9882793-managing-access-to-account-integrations\"\u003ethis article\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Invoices \u0026amp; Payments","idAttribute":"h_a3c90bc25b"},{"type":"paragraph","text":"Decide who can view invoices and payments where a user is a member of a budget, view all invoices and payments, and add, edit, and delete invoices and payments.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Permission Sets","idAttribute":"h_ce18382f16"},{"type":"paragraph","text":"Specify who can view permission set settings, and add, edit, and delete permission sets (\u003ca href=\"https://help.productive.io/en/articles/8991487-custom-permission-sets-superadmin-permission\"\u003eSuperadmin\u003c/a\u003e).","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Placeholders","idAttribute":"h_89d23fd86d"},{"type":"paragraph","text":"Decide who can view, add, edit, and delete \u003ca href=\"https://help.productive.io/en/articles/4168381-placeholders\"\u003eplaceholders\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Projects","idAttribute":"h_fc2f839a3c"},{"type":"paragraph","text":"Decide who can view projects where the user is a member, view all projects, and add, edit, and delete projects.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Rate Cards","idAttribute":"h_7c6090475d"},{"type":"paragraph","text":"Specify who can only view and who can also add, edit, and delete \u003ca href=\"https://help.productive.io/en/articles/2179593-setting-up-rate-cards\"\u003erate cards\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Reports","idAttribute":"h_5047edfb8f"},{"type":"paragraph","text":"Determine who can view created and shared \u003ca href=\"https://help.productive.io/en/articles/3732255-reports\"\u003ereports\u003c/a\u003e, and add, edit, and delete reports.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Service Types","idAttribute":"h_9ff7520658"},{"type":"paragraph","text":"Specify who can view and manage \u003ca href=\"https://help.productive.io/en/articles/2179629-service-types-building-blocks-of-your-budget\"\u003eservice types\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Tasks","idAttribute":"h_c567bd1725"},{"type":"paragraph","text":"Specify who can view tasks, and add, edit, and delete tasks, task lists, and folders.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Teams","idAttribute":"h_58d53895e2"},{"type":"paragraph","text":"Decide who can view \u003ca href=\"https://help.productive.io/en/articles/6741567-managing-teams-in-productive\"\u003eteam settings\u003c/a\u003e, add, edit, and delete teams, and manage team members.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Time Entries","idAttribute":"h_ef3a990f26"},{"type":"paragraph","text":"Determine who can view, add, edit, and delete their own time entries, view time entries on budgets where the user is a member, view time entries for everyone, add, edit, and delete time entries for other people, approve time entries, and manage locked time entries.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Time Off Bookings","idAttribute":"h_6564ccb873"},{"type":"paragraph","text":"Decide who can request \u003ca href=\"https://help.productive.io/en/articles/4396645-requesting-and-managing-my-time-off\"\u003etime off\u003c/a\u003e, view full time off information for all users, access notes and attachments on time off bookings for all users, manage others' time off bookings by adding, editing, and deleting them, approve time off where designated as an approver, and approve time off for all users within the system.","class":"no-margin"},{"type":"subheading","text":"","idAttribute":"h_de575ed2db"},{"type":"subheading","text":"Time Off Entitlements","idAttribute":"h_0fb8390678"},{"type":"paragraph","text":"Determine who can view their own \u003ca href=\"https://help.productive.io/en/articles/4396230-adding-time-off-entitlements-to-the-team\"\u003etime off entitlements,\u003c/a\u003e view all users' time off entitlements, add, edit, and delete time off entitlements, and manage approvers and subscribers for entitlements.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Workload","idAttribute":"h_2fc3b04bc9"},{"type":"paragraph","text":"Control who can view the task Workload layout. For additional details on configuring and restricting access to the Workload layout, check out our guide on \u003ca href=\"https://help.productive.io/en/articles/9875411-managing-access-to-the-task-workload-layout\"\u003eManaging Access to the Task Workload Layout\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"","class":"no-margin"}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eNote\u003c/b\u003e: Start with a lower base permission set and add permissions as needed, rather than starting with a higher set and removing permissions, to avoid granting unnecessary or inadvertently unwanted access to users. 😎","class":"no-margin"}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e6) Save the permission set\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Once you have finished selecting the necessary permissions to include in your custom permission set, click on \"\u003cb\u003eSave\u003c/b\u003e \u003cb\u003echanges\u003c/b\u003e\". ","class":"no-margin"},{"type":"paragraph","text":"Your custom permission set will then appear in the main Permission set window. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"To \u003cb\u003eedit the permission set\u003c/b\u003e, simply click on it, make the desired changes by adding or removing permissions, and remember to save the changes.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: Use the \u003ca href=\"https://help.productive.io/en/articles/8974749-try-out-the-permission-set\"\u003eTry Out feature \u003c/a\u003eto take your new permission set for a test drive! After saving, give it a go to ensure it meets your expectations and functions as intended.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/997530830/4e1e77d5e3f85ae92fb0ad81/Screenshot+2024-03-20+at+19_34_27.png?expires=1732410000\u0026signature=cbe0d0a179d2cfd47eb140299abe0928836d78ff00999ef8cf0613e62de6fa9c\u0026req=fSkgE8p%2BlYJfFb4f3HP0gAJ%2BqS%2B8GJ7xZzyiXkvfKOLDyx95I4NQ4l81OeHO%0AqXTXiCAgS4RXMqIKJQ%3D%3D%0A","width":2884,"height":1476},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"\u003cbr\u003eDuplicating, Trying out, and Deleting Permission Sets ","idAttribute":"h_e2b83180a0"},{"type":"paragraph","text":"For easier management, to duplicate, delete, or \u003ca href=\"https://help.productive.io/en/articles/8974749-try-out-the-permission-set\"\u003etry out\u003c/a\u003e a permission set from the main Permission sets window, click on the three dots next to a permission set.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/972071264/fde8cbfa72eb2a2b350679f6/Screenshot+2024-02-23+at+15_42_46.png?expires=1732410000\u0026signature=d6fde989365579e641f8f86f284d4f154baa7fb25844aa9a5f5ea1f3564d3be2\u0026req=fSclFs5%2Fn4dbFb4f3HP0gEQ43KziFGK7%2F%2FZ7ZIlc9PIhnCFTpJO0EMGR2mUb%0AskzCbrPN0S9xLO5XhQ%3D%3D%0A","width":2924,"height":1048},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Note that custom permission sets can only be \u003cb\u003edeleted\u003c/b\u003e if there are no active users with that permission set. System permission sets cannot be deleted.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1211048570/0e3efc52491a0c600debc9c8aa49/Screenshot%2B2023-10-27%2Bat%2B14_27_03.png?expires=1732410000\u0026signature=f9a0af6bbc32e7e3a7d9795a96d0c1b3b27c1ef94c60a3c70888a919e98b487d\u0026req=dSImF8l6lYRYWfMW1HO4zbWUuF4kKRy0bxpV9%2FQsyNslVtgHTJh%2Bul5w0jIq%0A%2F0KekbArq17wCAXsk1E%3D%0A","width":2598,"height":660},{"type":"paragraph","text":"\u003cbr\u003e\u003cb\u003eTip\u003c/b\u003e: to see which users have been assigned a certain permission set, click on the number of users in the \"Active users with this permission set\" column.\u003cbr\u003e ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/997542471/7e14b6f5afe09761a3edcf26/Screenshot+2024-03-20+at+19_51_09.png?expires=1732410000\u0026signature=4da3f7c04abd18dcbeda3e3df0376038d4fc4fbc975a101ad8afd733e5d499a7\u0026req=fSkgE818mYZeFb4f3HP0gKaFFjS1GY%2FMUMK8HiLOmTRF14ekvwm6FFJObSJi%0AW3wLbKj39FlAo3DZjA%3D%3D%0A","width":2570,"height":572},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Assigning a Custom Permission Set to a User","idAttribute":"h_e66106091b"},{"type":"paragraph","text":"To assign a custom permission set for a user, follow these steps:","class":"no-margin"},{"type":"orderedNestedList","text":"1. \u003cb\u003eAccess User Profile\u003c/b\u003e\u003cbr\u003eNavigate to the user's profile, either through \u003cb\u003eSettings \u0026gt; Users\u003c/b\u003e (for Employees, Contractors, and Clients), \u003cb\u003eResourcing \u0026gt; Employees\u003c/b\u003e (for Employees and Contractors) or \u003cb\u003eCRM \u0026gt; Contacts\u003c/b\u003e (for Clients).\u003cbr\u003e\n2. \u003cb\u003eEdit Permission Set\u003c/b\u003e\u003cbr\u003eSelect the \"Permission set\" field in the user's Info tab.\n \n \n \n3. \u003cb\u003eChoose New Set\u003c/b\u003e\u003cbr\u003ePick the custom permission set you want to apply to this user. You'll find all your custom permission sets listed under the \"Custom permission sets\" section for easy selection.\n \n \n \n4. \u003cb\u003eUpdate Permissions\u003c/b\u003e\u003cbr\u003eFinally, select \"Update person\" to apply the new permission set to the user.\u003cbr\u003e\n","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eAccess User Profile\u003c/b\u003e\u003cbr\u003eNavigate to the user's profile, either through \u003cb\u003eSettings \u0026gt; Users\u003c/b\u003e (for Employees, Contractors, and Clients), \u003cb\u003eResourcing \u0026gt; Employees\u003c/b\u003e (for Employees and Contractors) or \u003cb\u003eCRM \u0026gt; Contacts\u003c/b\u003e (for Clients).\u003cbr\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eEdit Permission Set\u003c/b\u003e\u003cbr\u003eSelect the \"Permission set\" field in the user's Info tab.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1193036612/1aa9ae5827d2dcbb5b550d2a/Screenshot+2024-09-25+at+19_07_06.png?expires=1732410000\u0026signature=89f1b6ef7ea9fdae2e1a1dc31e7cbfe55c06b367dc0440485abf5e105f99b720\u0026req=dSEuFcl9m4deW%2FMW1HO4zafvGTtVVIXcHuHCjzZkKoRpa%2BqY5lHHzOD0sxyx%0AJnEC%0A","width":2940,"height":1394},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eChoose New Set\u003c/b\u003e\u003cbr\u003ePick the custom permission set you want to apply to this user. You'll find all your custom permission sets listed under the \"Custom permission sets\" section for easy selection.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1193039713/b7ccd69c2e718a1bec19ab32/Screenshot+2024-09-25+at+19_08_49.png?expires=1732410000\u0026signature=25db53e17386f43dac3d7b519f876af847e44f70bc0800d488f7a6d89b234f67\u0026req=dSEuFcl9lIZeWvMW1HO4zQoD7WqozR5ku2aF%2B8FnpUJ8DjtKOiiDlF1yiY4g%0A0iTQ%0A","width":2906,"height":1350},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUpdate Permissions\u003c/b\u003e\u003cbr\u003eFinally, select \"Update person\" to apply the new permission set to the user.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1193041718/eed8c642f38907a7725427de/Screenshot+2024-09-25+at+19_10_08.png?expires=1732410000\u0026signature=f7018e2f0a3edf92c0306592960ca56b245d783f5f618fcca2e15c5d17acaed9\u0026req=dSEuFcl6nIZeUfMW1HO4zemu0Z1R2lqa5mPBfGYNx%2FAZQRaqhQ57WP2k7lLi%0AC7i1%0A","width":2342,"height":1304}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Video Tutorial","idAttribute":"h_20ce94d5ea"},{"type":"paragraph","text":"For an overview of the permission sets builder, check out the video below!","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"video","provider":"youtube","id":"u-6ZBCdwF6Y"}],"collectionId":"8924895","description":"Select permissions and build a custom permission set for your team.","id":"8555851","lastUpdated":"Updated yesterday","relatedArticles":[{"title":"Permission Builder: Try Out","url":"https://help.productive.io/en/articles/8974749-permission-builder-try-out"},{"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"},{"title":"Managing Permissions for Client and Contact Management","url":"https://help.productive.io/en/articles/9795683-managing-permissions-for-client-and-contact-management"},{"title":"Managing Time Entry Approval Permissions","url":"https://help.productive.io/en/articles/9897073-managing-time-entry-approval-permissions"}],"targetUserType":"everyone","title":"Permission Builder","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.productive.io/en/collections/38808-roles-and-permissions","name":"Roles and Permissions"},{"url":"https://help.productive.io/en/collections/8924895-permission-builder","name":"Permission Builder"}],"selectedReaction":null,"showReactions":true,"themeCSSCustomProperties":{"--body-bg":"rgb(255, 255, 255)","--body-image":"none","--body-bg-rgb":"255, 255, 255","--body-border":"rgb(230, 230, 230)","--body-primary-color":"#1a1a1a","--body-secondary-color":"#737373","--body-reaction-bg":"rgb(242, 242, 242)","--body-reaction-text-color":"rgb(64, 64, 64)","--body-toc-active-border":"#737373","--body-toc-inactive-border":"#f2f2f2","--body-toc-inactive-color":"#737373","--body-toc-active-font-weight":400,"--body-table-border":"rgb(204, 204, 204)","--body-color":"hsl(0, 0%, 0%)","--footer-bg":"rgb(255, 255, 255)","--footer-image":"none","--footer-border":"rgb(230, 230, 230)","--footer-color":"hsl(256, 100%, 34%)","--header-bg":"rgb(45, 0, 173)","--header-image":"none","--header-color":"hsl(0, 0%, 100%)","--collection-card-bg":"rgb(255, 255, 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