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max-lg:border-none border-body-toc-active-border px-4"><a id="#h_5749a9be62" href="#h_5749a9be62" data-testid="toc-link-0" 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 font-toc-active 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_7c0f2daf35" href="#h_7c0f2daf35" 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_228d1979f3" href="#h_228d1979f3" 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_6c4d16f2a6" href="#h_6c4d16f2a6" 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></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/38808-roles-and-permissions" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Roles and Permissions</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/10453490-tailoring-custom-permission-sets" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Tailoring Custom Permission Sets</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">Customizing Client Permissions</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">Customizing Client Permissions</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Create custom client permission sets and decide which specific permissions you want to include. Assign the custom permission set to clients.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 2 months 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="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_5749a9be62" href="#h_5749a9be62" data-testid="toc-link-0" 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 font-toc-active 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_7c0f2daf35" href="#h_7c0f2daf35" 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_228d1979f3" href="#h_228d1979f3" 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_6c4d16f2a6" href="#h_6c4d16f2a6" 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></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>Managing <b>client relationships in project management </b>requires both collaboration and data security. </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 achieve this balance, you can rely on the <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">default system permissions</a> or use <a href="https://help.productive.io/en/articles/8517221-permission-builder">the custom permission builder</a> for more tailored control.</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>The <b>custom permission builder</b> allows you to create both <b>custom employee and custom client permissions</b>, giving you the flexibility to adjust access levels according to 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>This guide focuses on <b>customizing client permissions</b>, enabling project managers to grant clients the appropriate level of access while ensuring sensitive information remains protected.</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_5749a9be62"><br/>Creating a Custom Client Permission Set</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To build your custom client permission set, go to the Permission builder in Settings (<b>Settings</b> > <b>Permission sets</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/1039464297/5df1346046a6d85e52db4235/Screenshot+2024-05-02+at+16_23_02.png?expires=1732429800&signature=5dbefb68b1a45c9e3916a7228ea379e8a42fcbab82a56e04d7f9a6ab9e088d46&req=dSAkH814mYNWXvMW1HO4zT1zgpYVc%2BzzngqKD1lWpGkLnn9lA0jLLu2ZwXW8%0AT18g3wqibwXvGi0UFSE%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1039464297/5df1346046a6d85e52db4235/Screenshot+2024-05-02+at+16_23_02.png?expires=1732429800&signature=5dbefb68b1a45c9e3916a7228ea379e8a42fcbab82a56e04d7f9a6ab9e088d46&req=dSAkH814mYNWXvMW1HO4zT1zgpYVc%2BzzngqKD1lWpGkLnn9lA0jLLu2ZwXW8%0AT18g3wqibwXvGi0UFSE%3D%0A" width="2922" height="1106"/></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>Once there, just like when setting up permissions for <a href="https://help.productive.io/en/articles/8517221-permissions-builder">employees</a>, click "<b>+ New Permission Set</b>" and choose "<b>Client</b>" as your base 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/1039477504/52e6a43f64ecb09ee5550aea/Screenshot+2024-05-02+at+16_32_10.png?expires=1732429800&signature=2a906b6feac3364dd36945204566344a695f66dc198dca757a33daea19d9698f&req=dSAkH815moRfXfMW1HO4zaLiEGz71pud65T%2BXpF6CXeJdZM%2BXDbsnZae9gyF%0AY117uHNIofJgrqPCJ5g%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1039477504/52e6a43f64ecb09ee5550aea/Screenshot+2024-05-02+at+16_32_10.png?expires=1732429800&signature=2a906b6feac3364dd36945204566344a695f66dc198dca757a33daea19d9698f&req=dSAkH815moRfXfMW1HO4zaLiEGz71pud65T%2BXpF6CXeJdZM%2BXDbsnZae9gyF%0AY117uHNIofJgrqPCJ5g%3D%0A" width="2936" height="1592"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>From there, you can fine-tune permissions to a detailed level. For instance, you can prevent clients from altering tasks or accessing docs unless explicitly allowed.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1046264724/0e565c8a32a076c1421d812a/Screenshot+2024-05-09+at+16_44_06.png?expires=1732429800&signature=68a32bd6472160de1664c156eb3a657d04faf0e6ad47a968838db4b19fd74eb3&req=dSAjEMt4mYZdXfMW1HO4zfmzRRdOx3oI3AorHEOiVgP0YWIvRtQWugswPmTV%0AygM0pMVRwwCkEAUqOBI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1046264724/0e565c8a32a076c1421d812a/Screenshot+2024-05-09+at+16_44_06.png?expires=1732429800&signature=68a32bd6472160de1664c156eb3a657d04faf0e6ad47a968838db4b19fd74eb3&req=dSAjEMt4mYZdXfMW1HO4zfmzRRdOx3oI3AorHEOiVgP0YWIvRtQWugswPmTV%0AygM0pMVRwwCkEAUqOBI%3D%0A" width="1018" height="1252" style="width:550px"/></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>After saving, you'll see the client seat labeled with a "<b>Free seat</b>" badge. Also, note that there are fewer permissions available compared to a paid seat, which is meant for users needing more features.</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/1046981438/9103878ac8492eb926487dc2/Screenshot+2024-05-10+at+10_31_25.png?expires=1732429800&signature=cf2edb663b023d16ba7ab5bde02c0a1569c2e081d81352e2e20fd0967c1ae441&req=dSAjEMB2nIVcUfMW1HO4ze9D26ooumkG0JAEJcDvFrMBbg4mUrl7hfRhG4R9%0AvRwK0OMJLO8CudJ3Z18%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1046981438/9103878ac8492eb926487dc2/Screenshot+2024-05-10+at+10_31_25.png?expires=1732429800&signature=cf2edb663b023d16ba7ab5bde02c0a1569c2e081d81352e2e20fd0967c1ae441&req=dSAjEMB2nIVcUfMW1HO4ze9D26ooumkG0JAEJcDvFrMBbg4mUrl7hfRhG4R9%0AvRwK0OMJLO8CudJ3Z18%3D%0A" width="3042" height="1150"/></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-heading intercom-interblocks-align-left"><h1 id="h_7c0f2daf35">Saving and Testing the Permission Set </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once you've adjusted permissions for your <b>client user</b>, save the permission set by clicking "<b>Save changes</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/1046287078/40c6845a551901592d0ebdd8/Screenshot+2024-05-09+at+17_00_33.png?expires=1732429800&signature=6eddbf48d061a013710e0fdd1ef2d0629d2a6131e41d707826ae717048a48ffb&req=dSAjEMt2moFYUfMW1HO4zV3yiDcD1ick%2FxAR5R3krIuiE6OC5EWN27Qq8iXO%0Ann9kvmU8Dn2tgozKxlE%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1046287078/40c6845a551901592d0ebdd8/Screenshot+2024-05-09+at+17_00_33.png?expires=1732429800&signature=6eddbf48d061a013710e0fdd1ef2d0629d2a6131e41d707826ae717048a48ffb&req=dSAjEMt2moFYUfMW1HO4zV3yiDcD1ick%2FxAR5R3krIuiE6OC5EWN27Qq8iXO%0Ann9kvmU8Dn2tgozKxlE%3D%0A" width="2630" height="1482"/></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>To preview what the user will see in the app, select "<b>Try it out</b>" in the upper-right corner. Note that this option appears only after you've saved the permission set.<br/><br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1046287812/031321dad24f905c3f68a4d3/Screenshot+2024-05-09+at+17_01_44.png?expires=1732429800&signature=eb86923d2a8056a03c990920eb9a2c3874f88e1fee6e0dfb7819410709f4251a&req=dSAjEMt2moleW%2FMW1HO4zZKqLYGiIkJpvOoUq6xf0dVpjSE5ihHWDJZ1je%2Fl%0AQtMbrPAYVL03MnW2ri0%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1046287812/031321dad24f905c3f68a4d3/Screenshot+2024-05-09+at+17_01_44.png?expires=1732429800&signature=eb86923d2a8056a03c990920eb9a2c3874f88e1fee6e0dfb7819410709f4251a&req=dSAjEMt2moleW%2FMW1HO4zZKqLYGiIkJpvOoUq6xf0dVpjSE5ihHWDJZ1je%2Fl%0AQtMbrPAYVL03MnW2ri0%3D%0A" width="2122" height="1218"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_228d1979f3">Assigning the Client Permission Set</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Finally, assign this newly created permission set to your client user. Go to their user profile (<b>CRM</b> > <b>Contacts</b>), click the three-dot menu in the upper right, choose "Edit Permissions", and assign the new 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/1046292344/11225e16e970cc539da64bf8/Screenshot+2024-05-09+at+17_06_50.png?expires=1732429800&signature=5b55940422c819f2e250164c963e73bb2be4b5bfb97aaf70d775e013c6fe2931&req=dSAjEMt3n4JbXfMW1HO4zcT55uO5bo8DaKUiwcTqYXMWJ4E21lV4S5rIx4wm%0AOxey4XxB9nAGgvzxWHk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1046292344/11225e16e970cc539da64bf8/Screenshot+2024-05-09+at+17_06_50.png?expires=1732429800&signature=5b55940422c819f2e250164c963e73bb2be4b5bfb97aaf70d775e013c6fe2931&req=dSAjEMt3n4JbXfMW1HO4zcT55uO5bo8DaKUiwcTqYXMWJ4E21lV4S5rIx4wm%0AOxey4XxB9nAGgvzxWHk%3D%0A" width="2858" height="1336"/></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-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip</b>: If the client profile hasn't been set up yet, don't worry. Go to <b>CRM</b> > <b>Contacts</b>, select <b>+ Person</b>, create the user profile, and invite them to 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>Choose "<b>Client</b>" from the dropdown menu, select the new <b>custom permission set</b>, and you'll be good to go!</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/1046991801/230e0215b7d651e57dd40345/Add+CCP.gif?expires=1732429800&signature=669b8bc53e670d2ccbb3e270ea13a7376821940c4d22a97ec8fa8a2cc5d01d11&req=dSAjEMB3nIlfWPMW1HO4zeXbkVg%2BwbdjsrGMi%2FjaZ7OuSybNCjp5KL03R4UM%0AFxbhnHbmjirAALONDk4%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1046991801/230e0215b7d651e57dd40345/Add+CCP.gif?expires=1732429800&signature=669b8bc53e670d2ccbb3e270ea13a7376821940c4d22a97ec8fa8a2cc5d01d11&req=dSAjEMB3nIlfWPMW1HO4zeXbkVg%2BwbdjsrGMi%2FjaZ7OuSybNCjp5KL03R4UM%0AFxbhnHbmjirAALONDk4%3D%0A" width="2068" height="1080"/></a></div></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_6c4d16f2a6">Client Budget and Project Access</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Before clients can collaborate with your teams in Productive, ensure you've enabled <b>budget</b> and <b>project access</b> for them. Inviting them to specific projects and budgets is a necessary step (each action is separate). </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>1) Adding the "Example Name" client to a project:</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/1047103331/e4dd96498bfa8a077caf6a6b/Screenshot+2024-05-10+at+13_02_49.png?expires=1732429800&signature=e450baf3ea081befb73b7155794ab62f4816a72c4530a784523ecc0431f13e69&req=dSAjEch%2BnoJcWPMW1HO4zWB5v7Xsqkn8pc%2ByytZr84WT4tJGBDLEnoArq6Is%0AJau5n2EVuCwr%2BEYO1nI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1047103331/e4dd96498bfa8a077caf6a6b/Screenshot+2024-05-10+at+13_02_49.png?expires=1732429800&signature=e450baf3ea081befb73b7155794ab62f4816a72c4530a784523ecc0431f13e69&req=dSAjEch%2BnoJcWPMW1HO4zWB5v7Xsqkn8pc%2ByytZr84WT4tJGBDLEnoArq6Is%0AJau5n2EVuCwr%2BEYO1nI%3D%0A" width="2842" height="1326" style="width:500px"/></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>2) Adding the "Example Name" client to a budget:</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/1047104245/4a83cfdbd56a54f9f4eadeac/Screenshot+2024-05-10+at+13_04_41.png?expires=1732429800&signature=d0d10ff45b912ecac2c33ac7b6862ecd503d9ed017467d98136ba8bce032bb51&req=dSAjEch%2BmYNbXPMW1HO4zWktNRuRjVINkdObnAYJm6iLBTMPvFVNFhSENRDu%0ArZAbpGEl46Ge1mthLks%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1047104245/4a83cfdbd56a54f9f4eadeac/Screenshot+2024-05-10+at+13_04_41.png?expires=1732429800&signature=d0d10ff45b912ecac2c33ac7b6862ecd503d9ed017467d98136ba8bce032bb51&req=dSAjEch%2BmYNbXPMW1HO4zWktNRuRjVINkdObnAYJm6iLBTMPvFVNFhSENRDu%0ArZAbpGEl46Ge1mthLks%3D%0A" width="3680" height="1436" style="width:500px"/></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>3) Note that <b>for budgets, there's</b> <b>an extra step</b>: enabling Client access. </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>Open the budget sidebar and toggle on the "<b>Client access</b>" option for the client to see budget details. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For more information about this feature, refer to <a href="https://help.productive.io/en/articles/2179616-giving-clients-access-to-budgets-and-timesheets">this article</a>!</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/1046992548/f2ce321fcca3d863f8d3af0f/Screenshot+2024-05-10+at+10_44_19.png?expires=1732429800&signature=77322579d0718f679784056a77ec8fc5f9ced4ad5239aa86c6c10ecd204c73bf&req=dSAjEMB3n4RbUfMW1HO4zYMrhWl%2BEBhcO42EpMxnLjMR59sXKHz0ofq7N3QG%0A9rz%2Fh4bmesq3c02ETik%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1046992548/f2ce321fcca3d863f8d3af0f/Screenshot+2024-05-10+at+10_44_19.png?expires=1732429800&signature=77322579d0718f679784056a77ec8fc5f9ced4ad5239aa86c6c10ecd204c73bf&req=dSAjEMB3n4RbUfMW1HO4zYMrhWl%2BEBhcO42EpMxnLjMR59sXKHz0ofq7N3QG%0A9rz%2Fh4bmesq3c02ETik%3D%0A" width="3812" height="1442" style="width:500px"/></a></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 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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":"4b45e600-5b02-4dcc-aaef-fcbbd9234c43","role":"visitor_role"},"articleContent":{"articleId":"9273131","author":null,"blocks":[{"type":"paragraph","text":"Managing \u003cb\u003eclient relationships in project management \u003c/b\u003erequires both collaboration and data security. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"To achieve this balance, you can rely on the \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003edefault system permissions\u003c/a\u003e or use \u003ca href=\"https://help.productive.io/en/articles/8517221-permission-builder\"\u003ethe custom permission builder\u003c/a\u003e for more tailored control.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"The \u003cb\u003ecustom permission builder\u003c/b\u003e allows you to create both \u003cb\u003ecustom employee and custom client permissions\u003c/b\u003e, giving you the flexibility to adjust access levels according to specific needs.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This guide focuses on \u003cb\u003ecustomizing client permissions\u003c/b\u003e, enabling project managers to grant clients the appropriate level of access while ensuring sensitive information remains protected.","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":"\u003cbr\u003eCreating a Custom Client Permission Set","idAttribute":"h_5749a9be62"},{"type":"paragraph","text":"To build your custom client permission set, go to the Permission builder in Settings (\u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003ePermission sets\u003c/b\u003e).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1039464297/5df1346046a6d85e52db4235/Screenshot+2024-05-02+at+16_23_02.png?expires=1732429800\u0026signature=5dbefb68b1a45c9e3916a7228ea379e8a42fcbab82a56e04d7f9a6ab9e088d46\u0026req=dSAkH814mYNWXvMW1HO4zT1zgpYVc%2BzzngqKD1lWpGkLnn9lA0jLLu2ZwXW8%0AT18g3wqibwXvGi0UFSE%3D%0A","width":2922,"height":1106},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Once there, just like when setting up permissions for \u003ca href=\"https://help.productive.io/en/articles/8517221-permissions-builder\"\u003eemployees\u003c/a\u003e, click \"\u003cb\u003e+ New Permission Set\u003c/b\u003e\" and choose \"\u003cb\u003eClient\u003c/b\u003e\" as your base permission set.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1039477504/52e6a43f64ecb09ee5550aea/Screenshot+2024-05-02+at+16_32_10.png?expires=1732429800\u0026signature=2a906b6feac3364dd36945204566344a695f66dc198dca757a33daea19d9698f\u0026req=dSAkH815moRfXfMW1HO4zaLiEGz71pud65T%2BXpF6CXeJdZM%2BXDbsnZae9gyF%0AY117uHNIofJgrqPCJ5g%3D%0A","width":2936,"height":1592},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"From there, you can fine-tune permissions to a detailed level. For instance, you can prevent clients from altering tasks or accessing docs unless explicitly allowed.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1046264724/0e565c8a32a076c1421d812a/Screenshot+2024-05-09+at+16_44_06.png?expires=1732429800\u0026signature=68a32bd6472160de1664c156eb3a657d04faf0e6ad47a968838db4b19fd74eb3\u0026req=dSAjEMt4mYZdXfMW1HO4zfmzRRdOx3oI3AorHEOiVgP0YWIvRtQWugswPmTV%0AygM0pMVRwwCkEAUqOBI%3D%0A","width":1018,"height":1252,"displayWidth":550,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"After saving, you'll see the client seat labeled with a \"\u003cb\u003eFree seat\u003c/b\u003e\" badge. Also, note that there are fewer permissions available compared to a paid seat, which is meant for users needing more features.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1046981438/9103878ac8492eb926487dc2/Screenshot+2024-05-10+at+10_31_25.png?expires=1732429800\u0026signature=cf2edb663b023d16ba7ab5bde02c0a1569c2e081d81352e2e20fd0967c1ae441\u0026req=dSAjEMB2nIVcUfMW1HO4ze9D26ooumkG0JAEJcDvFrMBbg4mUrl7hfRhG4R9%0AvRwK0OMJLO8CudJ3Z18%3D%0A","width":3042,"height":1150},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Saving and Testing the Permission Set ","idAttribute":"h_7c0f2daf35"},{"type":"paragraph","text":"Once you've adjusted permissions for your \u003cb\u003eclient user\u003c/b\u003e, save the permission set by clicking \"\u003cb\u003eSave changes\u003c/b\u003e\". ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1046287078/40c6845a551901592d0ebdd8/Screenshot+2024-05-09+at+17_00_33.png?expires=1732429800\u0026signature=6eddbf48d061a013710e0fdd1ef2d0629d2a6131e41d707826ae717048a48ffb\u0026req=dSAjEMt2moFYUfMW1HO4zV3yiDcD1ick%2FxAR5R3krIuiE6OC5EWN27Qq8iXO%0Ann9kvmU8Dn2tgozKxlE%3D%0A","width":2630,"height":1482},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"To preview what the user will see in the app, select \"\u003cb\u003eTry it out\u003c/b\u003e\" in the upper-right corner. Note that this option appears only after you've saved the permission set.\u003cbr\u003e\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1046287812/031321dad24f905c3f68a4d3/Screenshot+2024-05-09+at+17_01_44.png?expires=1732429800\u0026signature=eb86923d2a8056a03c990920eb9a2c3874f88e1fee6e0dfb7819410709f4251a\u0026req=dSAjEMt2moleW%2FMW1HO4zZKqLYGiIkJpvOoUq6xf0dVpjSE5ihHWDJZ1je%2Fl%0AQtMbrPAYVL03MnW2ri0%3D%0A","width":2122,"height":1218},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"},{"type":"heading","text":"Assigning the Client Permission Set","idAttribute":"h_228d1979f3"},{"type":"paragraph","text":"Finally, assign this newly created permission set to your client user. Go to their user profile (\u003cb\u003eCRM\u003c/b\u003e \u0026gt; \u003cb\u003eContacts\u003c/b\u003e), click the three-dot menu in the upper right, choose \"Edit Permissions\", and assign the new permission set.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1046292344/11225e16e970cc539da64bf8/Screenshot+2024-05-09+at+17_06_50.png?expires=1732429800\u0026signature=5b55940422c819f2e250164c963e73bb2be4b5bfb97aaf70d775e013c6fe2931\u0026req=dSAjEMt3n4JbXfMW1HO4zcT55uO5bo8DaKUiwcTqYXMWJ4E21lV4S5rIx4wm%0AOxey4XxB9nAGgvzxWHk%3D%0A","width":2858,"height":1336},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: If the client profile hasn't been set up yet, don't worry. Go to \u003cb\u003eCRM\u003c/b\u003e \u0026gt; \u003cb\u003eContacts\u003c/b\u003e, select \u003cb\u003e+ Person\u003c/b\u003e, create the user profile, and invite them to Productive. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Choose \"\u003cb\u003eClient\u003c/b\u003e\" from the dropdown menu, select the new \u003cb\u003ecustom permission set\u003c/b\u003e, and you'll be good to go!","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1046991801/230e0215b7d651e57dd40345/Add+CCP.gif?expires=1732429800\u0026signature=669b8bc53e670d2ccbb3e270ea13a7376821940c4d22a97ec8fa8a2cc5d01d11\u0026req=dSAjEMB3nIlfWPMW1HO4zeXbkVg%2BwbdjsrGMi%2FjaZ7OuSybNCjp5KL03R4UM%0AFxbhnHbmjirAALONDk4%3D%0A","width":2068,"height":1080}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Client Budget and Project Access","idAttribute":"h_6c4d16f2a6"},{"type":"paragraph","text":"Before clients can collaborate with your teams in Productive, ensure you've enabled \u003cb\u003ebudget\u003c/b\u003e and \u003cb\u003eproject access\u003c/b\u003e for them. Inviting them to specific projects and budgets is a necessary step (each action is separate). ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"1) Adding the \"Example Name\" client to a project:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1047103331/e4dd96498bfa8a077caf6a6b/Screenshot+2024-05-10+at+13_02_49.png?expires=1732429800\u0026signature=e450baf3ea081befb73b7155794ab62f4816a72c4530a784523ecc0431f13e69\u0026req=dSAjEch%2BnoJcWPMW1HO4zWB5v7Xsqkn8pc%2ByytZr84WT4tJGBDLEnoArq6Is%0AJau5n2EVuCwr%2BEYO1nI%3D%0A","width":2842,"height":1326,"displayWidth":500},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"2) Adding the \"Example Name\" client to a budget:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1047104245/4a83cfdbd56a54f9f4eadeac/Screenshot+2024-05-10+at+13_04_41.png?expires=1732429800\u0026signature=d0d10ff45b912ecac2c33ac7b6862ecd503d9ed017467d98136ba8bce032bb51\u0026req=dSAjEch%2BmYNbXPMW1HO4zWktNRuRjVINkdObnAYJm6iLBTMPvFVNFhSENRDu%0ArZAbpGEl46Ge1mthLks%3D%0A","width":3680,"height":1436,"displayWidth":500},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"3) Note that \u003cb\u003efor budgets, there's\u003c/b\u003e \u003cb\u003ean extra step\u003c/b\u003e: enabling Client access. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Open the budget sidebar and toggle on the \"\u003cb\u003eClient access\u003c/b\u003e\" option for the client to see budget details. ","class":"no-margin"},{"type":"paragraph","text":"For more information about this feature, refer to \u003ca href=\"https://help.productive.io/en/articles/2179616-giving-clients-access-to-budgets-and-timesheets\"\u003ethis article\u003c/a\u003e!","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1046992548/f2ce321fcca3d863f8d3af0f/Screenshot+2024-05-10+at+10_44_19.png?expires=1732429800\u0026signature=77322579d0718f679784056a77ec8fc5f9ced4ad5239aa86c6c10ecd204c73bf\u0026req=dSAjEMB3n4RbUfMW1HO4zYMrhWl%2BEBhcO42EpMxnLjMR59sXKHz0ofq7N3QG%0A9rz%2Fh4bmesq3c02ETik%3D%0A","width":3812,"height":1442,"displayWidth":500}],"collectionId":"10453490","description":"Create custom client permission sets and decide which specific permissions you want to include. Assign the custom permission set to clients.","id":"9471635","lastUpdated":"Updated over 2 months ago","relatedArticles":[{"title":"Adjusting User Permissions","url":"https://help.productive.io/en/articles/2179618-adjusting-user-permissions"},{"title":"Employees, Contractors, Clients, and Contacts: An Overview","url":"https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview"},{"title":"Permission Builder","url":"https://help.productive.io/en/articles/8517221-permission-builder"},{"title":"Permission Builder: Try Out","url":"https://help.productive.io/en/articles/8974749-permission-builder-try-out"},{"title":"Managing Permissions for Client and Contact Management","url":"https://help.productive.io/en/articles/9795683-managing-permissions-for-client-and-contact-management"}],"targetUserType":"everyone","title":"Customizing Client 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