Initiate tasks for team members 

Some tasks in Productiv require specific permissions or expertise. If someone else is better suited to a task, you can invite them to Productiv to complete the task. For example, you may need to have your SSO administrator set up single sign-on access to Productiv.

The invitation sends an email to the team member, inviting them to complete the task.

If a Productiv Super Admin is sending the invitation, the invitation also provisions these new users for Productiv.

To invite a teammate:

1. From the app connector set up page, select Invite a teammate to connect.
2. In the Invite via email popup, enter the team member’s Email address.
3. If the person is not currently a Productiv user or does not have permissions to access this application within Productiv, select the user role to assign this person from the Set permissions drop down list. You can choose to provision the user as an Application Admin restricted to only a certain set of applications that include the selected app, a Application Admin for all apps, or a Productiv Super Admin.
4. Enter a note to include in the email message, if desired.
5. Select Send email.

If you are not a Productiv Super Admin, you can still send the teammate an email inviting them to do the task, but you will also need to ask a Productiv Super Admin to provision the team member to Productiv with the appropriate permissions.

NOTE: If you have not yet set up SSO for Productiv authentication, an invited user is provisioned as a Productiv Super Admin.