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  1. Help Center
  2. Getting Started With Productiv

Getting Started With Productiv

Instructional videos and articles to help you get your Productiv instance set up and data sources configured.

Overview

  • Welcome to Productiv
  • Get Started with Productiv

1. Invite users

  • About Productiv user authentication
  • Understanding Productiv User Roles and Their Importance

2. Connect SSO

  • Connect single sign-on (SSO) systems

3. Connect or upload org chart data

  • Configure Org Chart Connector
  • Configure Org Chart Data: Mapping Columns to Productiv
  • Mapping locations into groups
  • Mapping teams into groups
  • Uploading org chart data

4. Upload contract data

  • Ingest Contracts

5. Upload spend data

  • Spend data
  • Integrating Spend Information
  • Configuring spend connectors

6. Connect more connectors

  • Mobile Device Management (MDM) Connectors
  • Connect Engagement Connectors
  • Cloud Access Security Broker (CASB) Connectors

7. Additional Productiv Functionality

  • Productiv Home Setup
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