FAQ
Do I need a full account to use Producit?
Section titled “Do I need a full account to use Producit?”Internal team members usually use full accounts with role-based access. External users such as clients and vendors may use shared or portal access depending on the workflow.
See:
Why can another teammate see something that I cannot?
Section titled “Why can another teammate see something that I cannot?”Usually one of these:
- different role or permission set
- different workspace or organization
- event or record filters
- access shared only to specific stakeholders
Check Roles & Permissions first.
What is the fastest way to set up a new show?
Section titled “What is the fastest way to set up a new show?”Use this order:
- create the event
- add budget assumptions
- assign crew
- define logistics and hospitality
- attach a checklist template
Start with Your First Event.
Can I reuse the same setup for recurring events?
Section titled “Can I reuse the same setup for recurring events?”Yes. Repeated formats should use templates so the team does not recreate the same structure each time.
See Event Templates.
Where should I go if numbers do not match?
Section titled “Where should I go if numbers do not match?”Start by checking:
- date filters
- event vs organization scope
- missing expenses or invoices
- pending bank reconciliation
Then review:
What happens if a vendor cannot access the portal?
Section titled “What happens if a vendor cannot access the portal?”Ask them to open the newest link, retry in an incognito window, and confirm they copied the full URL. If that fails, resend access from the portal workflow.
See Vendor Portal.
Where do I report a bug?
Section titled “Where do I report a bug?”Capture:
- what page failed
- what you were trying to do
- the exact error
- screenshots
- event or record name
Then use Troubleshooting & Support as the escalation checklist.