Default security and permissions settings

Below are the default security and permissions settings when you create a new Workspace.

What you'll need

  • Security and permissions settings vary depending on your plan and user role.
  • Only Workspace owners and admins can access security and permissions settings.

Access security and permissions settings

To open your Workspace's security and permissions page:

  1. In the upper-left corner, click your Workspace avatar.
  2. Select Settings.
  3. In the sidebar, click Security & Permissions.

Security default settings

Below are the default Security settings:

Security option Default setting
Two factor authentication Don't require 2FA
Single-sign on Don't require SSO
Session management

Session duration: Never expires

Idle timeout duration: Never expires

Session management is only available on the Enterprise Plan.

Screenshto of the Security default settings.

Invite permissions default settings

Invite permissions are available on all plans. 

Invite permissions are currently in beta. Once the beta concludes, invite permissions will be turned on by default for Workspaces on all plans.

Custom role permissions default settings

Custom role permissions are available on the Business Plus and Enterprise Plans. 

Learn how Invite Permissions work with Custom Role Permissions in our article Manage user permissions.

Custom role permissions are separated into four sections:

  • Manage Actions
  • Custom Fields
  • Create And Delete Actions
  • Workspace Actions

Manage Actions default settings

Below are the default Manage Actions settings:

Manage Actions option Default setting
Manage Users

Admins: On

Members: Off

Guests: Off

Git

Admins: On

Members: On

Guests: Off

Edit Statuses

Admins: On

Members: On

Guests: Off

Manage Tags

Admins: On

Members: On

Guests: Off

Send Email (Email ClickApp)

Admins: On

Members: On

Guests: Off

Add Email Accounts (Email ClickApp)

Admins: On

Members: On

Guests: Off

Screenshot of the Manage Actions default settings.

Custom Fields default settings

Below are the default Custom Fields settings:

Custom Field action Default setting
Manage Custom Fields

Admins: On

Members: On

Guests: Off

Create Custom Fields

Admins: On

Members: On

Guests: Off

This is available on the Business Plus and Enterprise Plans only.

Edit Custom Fields

Admins: On

Members: On

Guests: Off

This is available on the Business Plus and Enterprise Plans only.

Merge Custom Fields

Admins: On

Members: On

Guests: Off

This is available on the Business Plus and Enterprise Plans only.

Convert Custom Fields

Admins: On

Members: On

Guests: Off

This is available on the Business Plus and Enterprise Plans only.

Move Custom Fields

Admins: On

Members: On

Guests: Off

This is available on the Business Plus and Enterprise Plans only.

Pinned Custom Fields

Admins: On

Members: On

Guests: On

Screenshot of the Custom Fields default settings.

Create And Delete Actions default settings

Below are the default Create and Delete Actions settings:

Create and Delete Action Default setting
Custom Roles

Admins: Off

Members: Off

Guest: Off

Create Spaces

Admins: On

Members: On

Guests: Off

Create Views

Admins: On

Members: On

Guests: Off

Delete Items

Admins: On

Members: On

Guests: Off

Screenshot of the Create And Delete Actions default settings.

Workspace Actions default settings

Below are the default Workspace Actions settings:

Workspace Action Default setting
Exporting

Admins: On

Members: Off

Guests: Off

Importing

Admins: On

Members: On

Guests: Off

Invite Guests

In Workspaces with the invite permissions beta, this setting is in the Invite Permissions section.

Admins: On

Members: On

Guests: Off

Workspace Integrations

Admins: On

Members: Off

Guests: Off

Workspace Permissions

Admins: On

Members: Off

Guests: Off

Screenshot of the Workspace Actions default settings.

Advanced permissions default settings

Below are the default Advanced permissions settings:

Advanced permission Default
Request Access Enabled
Make new Spaces private Disabled
Allow admins to manage private Spaces Disabled
Private attachments Disabled
Block public sharing Disabled

Screenshot of Advanced permissions default settings.

Was this article helpful?