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Default user role permissions

Every plan has the same set of default Workspace-level user role permissions for guests, limited members, members, and admins. Workspace owners have all of these permissions.

Limited members view only have permission to view items and locations that are shared with them.

User role availability and limits vary by plan. Learn more

Can default user role permissions be edited?

On Business Plus and Enterprise plans, default permissions can be edited or used to create custom roles. On all other plans, unless specified below, the default permissions can't be edited.

Guests only have a few default Workspace-level permissions. You can view these in the table at the bottom of this article.

Permission to invite users

There are two invite permissions available on all plans.

Permission to manage users

This table shows the default limited member, member, and admin permissions for managing Workspace users:

Permission Available to limited members by default? Available to members by default? Available to admins by default?
Manage Users
Permits users to manage all Workspace users, including inviting, removing, and changing roles.		 No No
On Business Plus and Enterprise Plans, these permissions can be turned on for members.		 Yes
On Business Plus and Enterprise Plans, these permissions can be turned off for admins.
Manage Teams
Permits users to manage all Workspace Teams, including adding, editing, and removing Teams.		 No No
On Business Plus and Enterprise Plans, these permissions can be turned on for members.		 Yes
On Business Plus and Enterprise Plans, these permissions can be turned off for admins.
Custom Roles
Permits users to create, edit, delete, and manage all custom roles.		 No No Yes
On Business Plus and Enterprise Plans, admins can be given a custom role permission providing access to all permissions.

Permission to edit Workspace-level permissions

This table shows the default limited member, member, and admin permissions for editing Workspace permissions:

Permission Available to limited members by default? Available to members by default? Available to admins by default?
Workspace Permissions
Permits users to change Workspace-level permissions like 2FA, public sharing, and SSO.		 No No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for admins.

Permission to manage third-party integrations

This table shows the default limited member, member, and admin permissions for managing third-party integrations:

Permission Available to limited members by default? Available to members by default? Available to admins by default?
Workspace Integrations
Permits users to set up third-party Workspace integrations.		 No No
On Business Plus and Enterprise Plans, this permission can be turned on for members.		 Yes
On Business Plus and Enterprise Plans, this permission can be turned off for admins.
Personal Integrations
Permits users to set up personal third-party integrations, including personal Connected Search connections. This permission is separate from Workspace Integrations.
This permission is available on the Enterprise Plan and is gradually rolling out, so it may not be visible in your Workspace yet. Its behavior is subject to change.
Some apps that only work through personal connections, like calendar connections used with Planner, may stay available even when this permission is turned off.		 No Yes
This permission can be turned off for members.		 Yes
This permission can be turned off for admins.
Git
Permits users to open the GitHub, Bitbucket, and Gitlab modals from tasks and use all the features.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members.		 Yes
On Business Plus and Enterprise Plans, this permission can be turned off for admins.

Permissions for task statuses and tags

This table shows the default limited member, member, and admin permissions for task statuses and task tags:

Permission Available to limited members by default? Available to members and admins by default?
Edit Statuses
Permits users to create, edit, and delete task statuses.
If the Delete Items permission is off, the user can't delete statuses.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members and admins.
Manage Tags
Permits users to create, edit, and delete task tags.
If the Delete Items permission is off, the user can't delete tags.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members and admins.

Permission to create and manage Spaces

This table shows the default limited member, member, and admin permissions for creating and managing Spaces:

Permission Available to limited members by default? Available to members and admins by default?
Create Spaces
Permits users to create Spaces.		 Yes.
This applies to Limited Members who have comment or above permissions to at least one item or location. This does not apply to Limited members view only.
On Business Plus and Enterprise Plans, this permission can be turned off for limited members.		 Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members and admins.

Permission to create views

This table shows the default limited member, member, and admin permissions for creating views:

Permission Available to limited members? Available to members and admins?
Create Views
Permits users to add a view to a location.		 No
On Business Plus and Enterprise Plans, this permission can be turned on for limited members.
On Unlimited Plans and up, the Create views individual permission can be edited for each limited member.		 Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members and admins.

Permissions to send emails and add accounts

This table shows the default limited member, member, and admin permissions for the Email ClickApp:

Permission Available to limited members by default? Available to members and admins by default?
Send Email
Permits users to send email using the Email ClickApp.		 Yes.
This applies to Limited Members who have comment or above permissions to at least one item or location. This does not apply to Limited members view only.
On Business Plus and Enterprise Plans, this permission can be turned on for limited members.		 Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members and admins if the Add Email Accounts permission is also turned off.
Add Email Accounts
Permits users to add authorized email accounts using the Email ClickApp.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members and admins if the Add Email Accounts permission is also turned off.

Permissions for Custom Fields

This table shows the default limited member, member, and admin permissions for Custom Fields:

Permission Available to limited members by default? Available to members and admins by default?
Manage Custom Fields
Permits users to create, edit, and delete Custom Fields.
If the Delete Items permission is off, the user can't delete Custom Fields.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members or admins.
Create Custom Fields
Permits users to create Custom Fields.
Check the Workspace level box to permit users to create Custom Fields that apply to the entire Workspace.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members or admins.
Edit Custom Fields
Permits users to edit Custom Fields, including the name, description, and location.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members or admins.
Merge Custom Fields
Permits users to merge multiple Custom Fields of the same type into a single Custom Field.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members or admins.
Convert Custom Fields
Permits users to convert Custom Fields from one type to another.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members or admins.
Move Custom Fields
Permits users to move Custom Fields from one Hierarchy location to another.
Check the Workspace level box to permit users to move Custom Fields to or from the Workspace level.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members or admins.
Pinned Custom Fields
Permits users to pin a Custom Field.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members or admins.

Permission to delete specific items

Users who have this permission can delete these items:

This table shows the default limited member, member, and admin permissions for deleting specific items:

Permission Available to limited members and members by default? Available to admins by default?
Delete Items
Permits users to delete the specified items.		 Yes
On Business Plus and Enterprise Plans, these permissions can be turned off for limited members and members.		 Yes
On Business Plus and Enterprise Plans, this permission can be turned off for admins.
Only if created
When this box is checked, users can only delete the items and locations they created.		 Yes
On Business Plus and Enterprise Plans, these permissions can be turned off for limited members and members.		 No
On Business Plus and Enterprise Plans, this permission can be turned on for admins.

Permission to export and import

This table shows the default limited member, member, and admin permissions for exporting and importing:

Permission Available to limited members by default? Available to members by default? Available to admins by default?
Export Views
Permits users to export Docs, Lists, views, and Whiteboards to external formats, for example, CSV or PDF.		 No Yes, if they have Edit or higher permissions to the location.
On Business Plus and Enterprise Plans, this permission is activated by default and can be deactivated.		 Yes, if they have Edit or higher permissions to the location.
On Business Plus and Enterprise Plans, this permission is activated by default and can be deactivated.
Exporting
Permits users to export via the Workspace export feature.		 No No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for admins.
Importing
Permits users to import tasks via the Workspace import settings.		 No Yes
On Business Plus and Enterprise Plans, this permission can be turned off for members.		 Yes
On Business Plus and Enterprise Plans, this permission can be turned off for admins.

Permission to view Workspace audit logs

This table shows the default limited member, member, and admin permissions for viewing Workspace audit logs:

Permission Available to limited members and members by default? Available to admins by default?
View Audit Logs
Permits users to view Workspace audit logs.		 No No
On Business Plus and Enterprise Plans, this permission can be turned on for admins.

Permission to view timesheets