Quickly understand the difference between limited member, member, and admin role permissions.
User role availability and limits vary by plan. Learn more
The limited member and limited member read only user roles are slowly being released to every Workspace. Owners and admins will receive an email before these roles are activated in their Workspace.
Default permissions by plan
Every plan has the same set of default Workspace-level user permissions.
Available permissioned features vary by plan. For example, Audit Logs is a permissioned feature that is only available on the Enterprise Plan.
Depending on plan and user role full, edit, comment, and view-only permissions can also be set for individual items and locations.
Edit default permissions
On Business Plus and Enterprise plans, these default permissions can be edited and used to create custom roles.
One custom role is available on our Business Plus Plan. Unlimited custom role permissions are available on our Enterprise Plan.
Permissions in detail
This article is an overview of Workspace-level permissions. Individual people can be given full, edit, comment, and view-only permissions for each Workspace location or item shared with them.
To easily see how permissions assigned when sharing impact default permissions, use the tables in our Permissions in detail article.
Manage and invite users permissions
The following table shows member and admin default permissions for managing and inviting other Workspace users:
| Permission |
Available to limited members by default? |
Can this limited member permission be edited on Business Plus and Enterprise Plans? |
Available to members by default? |
Can this member permission be edited on Business Plus and Enterprise Plans? |
Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Manage Users Permits users to add, remove, change roles, and manage invites for all members and guests in the Workspace. |
No |
No |
No |
Yes |
Yes | Yes |
|
Invite Members permission Permits users to invite new members to the Workspace. |
No |
No |
Yes |
Yes |
Yes |
Yes. To enable this invite permission, turn off the Manage Users custom role permission. |
|
Invite Guests permission
Permits users to invite new guests to the Workspace. |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Custom Roles Permits the user to create, edit, delete, and manage all custom roles. |
No | No | No | No |
No |
Yes. Admins can be given a custom role providing access to all permissions. |
Workspace permissions
The following table shows member and admin default permissions for editing Workspace permissions:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Workspace Permissions Permits the user to change Workspace level permissions like 2FA, Public Sharing, and SSO. |
No | No | No | No | Yes | Yes |
Integrations permissions
By default, members do not have permission to set up third-party Workspace integrations except for Git.
The following table shows member and admin default permissions for managing integrations:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Workspace Integrations Permits the user to set up any third-party integration. |
No | No | No | Yes | Yes | Yes |
|
Git Permits the user to see and open the Github/ Bitbucket/ Gitlab modal on tasks and use all the features. |
No | No | Yes | Yes | Yes | Yes |
Task permissions
The following table shows member and admin permissions that can be set for task statuses and task tags:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Edit Statuses Permits the user to create, edit, and delete task statuses. When Edit Statuses is on and Delete Items off, you can't delete statuses. |
No | No | Yes | Yes | Yes | Yes |
|
Manage Tags Permits the user to create, edit, and delete tags. When Manage Tags is on and Delete Items is off, you can't delete tags. |
No | No | Yes | Yes | Yes | Yes |
Space permissions
The following table shows member and admin default permissions for creating and managing Spaces:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Create Spaces Permits the user to create Spaces in the team Workspace. |
Yes | Yes | Yes | Yes | Yes | Yes |
Views permissions
By default, members and admins can access and create views. There are also permission options for protecting views that can be applied per user and view.
The following table shows member and admin default permissions for creating views:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Create Views
Permits the user to create and edit views on locations. When disabled, members and admins can still create private views. |
No |
Yes. Enabling this setting allows all limited members to create and edit views. To apply this permission to people individually, enable the individual Create View permission. |
Yes | Yes | Yes | Yes |
ClickApp permissions
All ClickApps are available to members and admins by default. The following table shows the ClickApps that can disabled for members or admins:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Manage Custom Fields Permits the user to create, edit, and delete Custom Fields. If you have Manage Custom Fields turned on and Delete Items off, you can't delete Custom Fields. |
No | No | Yes | Yes | Yes | Yes |
|
Create Custom Fields Available on the Business Plus and Enterprise Plans only. |
No | No | Yes | Yes | Yes | Yes |
|
Edit Custom Fields Available on the Business Plus and Enterprise Plans only. Permits the user to make changes to Custom Fields, including Name, Description, and Location. |
No | No | Yes | Yes | Yes | Yes |
|
Merge Custom Fields Available on the Business Plus and Enterprise Plans only. Permits the user to merge multiple Custom Fields of the same type into a single Custom Field. This permission is only available using Custom Field Manager. |
No | No | Yes | Yes | Yes | Yes |
|
Convert Custom Fields Available on the Business Plus and Enterprise Plans only. Permits the user to convert Custom Fields from one type to another. For example, Dropdown to Label. This permission is only available using Custom Field Manager. |
No | No | Yes | Yes | Yes | Yes |
|
Move Custom Fields Available on the Business Plus and Enterprise Plans only. Permits the user to move Custom Fields up or down the location hierarchy. For example, Space to List, or Folder to Space. Optionally, you can control who can move fields to or from the Workspace level. To permit users to move fields at the Workspace level, check the Workspace level box. This permission is only available using Custom Field Manager. |
No | No | Yes | Yes | Yes | Yes |
|
Pinned Custom Fields Permits the user to pin a Custom Field. Pinned Custom Fields are pinned across the Workspace wherever that field is being used. |
Yes | Yes | Yes | Yes | Yes | Yes |
|
Send Email with the Email ClickApp Permits the user to send emails using the Email ClickApp. |
No | Yes | Yes |
Yes |
Yes |
Yes |
|
Add Email Accounts Permits the user to add authorized email accounts using the Email ClickApp. |
No |
No |
Yes
|
Yes. This automatically enables the Send Email permission, but any combination of the two permissions can be set. |
Yes |
Yes. This automatically enables the Send Email permission, but any combination of the two permissions can be set. |
Delete Items permissions
By default, members and admins can delete Workspace items. This permission can be restricted to only the items that they created.
The following table shows member and admin default permissions for deleting items:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Delete Items Permits the user to delete the following items:
|
Yes | Yes | Yes | Yes | Yes | Yes |
|
Only if created Limits the user to only deleting the items they create. |
Yes. This limit is in place for limited members by default. |
Yes. To allow limited members to delete all of the above items, uncheck the Only if created check box below the Delete Items setting. |
Yes. This limit is in place for members by default. |
Yes. To allow members to delete all of the above items, uncheck the Only if created check box below the Delete Items setting. |
No. This limit is not in place for admins by default. |
Yes.
Admins can delete all of the above items by default. To limit this permission, check the Only if created check box below the Delet Items setting. |
Importing and Exporting permissions
Following are the default importing and exporting permissions for members and admins:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Importing Permits the user to export via the Workspace export setting. |
No | No | Yes | Yes | Yes | Yes |
|
Exporting Permits the user to import tasks via the Workspace import settings. |
No | No | No | Yes | Yes | Yes |
Audit Logs permissions
Following are the default audit log permissions for members and admins:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
View Audit Logs Gives the user permission to view Workspace audit logs. |
No | No | No | No | No | Yes |
Time Tracking Actions permissions
Following are the default time tracking permissions for members and admins:
| Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
View Team Timesheets Gives the user permission to view timesheets for other members. |
No | No | No | Yes | Yes | Yes |
Advanced Permissions
Advanced permissions are enhanced security features that are either on or off for the entire Workspace. Take a look at our article Configure advanced permissions to see all of these permissions and learn how to turn them on or off.
Following are the Advanced Permissions that affect user permissions:
| Advanced Permission | Available to limited members by default? | Can this limited member permission be edited on Business Plus and Enterprise Plans? | Available to members by default? | Can this member permission be edited on Business Plus and Enterprise Plans? | Available to admins by default? | Can this admin permission be edited on Business Plus and Enterprise Plans? |
|
Request Access Available on all plans. Gives members and guests permission to request access to tasks. Item owners can approve and deny requests. |
Yes |
Disable this permission for all Workspace users. |
Yes |
Disable this permission for all Workspace users. |
Yes |
Disable this permission for all Workspace users. |
|
Allow admins to manage private Spaces Available on Enterprise Plans only. Allow admins to transfer Space ownership, add people, and remove people from newly-created private Spaces by enabling this setting. Admins can see the names of all private Spaces created after this setting is enabled. This permission cannot be overridden when creating new Spaces. Once enabled, an email will be sent to everyone in the Workspace to let them know that admins can manage private Spaces. |
No | No | No | No |
No
|
Yes. Enable this advanced permission. Admins cannot manage private Spaces created before this permission was enabled unless the admin manually turns on the setting within the Space's Sharing & Permissions modal. |
|
Allow admins to manage private Custom Fields Available on Enterprise Plans only. Allow admins to see and edit all private Custom Fields. |
No |
No |
No |
No |
No |
Yes. Enable this advanced permission. |
|
Block Public Sharing Available on Enterprise Plans only. All future public sharing is prevented. Pre-existing publicly shared items are not impacted but can be disabled.
|
No |
Yes. Enable this advanced permission. |
No |
Yes. Enable this advanced permission. |
No |
Yes. Enable this advanced permission. |
Guest default permissions
| Permission | Available to guests by default? | Can this guest permission be edited on Business Plus and Enterprise Plans? |
|
Pinned Custom Fields Permits the user to pin a Custom Field. Pinned Custom Fields are pinned across the Workspace wherever that field is being used. |
Yes | Yes |
| Create Views | No |
Yes. Enabling this setting allows all guests to create and edit views. To apply this permission to people individually, enable the individual Create View permission. |
|
Delete Items Permits the user to delete the following items:
|
Yes | Yes |
|
Only if created Limits the user to only deleting the items they create. |
Yes |
To allow limited members to delete all of the above items, uncheck the Only if created check box below the Delete Items setting. |
|
Request Access This is an advanced permission available on all plans. Gives members and guests permission to request access to tasks. Item owners can approve and deny requests. |
Yes |
Yes |