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.
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 | ||
|
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 any third-party integration. |
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. |
|
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 statues. |
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. |
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 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 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 |
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? | Avaialble 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. | ||
|
Edit Custom Fields Permits users to edit Custom Fields, including the name, description, and location. | ||
|
Merge Custom Fields Permits users to merge multiple Custom Fields of the same type into a single Custom Field. | ||
|
Convert Custom Fields Permits users to convert Custom Fields from one type to another. | ||
|
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. | ||
|
Pinned Custom Fields Permits users to pin a Custom Field. |
Permission to delete specific items
Users who have this permission can delete these items:
- Checklists and checklist items
- Checklist templates
- Custom Fields
- Docs
- Folders
- Folder templates
- Lists
- List templates
- Spaces
- Tags
- Tasks
- Task attachments
- Task templates
- Views
- View templates
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. |
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? |
|
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. |
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
This table shows the default limited member, member, and admin permissions for viewing timesheets:
| Permission | Available to limited members by default? | Available to members by default? | Available to admins by default? |
|
View Team Timesheets Permits users to view other users' timesheets. |
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. |
Permission to use a personal API token
This table shows the default limited member, member, and admin permissions for using a personal API token in the Workspace:
| Permission | Available to limited members, members, and admins by default? |
|
Personal API Tokens Permits users to use their personal API token in the Workspace. |
Yes On Business Plus and Enterprise Plans, this permission can be turned off. |
Permission to create Super Agents
| Permission | Available to limited members by default? | Available to members and admins by default? |
|
Create Super Agents Permits the user to create Super Agents. |
No---------------------------------------------- |
Yes On Business Plus and Enterprise Plans, this permission can be turned on for members and admins. |
Default Workspace-level permissions for guests
| Permission | Available to guests by default? | Can this permission be edited on Business Plus and Enterprise Plans? |
|
Pinned Custom Fields Permits the user to pin a Custom Field. |
Yes | Yes |
|
Create Views Permits users to add a view to a location. |
No On Unlimited Plans and up, the Create views individual permission can be edited for each guest. |
Yes |
|
Delete items Permits users to delete the items specified specified in the Permission to delete specific items section above. |
Yes | Yes |
|
Only if created When this box is checked, users can only delete the items and locations they created. |
Yes | Yes |
|
Personal API Tokens Permits users to use their personal API token in the Workspace. |
Yes |
Yes |