Manage user permissions

Change the default invite permissions for guests, members, and admins. 

On Business Plus and Enterprise Workspaces, there are a variety of default settings that can be changed. These plans can also create Custom Roles.

Enterprise Workspaces can set advanced permissions.

Invite permissions

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

Invite permissions are available on all plans

Following are the two invite permissions:

  • Invite Members: Permit members to invite new members to the Workspace. 
  • Invite Guests: Permit members to invite new guests to the Workspace. Before the invite permissions beta, this was a custom permission available on Business Plus and Enterprise Workspaces.

Manage invite permissions 

Make sure you have all the info. Take a look at our article Charges for inviting members and guests to learn about pricing. 

Following is how the invite permissions work with the default permissions:

Members can invite members and guests Admins can invite members and guests

By default, members can invite members and guests. 

Owners and admins can manage the member permission for inviting members or guests.

By default, admins have permission to view and manage all members and guests in a Workspace. This includes adding and removing users, changing roles, and managing invites.

To turn on the Invite Members permission for admins, the Workspace owner must turn off the Manage Users custom permission.

Both invite permissions limit the admins' role to only inviting new members and guests.

Edit invite permissions

To turn the settings off or on:

  1. In the upper-left corner, click your Workspace avatar.
  2. Select Settings.
  3. Select Security & Permissions
  4. In the Invite Permissions section's Members column, click either toggle to off for members or admins.
    Screenshot of the Invite Permissions section.
    • To turn the settings back on, click either toggle to on for members or admins. 

Custom permissions

Custom permissions are available on our Business Plus and Enterprise Plans. Custom permissions allow you to edit the default Workspace settings.

  • Owners and admins can edit member permissions.
  • Owners can edit admin permissions. 
  • Some permissions are either on or off by default and cannot be edited.

Edit custom permissions

To edit custom permissions:

  1. In the upper-left corner, click your Workspace avatar.
  2. Select Settings.
  3. Select Security & Permissions
    Screenshot Security & Permissions highlighted in the Settings menu.
  4. In the Custom Permissions section, customize permissions for each user role.

Invite permissions and the Manage Users custom permission

The Manage Users permission lets users view and manage all members and guests. Invite permissions are narrower and only allow users to invite other users.

The following table explains the differences between these similar settings:

  Manage Users permission Invite Members and Invite Guests permissions
Default setting

Members: Off  

Admins: On

Members: On 

Admins: Off

Description Permits users to add, remove, change roles, and manage invites for all members and guests in the Workspace.  Permits users to invite new members and guests to the Workspace. 

 

Custom permission types

Screenshot of the Custom Permissions modal.

The following table describes each custom permission:

Permission action

Description

Manage Users

Permits the user to add, remove, change roles, and manage invites for all members and guests in the Workspace. 

Git

Permits the user to see and open the Github/Bitbucket/Gitlab modal on tasks and use all the features.

Edit Statuses

Permits the user to create, edit, and delete statuses. When Edit Statuses is on and Delete Items off, you can't delete statuses.

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.

Send Email (Email ClickApp)

Permits the user to send emails using the Email ClickApp. The Add Email Accounts permission must be enabled to turn this permission on.

Add Email Accounts (Email ClickApp)

Permits the user to add authorized email accounts using the Email ClickApp. Turning this on automatically enables the Send Email permission, but any combination of the two permissions can be set.

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.

Create Custom Fields

Permits the user to create Custom Fields anywhere but at the Workspace level. To permit users to create fields at the Workspace level, check the Workspace level box.

Edit Custom Fields

Permits the user to make changes to Custom Fields, including Name, Description, and Location.

Merge Custom Fields

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.

Convert Custom Fields

Permits the user to convert Custom Fields from one field type to another. For example, Dropdown to Label.

This permission is only available using Custom Field Manager.

Move Custom Fields

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.

This permission is only available using Custom Field Manager.

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.

Custom Roles

Permits the user to create, edit, delete, and manage all custom roles. Users with this permission by default have access to all permissions. Only custom admins can be granted this permission.

Create Spaces

Permits the user to create Spaces in the team Workspace.

Create Views

Permits the user to create and edit views or Whiteboards on locations. When toggled off, full Members can still create personal views.

Delete Items

Permits the user to delete the following items:

  • Tasks
  • Tags
  • Task templates
  • Lists
  • Folders
  • Spaces
  • Docs
  • Checklists
  • Checklist templates
  • Checklist items
  • Attachments
  • Views
  • View templates
  • Folder templates
  • List templates
  • Custom Fields

You can limit this permission by checking the Only if created box. This will allow the user to delete only the tasks they create.

Exporting

Permits the user to export via the Workspace export setting.

Importing

Permits the user to import tasks via the Workspace import settings.

Invite Guests

Permits the user to invite guests to the Workspace. 

This setting is in the Invite Permissions section in Workspaces with the invite permissions beta.

Workspace Integrations

Permits the user to set up any third-party Workspace integrations.

Workspace Permissions

Permits the user to change Workspace level permissions like 2FA, Public Sharing, and SSO.

View Team Timesheets

Permissions the user to view team timesheets.

 

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