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 is 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 role 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 role 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:

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

Custom Role Permissions

Custom Role Permissions are available on our Business Plus and Enterprise Plans. Custom Role 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 Role Permissions

To edit Custom Role Permissions:

In the upper-left corner, click your Workspace avatar.
Select Settings.
Select Security & Permissions.
In the Custom Role Permissions section, customize permissions for each user role.

Invite permissions and the Manage Users custom role 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 role permission types

The following table describes each custom role 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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