Do you have sensitive information that you want locked down? Set permissions for important things in ClickUp.
What are permissions?
Permission settings let you decide what people can (and can't) do inside of ClickUp.
Permissions may be set for anyone including both Guests and Members. They can be set for Folders, Lists, tasks, views, Docs, Dashboards, and Goals.
Spaces, however, do not have permission settings.
Available permissions
Permissions available will vary depending on the item, location, view, and user role.
People invited to join Workspaces on our Business Plus or Enterprise Plans are subject to Custom Permissions which may limit their ability to perform certain actions.
Here is the list of available permissions:
Tasks
What you can and can't do with tasks varies by user role. Subtasks inherit their parent task's permissions.
Members
Full
Can edit and delete a task.
Edit
Can edit this task and task settings, but can't create subtasks or delete this task.
Members with edit permissions can share tasks with others, including guests. They can only give others edit, comment, or view only permissions. Members can also publicly share tasks.
Members can merge, move, print, convert to List, add to another List, add to Favorites, add to LineUp, use templates, set dependencies, manage permissions, add, change, and remove assignees, and archive the task. They can't create subtasks.
Comment
Can comment. Assignees can change task status and set assignee(s).
Users who are assigned to a task with comment permissions can add other assignees or remove themselves as the task assignee.
Members with comment permissions can share the task with others, including guests. They can only give others comment or view only permissions. Members can also publicly share tasks.
Users who are assigned to a task with comment permissions can change the task status.
Users can copy task link and ID, print, attach emails, add to Favorites and LineUp, mark as Milestone, and edit guest permissions.
Users can also react with emoji, assign and resolve their own assigned comments, attach files, and complete assigned checklist items.
View only
Read-only. Can't comment or edit tasks.
Users can copy task link and ID, print, add to Favorites and LineUp, and mark as Milestone.
Guests
Full
Can edit and delete this task.
Guests with Full access can:
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Duplicate, move, and merge tasks
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Convert tasks to List or subtasks
-
Add to Favorites
-
Use templates
-
Set dependencies
-
Add, change, and remove assignees
-
Archive and delete tasks
Guests with Full access can't:
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Mark tasks as a Milestone
-
Add tasks to LineUp
-
Manage Custom Fields for this task's List
Edit
Can edit, but can't delete this task.
Users can merge, move, print, convert to List, add to Favorites, use templates, set dependencies, add, change, and remove assignees, and archive the task. They can't create subtasks.
Comment
Can comment. Assignees can change task status and set assignee(s).
Users can copy link and task ID, print, attach emails, and add to Favorites.
View only
Read-only. Can't comment or edit tasks.
Users can copy link and task ID, print, and add to Favorites.
Folders
What you can and can't do with a Folder varies by user role.
Members
Full
Can create tasks in this Folder. Can edit Folder settings and delete the Folder.
Edit
Can edit tasks in this Folder and Folder settings. Can't create tasks or delete the Folder.
Members with edit permissions can share Folders with others, including guests.
Comment
Can comment. Assignees can change task status and set assignee(s) on tasks in this Folder. Can't edit Folder settings.
View only
Read-only. Can't comment or edit on tasks in this Folder. Can't edit Folder settings.
Guests
Full
Can create tasks in this Folder.
Guests with Full access can copy Folder link and add to Favorites, but can't edit Folder settings.
Edit
Can edit, but can't create tasks in this Folder.
Guests with Edit access can copy Folder link and add to Favorites. They can't edit Folder settings.
Comment
Can comment. If assigned, can change status & assignee(s) on tasks in this Folder.
Guests can copy link and add to Favorites. They can't edit Folder settings.
View only
Read-only. Can't comment or edit on tasks in this Folder.
Users can copy link and add to Favorites. They can't edit Folder settings.
Lists
What you can and can't do with a List varies by user role.
Members
Full
Can create tasks in this List, edit List settings, and delete the List.
Edit
Can edit tasks in this List and List settings. They can't create tasks or delete the List.
Members with edit permissions can share Lists with others, including guests.
Comment
Can comment. Assignees can change task status and set assignee(s) on tasks in this List.
Members can view List Info, copy link, and add to Favorites. They can't edit List settings.
View only
Read-only. Can't comment or edit on tasks in this List.
Members can view List Info, copy link, and add to Favorites. They can't edit List settings.
Guests
Full
Can create tasks in this List.
Guests with Full access can copy link, edit List Info, and add to Favorites. They can't edit List settings.
Edit
Can edit tasks in this List.
Users can copy link, edit List Info, and add to Favorites. They can't edit List settings.
Comment
Can comment.
Assignees can change task status and set assignee(s) on tasks in this List. Users can copy link, view List Info, and add to Favorites. They can't edit List settings.
View only
Read-only. Can't comment or edit on tasks in this List.
Guests can copy link, view List Info, and add to Favorites. They can't edit List settings.
Protect and unprotect views
Can protect and unprotect view
Can protect this view and unprotect it to save changes.
Can't unprotect view
Can't save changes to this view.
Chat View
You can set unique permissions that just apply to a Chat view.
Can manage chat
Full access. Can edit settings and delete this view.
Can't manage or delete chat
Can view, add comments, copy, and add to Favorites. Can't edit settings or delete this Chat view.
Embed view
You can set unique permissions that just apply to an Embed view.
Can manage Embed view
Full access. Can edit view settings and delete this view.
Can't manage Embed view
Can view, copy, and add to Favorites. Can't edit settings or delete this view.
Form view
You can set unique permissions that just apply to a Form view.
Can edit and manage Form
Full access. Users can edit Form fields, Form and view settings, and delete this view
Can't edit or manage Form
Can view, submit, copy, and add to Favorites.
Users can't edit Form fields, Form or view settings, or delete this view.
Doc view
You can set permissions to a Doc that is shared as a Doc view. Permissions set on a Doc view also apply to the Doc itself.
Edit
Full access. Users can edit Doc, Doc and view settings, and delete this view.
Members with edit permissions can share Docs with others, including guests.
Comment
Can view, add, edit, and delete own comments.
Users can copy the view and add to Favorites. Can't edit Doc, Doc or view settings, or delete this view.
View only
Read-only. Users can't edit doc, add comments, edit Doc or view settings, or delete the view.
Dashboards
What you can and can't do with Dashboards varies by user role.
Members
Full
Full access. Can add, edit, delete widgets.
Users can edit settings and delete this Dashboard.
Edit
Can add, edit, and remove widgets.
Users can't delete the Dashboard.
Members with edit permissions can share Dashboards with others, including guests.
View only
Read-only. Can comment, edit and delete own comments in Chat widgets.
Can't add, edit, or delete widgets. Can't edit or delete this Dashboard.
Guests
View only
Read-only. Can comment, edit and delete own comments in Chat widgets.
Docs
Permissions set on Docs also apply when Docs are shared as a view or in the Sidebar.
Edit
Can edit Doc, Doc settings, and delete the Doc.
Members with edit permissions can share Docs with others, including guests. They can also publicly share Docs and pages.
Comment
Can view the Doc, add, edit, and delete own comments.
View only
Read-only. Users can't edit doc, add comments, edit Doc settings, or delete the view.
Goals and Goal Folders
You can set unique permissions that just apply to Goals and Goal Folders.
Edit
Can create, edit, move, and delete goals.
Members with edit permissions can share Goals with others, including guests.
View only
Read-only. Can't create, edit, move, or delete goals.
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