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Intro to permissions

Use permissions to limit who can update or comment on tasks, Docs, Lists, or Folders.

You can set permissions for individual people and Teams. To keep sensitive items confidential, make them private then invite and set permissions for any team member who needs access.

For example, your accounting department could create a private Folder named Payroll, then share the Folder with the @payroll Team.

What you'll need

  • On our Free Forever Plan, everyone who joins your Workspace can only have full access to create and edit items.

  • On our paid plans, members and guests can be given specific permissions.

What are permissions?

Permissions let you decide what people can do inside of ClickUp.

Permissions can be set for guests and members. They can be set for Folders, Lists, tasks, views, Docs, Dashboards, and Goals.

Permission levels

There are four permission levels available for people in your Workspace:

  • View only: Gives the user read-only access to an item.

  • Comment: Gives the user the ability to add and reply to comments on an item.

  • Edit: Gives the user the ability to make changes to an item, including sharing it with others. The user isn't able to delete the item.

  • Full: Gives the user the ability to create, edit, share, and delete items.

Permissions vary by the type of item and user role.

For example, the edit permissions level on a Folder allows members to share that Folder, but guests can't share anything, even with edit permissions.

To understand exactly what people can and can't do, learn more about permissions in detail.

Set permissions

You can set permissions when:

  • Sharing items with guests and members in your Workspace.
  • Inviting someone to join your Workspace by sharing an item with them.
  • Sharing an item with someone you've invited to your Workspace, even if they haven't joined yet.

Learn how to share and set permissions for specific items:

Spaces

On all plans except Enterprise, permissions can't be set for Spaces: 

  • Full, edit, comment, or view-only permission levels can be set for Spaces on Enterprise Plans. 
  • On all other plans, to limit access you can make a Space private and invite specific people and Teams.

Guests can't access Spaces. You can share individual Folders, Lists, and tasks with them.

Public Sharing

Admins, Workspace owners, and members with edit permissions can share a public read-only version of tasks, Docs, or views with anyone, even people that aren't part of their Workspace.

Custom permissions

On the Business Plus and Enterprise Plans, you can configure custom permissions to limit what different user roles can do in your Workspace.

Advanced permissions let you set granular permissions and security settings for guests, members, admins, and custom roles.

For example, you can allow guests to delete items, but only the items they have created.

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