Create new custom role permissions to suit your team's needs. Custom role permissions are based on the standard guest, member, and admin roles but can be customized using specific advanced permissions.

What you'll need

• One custom role is available on our Business Plus Plan.
• Unlimited custom role permissions are available on our Enterprise Plan.
• Okta support for custom role permissions is available on our Enterprise Plan.
• By default, only the Workspace owner can create custom role permissions.
• Workspace owners can delegate managing custom role permissions to other admin-based roles.

Create Custom Role Permissions

Workspace owners can create new custom role permissions.

For example, you want most Workspace members to retain their default permissions settings. You'd also like select members to have a few more permissions. In this case, you'd do the following: 

1. In the upper-left corner, click your Workspace avatar.
2. Select Settings, then Security & Permissions.
3. In the upper-right corner of the Custom Role Permissions section, click + New Role. 
4. Enter the role name, Select Members, for example.  
   • Custom Role Permissions must have unique names.
5. Select a default role for inheriting permissions, Admin, Member, or Guest. For the above example, you'd select Member. 
6. Click Create.
7. Your new role is now a column in the Custom Role Permissions table.
8. To create the custom role, click the toggles in the new role column on or off. 
   • Anyone you assign the new custom role to will have these permissions.

Create an admin with access to all permissions

By default, the admin role has every custom role permission enabled except the Custom Role permission in the Create and Delete Actions section.

Workspace owners can delegate custom role management to a custom admin. This role has access to all permissions. 

To permit some admins to manage custom role permissions:

1. In the upper-left corner, click your Workspace avatar.
2. Select Settings, then Security & Permissions.
3. Create a Custom Role. 
4. In the new role column, click every toggle to enable all permissions. 

Delete custom role permissions

Before deleting a custom role permission, you can manually assign a new role to anyone using it. Otherwise, during the deletion process you'll be asked to select one role to automatically assign to everyone using the deleted role. 

To delete a custom role permission:

1. In the upper-left corner, click your Workspace avatar.
2. Select Settings, then Security & Permissions.
3. In the Custom Role Permissions section, to the right of the new role name click the ellipsis ... menu. 
   1. From this ellipsis ... menu, you can also rename or duplicate a custom role.
4. Select Delete.

   

5. From the Delete modal, select a new role to automatically assign to anyone who had been assigned the deleted role. 
6. Click Delete. 

Okta support for Custom Role Permissions

For Enterprise teams that use Okta for provisioning, custom role permissions integrate with Okta.

Any role created in ClickUp can be added as an option within Okta, making it easy to integrate custom role permissions into existing workflows.