We’ve completely revamped what Sharing and Privacy means in ClickUp. This latest release means you’re in complete control of who sees what, what permissions they have, and who gets added to your team.
There’s three main areas to understand in ClickUp:
What are Guests?
Guests are people that you don’t want having full access to ClickUp. Major differences are:
Guests don’t have access to Spaces
Guests can’t create Spaces, Projects, or Lists
Guests can’t see everyone on the team
Unlimited plans get 5 free Guests and 2 additional Guests for every Member on the team. For every Guest seat you buy, you'll get a second one free.
Business plans have been introduced for those teams that work with lots of external users. This plan is more beneficial if you need to add lots of Guests to your team. You’ll get 10 free Guests and 5 additional Guests for every Member on the team.
So, what are Members?
Members are people that you generally trust and don’t mind them being able to create things. Members:
Create Spaces, Projects, and Lists
Get access to all public Spaces
Can see everyone on the Team
Can Share things with Guests and other Members (but can’t add new Members)
And what about Admins?
Admins are people that can be trusted to manage your team. This includes:
Adding new Members (and managing permissions)
Importing, exporting, and managing integrations
Previously, only Spaces could be shared with people. Now, we’ve extended that to Projects, Lists, and even Tasks.
By default, an item will be “public” - meaning it’s shared with the parent. For example:
A public task, is shared with its parent List.
A public List, is shared with its parent Project
And a public Project, is shared with its parent Space
By making an item “private”, this means it isn’t shared with a parent anymore.
With both “public” and “private” items, you can invite people. You can invite Guests(people not on your team) and Members (people on your team). Each time you invite people, you’ll get an option to set a permission level…
Note: Free Forever plans don’t have the ability to set permissions.
Do you have sensitive information that you want locked down? Do you not completely trust that people you invite won’t mess something up? Or, maybe you just want some peace of mind when sharing.
These are the perfect cases to use permissions.
Permissions can be set for everyone - including both Guests and Members. You can set permissions for both Public and Private items. Here’s an overview of permissions:
Create and edit Projects and Spaces
Faster, simpler Project creation flow
Step by step Space creation flow
New Space editor
Ability to hide items from guests
Show/hide sidebar with
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