User roles and permissions

Intro to guests

Invite short-term employees like contractors or freelancers as guests. The guest role is ideal for people who don't need the full conte...

Allow guest requests to upgrade to member

Internal guests can send requests to upgrade to a member. Approving or ignoring the request is up to you! Internal guests are people in...

Permissions FAQ

Frequently asked questions about permissions. Is there a permission level that lets users delete a task but doesn't let them delete a ...

Intro to user roles

Not sure how to assign your team roles?  For an IT leader, Workspace ownership is right. For someone building workflows and making sign...

Convert user roles

Make sure your team is assigned the right user roles for maximum productivity.  When you convert someone, their access and permissions ...

Intro to custom role permissions

Create new custom role permissions to suit your team's needs. Custom role permissions are based on the standard guest, member, and admi...

Create user groups with Teams

Use Teams to easily create groups of people you can assign to tasks, mention in comments, or add as watchers. For example, you don't kn...

Intro to permissions

Use permissions to limit who can access Folders, Lists, tasks, views, Docs, Dashboards, and Goals. You can set permissions for individu...

Permissions in detail

Keep your Workspace secure. Understand how to control members' and guests' access to Workspace items. What you'll need On our Free For...

Configure advanced permissions

Owners and admins, you can enable or disable these enhanced security features. Take our course on Configure Advanced Settings and Permi...

Manage user permissions

Change the default invite permissions for guests, members, and admins.  On Business Plus and Enterprise Workspaces, there are a variety...

Default security and permissions settings

Below are the default security and permissions settings when you create a new Workspace. What you'll need Security and permissions set...