User roles and permissions

  • Intro to guests

    Guests are people you've invited to your Workspace by sharing specific items with them. Guests only have access to those shared items. ...

  • 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...

  • Intro to user roles

    ClickUp users can be assigned the following user roles within a Workspace: Guests: People outside of your organization who you've sha...

  • 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 Roles

    Take complete control over permissions through Custom Roles. Create new Custom Roles to suit your team's needs. Custom Roles are based ...

  • Create user groups with Teams

    Use Teams to easily create groups of people that you can assign to tasks, mention in comments, or add as watchers. For example, let's s...

  • 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

    Learn how permissions are applied to the items you share with other people in ClickUp. What you'll need On our Free Forever Plan, ever...

  • Configure advanced permissions

    Set advanced permissions for your Workspace. To set individual permissions for each user role, read our custom permissions article. Wha...

  • Custom permissions

    Set individual permissions for each user role. Custom permissions allow you to change the default settings for guests, members, admins,...