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User roles and permissions

  • Guest-type user roles

    Quickly compare pricing and permissions for guests. Learn how to invite or convert people to these user roles.  This article covers gue...

  • Allow requests for full edit permissions

    Limited members and limited members view only can request full edit permissions for locations that have been shared with them. Members ...

  • Owner, admin, and member-type user roles

    Quickly compare pricing and permissions for member-type user roles. Learn how to invite and convert people to these user roles.  To lea...

  • Allow requests to upgrade

    Limited members and limited members read only can request an upgrade to a member. This will give them full access to all public items. ...

  • 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.    User role availability and limits vary by plan. Learn...

  • 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

    There are several levels of Workspace and user role permissions. Learn about default permissions and the ones you can configure to keep...

  • Permissions in detail

    Keep your Workspace secure. Understand how permissions differ by user role, location, item, and plan. Learn how to control individual p...

  • Configure advanced Workspace security permissions

    Owners and admins, you can activate or deactivate these enhanced security features. These features are located in the Advanced Permissi...

  • Manage user permissions

    Change the default permissions for guests, members, and admins.  These are user role permissions. To set Workspace permissions, read ou...

  • Default security settings

    Learn about the default Workspace security settings. What you'll need Security settings vary depending on your plan and user role. Onl...