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...

Owner, admin, and member-type user roles

Quickly compare pricing and permissions for owners, admins, members, limited members, and limited members read only. Learn how to invit...

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. Take our course on Configure Advanced Settings and ...

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...