Compare guest and standard accounts full#
Compare guest and standard accounts plus#

Take complete control over permissions through Custom Roles. They will have access to the features available for that role. When you convert someone, their access and permissions will be updated to reflect their new role. Workspace owners and admins can view and convert assigned user roles.

Members can only grant invited guests and members the same permissions or less. You can allow individual guests to view and use Custom Fields. You can allow individual guests to view and use time tracking and time estimates. Guests can't create or be assigned to Goals or Targets.

Compare guest and standard accounts full#

Guests with edit or full permissions can create tasks. Guests can't create Spaces, Folders, or Lists. You can allow individual guests to create views. Some items may not be available to you, depending on the permissions applied by your Workspace owner or admins.

Transfer ownership of inaccessible Spaces.Ĭheck out the table below for an overview of what each user role can do. In addition to everything admins can do, owners can also: Usually, the owner will be the person who first created the Workspace, although Workspace ownership can be transferred. Owners are ultimately in charge of the Workspace. The option to allow admins to manage a Space has been enabled for the specific Space.The option to allow admins to manage private Spaces has been enabled for the Workspace.The Workspace is on the Enterprise Plan.Transfer ownership of inaccessible Spaces when:.Manage billing, user roles, imports, integrations, and other Workspace settings. In addition to everything users can do, admins can also:Īdd new members, manage permissions, and remove existing members. Members can only do this for items they have created or are the owner of.Īdmins are people that can be trusted to manage your Workspace. Make Spaces, Folders, Lists, and tasks private. Invite guests with the same or fewer permissions. Share things with guests and other members. Members are people in your organization who actively work in ClickUp with you.Ĭreate Spaces, Folders, Lists, and tasks. You can hide all Custom Fields from the client, or just the fields you don't want them to see. You've included the budget, cost, and profit margin in Custom Fields. You can give them access to track time so they can record their hours worked on specific tasks.įor example, a client wants to follow the tasks in their project. You can also allow individual guests to use certain features:įor example, you hire a contractor who is helping you complete a project. People in a guest role will only be able to access the items that have been shared with them. Invite people from outside your organization to join your Workspace as guests by sharing items with them. The owner, admin, member, and guest user roles are available on all ClickUp Plans.

Compare guest and standard accounts plus#

You can think of an owner as a member with extra permissions to manage the Workspace.Ĭustom Roles: Business Plus and Enterprise Plans also have custom roles available.

Owner: The person who created your Workspace, or had ownership transferred to them. You can think of an admin as a member with some extra permissions to manage the Workspace. Members: People in your organization who actively work in ClickUp.Īdmins: People who are responsible for managing the Workspace including billing, permissions, and integrations. Guests: People outside your organization who you've shared specific Workspace items with. ClickUp users can be assigned the following user roles within a Workspace: