We’ve completely revamped what Sharing and Privacy means in ClickUp. This latest release means you’re in complete control of who sees what, what permissions they have, and who gets added to your Workspace.
There’s three main areas to understand in ClickUp:
PDF can be found here.
What are Guests?
Guests are people that you don’t want having full access to ClickUp. Major differences are:
- Guests don’t have access to Spaces
- Guests can’t create Spaces, Folders, or Lists
- Guests can’t see everyone on the Workspace
Unlimited plans get 5 free Guests and 2 additional Guests for every Member on the Workspace. Additional Guests, will add a Member seat to your Workspace - so for each Seat, you get one member plus one free Guest!
Example: I have two paid members in my Unlimited Plan Workspace. I get 7 complimentary guest seats.
Business plans are great for Workspaces that work with lots of external users. This plan is more beneficial if you need to add lots of Guests to your Workspace. You’ll get 10 free Guests and 5 additional Guests for every Member on the Workspace.
Example: I have two members in my Business Plan Workspace. I get 15 complimentary guest seats.
So, what are Members?
Members are people that you generally trust and don’t mind them being able to create things. Members:
- Create Spaces, Folders, and Lists
- Get access to all public Spaces
- Can see everyone on the Workspace
- Can Share things with Guests and other Members (but can’t add new Members)
And what about Admins?
Admins are people that can be trusted to manage your Workspace. This includes:
By default, an item will be “public” - meaning it’s shared with the parent. For example:
- A public task, is shared with its parent List.
- A public List, is shared with its parent Folder
- And a public Folder, is shared with its parent Space
By making an item “private”, this means it isn’t shared with a parent anymore.
With both “public” and “private” items, you can invite people. You can invite Guests (people not on your Workspace) and Members (people on your Workspace). Each time you invite people, you’ll get an option to set a permission level…
Do you have sensitive information that you want locked down? Do you not completely trust that people you invite won’t mess something up? Or, maybe you just want some peace of mind when sharing.
These are the perfect cases to use permissions.
PDF can be found here.
Make the world more productive
With these tools, we hope to enable you to be more productive, and eventually gain extra time in your life.