Need to restrict certain features in your Workspace? Use advanced, granular permissions to customize who can do what in your Workspace!

Who can use Advanced Permissions?

  • Private Attachments are available on all Plans

  • Our Business Plus Plan includes Custom Permissions and 1 Custom Role

  • Our Enterprise Plan includes Custom Permissions and unlimited Custom Roles

  • Allowing admins to manage private Spaces, and blocking public sharing are exclusive to our Enterprise Plan

  • Only a Workspace owner or admins have access to configure Advanced Permissions

To learn about our different Plans, click here.

Setting up Advanced Permissions

  1. Click your avatar in the bottom lefthand corner of your Workspace

  2. Select Settings  

  3. Click Security & Permissions 

  4. Edit any of your advanced options!

The advanced permissions settings on the Security & Permissions page

Custom Roles

Create new roles (other than guest, member, or admin) like super admin, editor, limited member, or any role that suits your needs! Additionally, Workspace owners have the ability to designate who can create and edit Custom Roles.

creating new custom roles

Note: Workspaces on our Business Plus Plan can add 1 Custom Role. Workspaces on our Enterprise Plan can add unlimited Custom Roles, and use Okta for Custom Role provisioning.

Custom Permissions

Change permissions and security settings for guests, members, and admins. Get granular control in choosing what people can do in your Workspace!

custom permission options

Note: Workspaces on our Business Plus and Enterprise Plans can use Custom Permissions to configure guest, member, admin, and Custom Role permissions.

Allow admins to manage private Spaces

Workspace owners on the Enterprise Plan have the option to allow admins to add/remove people from Spaces. This makes managing Spaces easier than ever, especially for Enterprise Plans with tons of Spaces and hundreds or thousands of people.

Users have the option to prevent management of Spaces they currently own, if they choose, to ensure privacy and security is still preserved when needed.

clicking the toggle on to enable admins to manage private Spaces

Private Attachments

We make it easier than ever to provide your attachments with an extra layer of security with just one click! By enabling this feature, all attachment links will automatically expire an hour after the link has been generated.

New links to an attachment will be generated each time that a task has been opened or exported to ensure that no unwanted links remain accessible after your work is complete.

Admins and Owners can make attachments private for a Workspace by:

  1. Clicking on their Avatar

  2. Clicking on Security & Permissions

  3. Toggling on Private Attachments


  1. This feature is available on all Plans, including our Free Forever Plan

  2. Setting attachments as private only applies to new attachments added after the feature has been turned on

Block public sharing

Keep your privacy in check by ensuring nothing is being shared without your knowledge.

Admins have the ability to see all publicly shared areas in the Workspace and can easily turn them off if needed.

block public sharing

You're also able to set a publicly shared link to expire after 1 year. This makes it easy to turn Public Sharing off without having to set a reminder.

Note: Blocking public sharing does not prevent sharing of attachment URLs

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