Custom Roles [Enterprise]

Enterprise Workspaces in ClickUp have access to complete permission control through Custom Roles. With this feature, you're able to create new custom roles (other than guest, member, 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.

This is an Enterprise Plan feature. Learn about our plans here.

Creating Custom Roles

Note: When first starting, Custom Roles will only be accessible by the Workspace Owner.

1. Visit your Workspace settings
2. Navigate to Security & Permissions
3. Click on New Role located on the top right of the permissions table
4. Give your Role a name
5. Select what type of role this Custom Role belongs to
6. Click Create
7. Customize the available permissions

Granting access to create Custom Roles

Some organizations may want to pass on the ability to manage Custom Roles to others, not just the owner. We've created a Custom Role permission that helps do just that.

Note: This permission can only be enabled for a custom admin role.

1. Create a Custom Role based on an Admin using the creation steps above
2. Turn on the Custom Role permission

Deleting Custom Roles

To delete a Custom Role, return to the Security and Permissions page.

1. Click on the ... menu next to the Custom Role name
2. Select Delete
3. Select what roll existing users should be migrated too
4. Click Delete

Okta support for Custom Roles

For teams that rely on Okta for provisioning, Custom Roles fully integrate with Okta! Any role created in ClickUp can be added as an option within Okta, making it easy to integrate Custom Roles into existing workflows.

Learn how to use Okta for Custom Roles here.

Want to learn more?

• The Ultimate Guide To Enterprise Project Management