Secure Your Workspace

Secure Your Workspace

Learn how admins can secure the Workspace and control what actions specific roles can do across the platform.

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About this course

In this short video, admins will dive deeper into the Security & Permissions Settings in ClickUp. Learn best practices for how to create custom roles and control what actions specific roles can do across the platform.

 
In this course we'll cover how to:
  • Access the Security & Permissions Settings
  • Create a custom role
  • Manage actions for members and other roles
In addition to this video, you'll also find an optional lesson to practice what you've learned with step-by-step instructions. 

About this course

In this short video, admins will dive deeper into the Security & Permissions Settings in ClickUp. Learn best practices for how to create custom roles and control what actions specific roles can do across the platform.

 
In this course we'll cover how to:
  • Access the Security & Permissions Settings
  • Create a custom role
  • Manage actions for members and other roles
In addition to this video, you'll also find an optional lesson to practice what you've learned with step-by-step instructions.