Granular Permissions for Custom Fields
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David Fundingsland
I would like to be able to specify which users or teams are allowed to modify any given field.
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Caroline Ginty
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Excited to share that Custom Field Permissions is now live for all Workspaces! As a reminder, along with our other custom permissions features, Custom Field Permissions is available on the Business Plus and Enterprise plans. We hope you love it, and please let us know any and all feedback that you may have. Cheers!
SZH-谢尔盖
This is really disappointing - "Custom Field Permissions is available on the Business Plus and Enterprise plans."
Rich Pickles
I am writing to express my deep disappointment with the direction your product has taken. While the functionality initially looked brilliant and promising, it has unfortunately turned into what feels like a money-making scheme.
For example, why on earth would my entire team need access to features that are clearly designed for admins? Forcing us to pay for the whole team to use them is both unnecessary and frustrating. This approach feels excessive and unfair.
I am now in a position where I have to fight to retain ClickUp within our company. The board of directors is becoming increasingly annoyed with being forced to pay for every new piece of functionality, many of which should be included in the base product.
Caroline Ginty
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Excited to share that Custom Field Permissions is now live for all Workspaces! As a reminder, along with our other custom permissions features, Custom Field Permissions is available on the Business Plus and Enterprise plans. We hope you love it, and please let us know any and all feedback that you may have. Cheers!
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Domingo Echenique
Caroline Ginty Not excited about "Available on the Business Plus and Enterprise plans." :(
Paul Herrera
Caroline Ginty I am Business Plus, I checked for the last updates, and still cannot see it.
Edit: it was a matter of minutes. Now it works.
AFS Admin
Caroline Ginty I have not seen it when editing a field in the Custom Field Manager nor have I seen a banner announcement.
Mike Mannarino
Caroline Ginty I want to give Guests as a whole, not individually, 'Can Set' permission for a dropdown CF. Is that not possible?
Michael
hahah, it's business Domingo Echenique!
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Davide Costa
Caroline Ginty A bit of disappointment for us too, for this discovery of "Business Plus" release.
Robert Hudman
Caroline Ginty - Great news!
Where do we control permissions for this please?
Lenny E
Caroline Ginty EDIT: If I understand correctly bulk access management is done by setting the field to private and then assigning _teams_ to the field according to what level of access they're supposed to have. If there's a better way to manage it using roles let me know.
== original comment ==
Not sure I understand how access configuration is supposed to be done? I can select "Based on role" and see the hint that it is inheriting permissions from the workspace – but how do I set one role as editor and another role as viewer, and is it possible to completely hide/obfuscate the field from a specific role?
Caroline Ginty
AFS Admin Are you still experiencing this issue? Can you try giving it a refresh and see if you are still having this problem? Thanks!
Caroline Ginty
Mike Mannarino The workaround right now would be to create a team and add all your Guests to that team, which you can then select for giving permissions. Being able to set the custom permissions per role is something we're thinking about, but haven't built out just yet. Thanks!
Caroline Ginty
Robert Hudman You can access this in the Custom Field Manager!
Caroline Ginty
Lenny E If I'm understanding correctly, you want to set custom permissions by role, rather than by team? If so, using teams is the current best way to accomplish this, although allowing doing so by role is something we've heard from others during the beta, and is on our radar. That being said, feel free to create a follow-up feature request for that functionality so we can start to track interest in that. Thanks!
Mike Mannarino
Caroline Ginty I'll give that a shot! Thanks!
Bryan Su
though feature is available but its useless for me, because the license need to be business pro.
Caroline Ginty
We have released to 50% of Workspaces as of this morning, and will plan to be fully released early next week. If it's available in your Workspace, you will see it when editing a field in the Custom Field Manager. We'll also be pushing out a banner announcement, but don't have a great way to target just a subset of Workspaces, so are holding on that until it's broadly available. Thanks!
Matt Langlois
Caroline Ginty This is great news!! How do we know if this was released to us or not?
Caroline Ginty
Matt Langlois: Just updated my comment with those details, thanks!
Matt Langlois
Caroline Ginty Thank you! I'm not the lucky one yet! Will Sprint Point Adjustment have these permission controls added at any point?
Caroline Ginty
Matt Langlois It's on our radar to build out permissions for standard fields/properties in addition to Custom Fields, but it hasn't been scoped out yet or put on our committed roadmap. Feel free to create a feature request for this though so we can track it!
Lukas Moser
works great, thank you.
Caroline Ginty
We officially released to 10% of Workspaces in Production yesterday, and will be ramping this up over the next 1-2 weeks. I'll continue to post updates here as we release to additional Workspaces!
Lenny E
Caroline Ginty Will there be a notification when rollout has occurred in our workspace, or how can we reliably check ourselves?
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Charles Frey
Caroline Ginty Were the folks that were given the ability to use this notified? Just curious how that worked. :)
Caroline Ginty
Lenny E Once it's available, you will see it when editing a field in the Custom Field Manager. We'll also be pushing out a banner announcement, but don't have a great way to target just a subset of Workspaces, so are holding on that until it's broadly available. Thanks!
Caroline Ginty
Charles Frey Once it's available, you will see it when editing a field in the Custom Field Manager. We'll also be pushing out a banner announcement, but don't have a great way to target just a subset of Workspaces, so are holding on that until it's broadly available. Thanks!
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Charles Frey
Caroline Ginty Awesome! Follow-up, will it show to everyone, only those who created the field or is this an admin level thing?
Caroline Ginty
Charles Frey You'll be able to access the field permissions if you have access to the Custom Field Manager (which is dependent on your role permissions, if your plan supports that)
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Randy Fillmore
I look forward to this new feature and glad it's coming soon. Will save time with locking down configurations and keeping our folks from creating more work for admins.
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Charles Villalobos
Can't wait for this feature!
Caroline Ginty
Hi everyone! We will be starting to roll this out next week, and everyone should have access in the next ~2 weeks. As a reminder, along with our other custom permissions features, Custom Field Permissions will be available on the Business Plus and Enterprise plans when released. Thanks for your patience, and we look forward to your feedback!
Francisco Rezende
Caroline Ginty If you want, I can be the beta tester of the beta of the beta, I really need it very urgently, I can test it now, whenever it is, please help us. Just to give you an idea, this is the only factor that still motivates me to look for other solutions other than clickup to manage our tasks. PLEASE HELP US.
Marcos Benitez
Caroline Ginty in which plans this will be available?
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Jose Hernandez
Caroline Ginty - will this be the beta or the final release? Will this be optional or is it going to be automatically released to everyone?
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Alex Bowsher
Caroline Ginty THANK YOU for the timeline. 10/10. More of this!
Courtney Hernandez
Marcos Benitez Asking the important questions lol. Good call
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Alex Bowsher
Courtney Hernandez Marcos Benitez This was already answered below. (hard to find though)..
"Secondly, along with our other custom permissions features, Custom Field Permissions will be available on the Business Plus and Enterprise plans when released." - Caroline Ginty
Caroline Ginty
Alex Bowsher Thank you - edited my pinned comment above to make this information easier to find!
Caroline Ginty
Jose Hernandez It will be released to everyone, but the default behavior for any given field will be the same as it is today, unless you configure the permissions for a particular field.
Marcos Benitez
Alex Bowsher founded! :'( starting to hate business plus...
Courtney Hernandez
Marcos Benitez I agree. I'm not a fan how Business Plus is kind of a hidden plan. When our company switched to ClickUp, we made it a goal to get what we thought at the time was the highest level plan (outside of Enterprise) so we had all our bases covered for all the tools/access we needed. Little did we know there was a hidden Business Plus plan after you sign up for Business suite that isn't seen on the main clickup pricing page -> https://clickup.com/pricing
Marcos Benitez
Courtney Hernandez yup! Actually, I'm probably wrong but I am pretty sure that plan got deprecated... I mean, used to exist and since last year only Business remained... But well, it's a hidden plan...
Jarod McPherson
Caroline Ginty the initial option is present but the edit availability is missing
Caroline Ginty
Jarod McPherson This entry point snuck out ahead of the main release, but it's coming! I'll pin a comment up top, but we rolled out to 10% of Workspaces yesterday, with more coming soon!
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Mitch Webster
Caroline Ginty how do i find Business Plus?
Caroline Ginty
Mitch Webster You should see it as an option on the pricing page in the product!
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Mitch Webster
Caroline Ginty
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Mitch Webster
Business plus not visible?
Caroline Ginty
Mitch Webster It's not on the Clickup.com pricing page, but should be visible from within your Workspace if you go to the Upgrade/Billing page.
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