Roles & what they can see
Every member of your workspace has one role. From most to least access:
Full access to everything, including billing and deleting the workspace. The person who created the workspace. There’s always at least one.
Everything an owner can do day-to-day: manage clients, projects, rates, people, and settings. The natural role for partners and ops leads.
Manager
Section titled “Manager”Management access to the specific clients and projects they’re assigned to as manager — they can run their own accounts without seeing the whole agency’s finances. For everything else, they see what a member sees.
Member
Section titled “Member”Regular team member. Can look around the app, but financial data (rates, revenue, cost, margins) is hidden by default — they’d see hours, not dollars. Can’t change settings or manage people.
Viewer
Section titled “Viewer”Strictly read-only. Can look, can’t touch — no edits of any kind, anywhere. Good for external stakeholders or an accountant.
Tuning what roles can see
Section titled “Tuning what roles can see”Owners and admins can adjust the defaults in Security & Permissions:
- Financial Data — decide whether managers or members see money (rates, revenue, margins) or just hours. Off for both by default.
- Invite/remove rights — decide which roles are allowed to invite or remove admins, managers, and members.
- Feature access — fine-tune which parts of the app each role can use.
Two common setups
Section titled “Two common setups”- Leadership only: invite partners as admins. Everyone else just tracks time in ClickUp and never logs in.
- Account-manager model: AMs get the Manager role and are assigned their clients; they run their own book of business without seeing agency-wide profit.