I'm interested in the ClickUp 'Business Plus' plan and need to understand user permissions. Specifically, what are the default permissions for 'Members' regarding 'Custom Fields' and 'Dashboards' on this plan? Also, for 'Guests' on the 'Business Plus' plan, can they create 'Custom Fields'? If not, what are the two primary ways a guest can interact with tasks, and what are the two types of guests available?
Navigate to the ClickUp Help Center homepage (help.clickup.com). Search for 'user roles' or 'permissions'. Locate and navigate to the article titled 'Default permissions for guests, limited members, members, and admins'. Identify the default permissions for 'Members' on a 'Business Plus' plan regarding 'Custom Fields' and 'Dashboards'. Identify if 'Guests' on a 'Business Plus' plan can create 'Custom Fields' from this article. Navigate to the article titled 'Guest-type user roles'. Identify the two primary ways a guest can interact with tasks. Identify the two types of guests available in ClickUp. Synthesize all gathered information to address the capabilities of 'Members' and 'Guests' on a 'Business Plus' plan, and detail guest interaction and types.
The agent successfully navigates to the 'Default permissions for guests, limited members, members, and admins' article. The agent accurately states that Members on a Business Plus plan can create Custom Fields and create Dashboards. The agent accurately states that Guests on a Business Plus plan cannot create Custom Fields. The agent successfully navigates to the 'Guest-type user roles' article. The agent accurately states that the two primary ways a guest can interact with tasks are by being invited to a task, or by being invited to a location (Space, Folder, or List). The agent accurately states that the two types of guests are 'View-only guests' and 'Edit guests'.