Invite People to ClickUp from Chat
You can quickly bring new collaborators into your ClickUp Workspace directly from any Chat view. This guide explains how to invite members, admins, and guests from Chat, what each role can do, and how to manage access while keeping your Workspace organized and secure.
How ClickUp Chat invites work
Inviting from Chat lets you add people right where conversations happen, so they can join discussions and see relevant work immediately. Depending on your plan and permissions, you can invite:
- New Workspace members or admins.
- Guests with limited access.
- Existing users to a specific Chat, Doc, or task.
Every invite is sent by email and includes a secure link so the person can create an account or sign in and join your Workspace.
Requirements to invite from ClickUp Chat
Before you start, make sure you meet these basic requirements:
- You are signed in to your Workspace in ClickUp.
- You have permission to invite people. In many Workspaces this is limited to owners and admins, but it can be opened up to members depending on settings.
- You know whether the person should join as a member, admin, or guest.
Workspace owners can adjust invite permissions from their settings if they want to limit who can send invitations.
Open a ClickUp Chat to send an invite
To invite someone from Chat, start by opening the right conversation:
- In the left sidebar, open the Chat location you want to use. This can be a task Chat, a Doc Chat, or a dedicated Chat view.
- Confirm that this is the conversation you want the new person to see when they join ClickUp.
- Check the existing participants to avoid inviting the same person twice.
Once the correct Chat is open, you can use the invite option to bring in new people.
Invite people to your ClickUp Workspace from Chat
Use the people picker inside a Chat to add new collaborators:
- In the Chat header, click the avatar group or participant count to open the people panel.
- Select the option to Add people or similar, depending on your current interface.
- Type the email address of the person you want to invite.
- If they are already part of your Workspace, select their name from the results.
- If they are new, choose to invite them to the Workspace and set their role, such as member, admin, or guest, based on your permissions.
- Confirm and send the invite.
The invited person receives an email from ClickUp with a link to join your Workspace and access the Chat where you added them.
Choose the right role when inviting in ClickUp
Picking the correct role helps you control access and keep data secure:
- Members: Internal users who can see most items allowed by Workspace and Space permissions. Suitable for people who work in ClickUp daily.
- Admins: Members with additional management permissions such as Workspace settings, billing, and user management. Reserve this role for trusted team leaders.
- Guests: External collaborators who see only specific items you share with them, like tasks, Docs, or Chats. Best for clients or contractors.
If you are unsure which role to assign, start with guest access and adjust later from Workspace settings as needed.
Invite guests from ClickUp Chat
Guests are ideal when you want someone to join a conversation without exposing your entire Workspace. From any Chat, you can invite a person as a guest:
- Open the Chat where the guest should participate.
- Click the participant control in the header.
- Enter the guest’s email address.
- Choose Invite as guest or a similar option if prompted.
- Confirm the invite and, if available, set any included sharing options for tasks or Docs connected to the Chat.
Guests see only the items and Chats they are explicitly shared on, keeping the rest of your ClickUp Workspace private.
Control guest access in ClickUp
Workspace owners and admins can refine guest access in Workspace settings, including:
- Limiting what guests can edit or only allowing view access.
- Restricting which Spaces or Folders can be shared with guests.
- Reviewing active guests and revoking access when a project ends.
Regularly reviewing guest access ensures your ClickUp data stays safe while still letting external partners collaborate efficiently.
What invitees see when they join ClickUp
After clicking the invite link, the new user goes through a simple flow:
- They create or sign in to their ClickUp account.
- They are added to your Workspace with the role you selected.
- They are taken to the relevant area, such as the Chat, task, or Doc that triggered the invite.
From there, they can read past messages, send new messages, and collaborate on any shared items like tasks or Docs.
Best practices for inviting from ClickUp Chat
Use these tips to keep your Workspace clean and easy to manage:
- Invite from the most relevant Chat: If a discussion belongs to a specific task or Doc, invite the person from that Chat so they see the right context immediately.
- Avoid duplicate accounts: Confirm people use one email address consistently for their ClickUp account.
- Review permissions regularly: Periodically check your user list and guest list and remove anyone who no longer needs access.
- Use guests for external partners: Keep full members and admins for internal teammates.
Following these practices helps you maintain a clear structure as your team grows in ClickUp.
Troubleshooting ClickUp Chat invitations
If someone does not receive an invite or cannot join from Chat, check the following:
- Ask them to check spam or filtered folders in their email inbox.
- Confirm you typed the correct email address when sending the invite.
- Verify with a Workspace owner that you have permission to invite new people.
- Resend the invitation from your Workspace people or settings area if necessary.
If problems continue, you can consult official product documentation for updates or contact support through your account.
More resources for ClickUp users
For the original, detailed reference on this feature, see the official article on how to invite people to join your Workspace from Chat here: Invite people to join your Workspace from Chat.
If you are optimizing how your team uses this platform, you can also learn about implementation and productivity consulting services at Consultevo.
By using Chat invites thoughtfully, you can keep all of your conversations and work aligned in ClickUp while giving each collaborator exactly the access they need.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
