Set Up Your ClickUp Workspace

When you first sign in to ClickUp, your Workspace is the central place where your team collaborates, manages projects, and organizes tasks. This guide walks you through every step of setting up your Workspace so your team can start working productively right away.

The instructions below are based on the official Workspace setup process and cover ownership, settings, customization, and best practices for managing teams and guests.

Understand ClickUp Workspaces and Owners

A Workspace in ClickUp is the highest level of organization for your account. It typically represents your company, department, or main team and contains all your Spaces, Folders, and tasks.

Workspace ownership in ClickUp

Every new Workspace has a single owner by default. The first person to create the Workspace becomes the owner automatically. This person has full control over billing, security, and global preferences.

Key points about ownership:

• There can be only one Workspace owner at a time.
• The Workspace owner can promote any member to become the new owner.
• Ownership can be transferred, but not shared.

Transfer Workspace ownership in ClickUp

If you need to change who manages billing or global settings, you can transfer ownership to another member.

1. Open ClickUp and sign in as the current Workspace owner.
2. Go to the Workspace settings menu.
3. Locate the section for People or Members.
4. Select the member who should become the new owner.
5. Use the option to transfer ownership and confirm the change.

Once the transfer is complete, the new owner gains all previous ownership privileges.

Access ClickUp Workspace Settings

Workspace settings in ClickUp control global preferences that affect everyone in your Workspace, including permissions, security, and default behaviors.

Open Workspace settings

1. Sign in to ClickUp.
2. Select your Workspace from the Workspace switcher if you belong to more than one.
3. Click your profile avatar or Workspace name in the sidebar.
4. Choose Workspace settings from the menu.

From here, the Workspace owner and admins can update global configurations for all members.

Core Workspace settings to review

When you first set up your account, review these core settings in ClickUp:

• General information: Workspace name, logo, and default time zone.
• Billing and plans: Subscription level, payment method, and usage limits.
• Security: Two-factor authentication requirements and authorized domains.
• Permissions: Who can create Spaces, invite guests, or change key settings.

Configuring these options early ensures a smooth rollout for your entire team.

Customize Your ClickUp Workspace

Customizing your Workspace in ClickUp makes it easier for people to understand where to work and how your structure is organized.

Set Workspace name and branding

1. In Workspace settings, open the General or Profile section.
2. Update your Workspace name to match your organization or team.
3. Upload a logo or icon to help users visually identify your Workspace.
4. Confirm your default time zone and language preferences.

Consistent naming and branding help reduce confusion for members who are part of multiple Workspaces.

Organize Spaces for your team in ClickUp

Spaces are the major subdivisions of a Workspace. Each Space can represent a department, project group, or process.

1. From the left sidebar, click + Space or the option to create a new Space.
2. Give the Space a descriptive name, like Marketing, Product, or Operations.
3. Choose a color and icon to visually distinguish the Space.
4. Set visibility and permissions so only the right people can access it.
5. Save your changes to create the Space.

Within each Space, you can further organize work into Folders, Lists, and tasks.

Invite Members and Guests to ClickUp

Once your Workspace structure is defined, invite the people who will collaborate with you. ClickUp supports both full members and more limited guest access.

Add members to your ClickUp Workspace

1. Go to Workspace settings.
2. Open the People or Members tab.
3. Click Invite or Add people.
4. Enter email addresses for the people you want to add.
5. Select their role (member or admin) and assign them to relevant Spaces.
6. Send invitations.

Members receive an email and can join your Workspace with the assigned access level.

Invite guests to ClickUp

Guests are ideal for contractors, clients, or external collaborators who only need limited access.

1. From the same people management area, choose to invite a guest.
2. Enter the guest’s email address.
3. Grant access to specific tasks, Lists, or Spaces.
4. Adjust permissions, such as view only or comment only, based on your needs.
5. Send the invitation.

Guests see only what you explicitly share with them and cannot access sensitive areas of your Workspace.

Manage Roles and Permissions in ClickUp

Proper roles and permissions ensure that people in ClickUp can do their work without compromising security or organization.

Common roles in a ClickUp Workspace

• Owner: Has full control of billing, security, and global settings.
• Admin: Manages members, Spaces, and most Workspace configurations.
• Member: Works on tasks, creates views, and collaborates across Spaces allowed by admins.
• Guest: Limited to specific shared items, often with restricted edit rights.

You can adjust available actions per role in the permissions area of Workspace settings.

Best practices for permission management

• Give admin rights only to people who truly need broad access.
• Use guests for external collaborators instead of creating full member accounts.
• Limit access to sensitive Spaces with private or invite-only settings.
• Review member list regularly and remove users who no longer need access.

Next Steps and More ClickUp Resources

After your initial setup, you can continue refining your ClickUp configuration with advanced features such as automation, templates, and custom fields.

• Learn more about Workspace setup directly from the official documentation: Set up your team's Workspace.
• For additional productivity strategies and platform guidance, you can explore resources at Consultevo.

With your Workspace correctly configured, your team can fully leverage ClickUp to plan projects, track progress, and collaborate efficiently in a single unified platform.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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