How to Manage Workspaces in ClickUp
ClickUp organizes your account into separate Workspaces so you can keep teams, workflows, and data clearly separated and secure. This guide explains how to create, join, switch, and manage Workspaces step by step.
The instructions below are based on the official Workspace documentation from the ClickUp Help Center and will help you move around your account confidently.
Understand ClickUp Workspaces
Before changing any settings, it helps to understand what a Workspace is and how it structures your account.
- A Workspace is the top-level container for your organization’s work.
- Each Workspace has its own members, guests, Spaces, and permissions.
- You can belong to multiple Workspaces with a single login.
Common reasons to use more than one Workspace include managing separate companies, clients, or completely independent teams that should not share data.
Access the ClickUp Workspace menu
You can open the Workspace menu from anywhere in the web app or desktop app.
- Sign in to your account.
- In the lower-left corner, click your profile avatar or Workspace name.
- The Workspace menu will appear, showing all Workspaces you can access.
From this menu you can switch Workspaces, create new ones, update settings, or leave a Workspace.
Create a new Workspace in ClickUp
If you need a fresh environment for a different team or organization, you can create an additional Workspace.
- Open the Workspace menu from the lower-left corner.
- Click Create new Workspace or a similar option shown in your account.
- Enter a clear Workspace name that matches your team or company.
- Confirm to finish creating the new Workspace.
After creating it, you can invite people, set up Spaces, and configure permissions specific to that Workspace.
Best practices for a new ClickUp Workspace
- Use a name that matches your organization or client.
- Keep different legal entities in separate Workspaces.
- Set an admin or owner who understands your processes.
Switch between ClickUp Workspaces
When you belong to more than one Workspace, you can quickly move between them without logging out.
- Open the Workspace menu by clicking your avatar or Workspace name.
- Review the list of available Workspaces.
- Click the Workspace you want to open.
The app will reload and show the tasks, Spaces, and dashboards for the selected environment. Each Workspace keeps its own settings and data separate.
Confirm you are in the right ClickUp Workspace
- Check the Workspace name in the lower-left or upper area of your screen.
- Look at the Spaces list to confirm you see the expected projects.
- If something looks unfamiliar, switch back using the Workspace menu.
Invite people to a ClickUp Workspace
You can add teammates or guests to collaborate inside a specific Workspace.
- Open the Workspace where you want to invite people.
- Go to Settings or People, depending on your plan and layout.
- Choose the option to invite members or guests by email.
- Select the appropriate role or permissions.
- Send the invitations.
Remember that access is limited to the Workspace you invite them to, helping you keep unrelated data private.
Manage roles in your ClickUp Workspace
- Owners or admins can manage billing, security, and high-level settings.
- Members can work on tasks, create views, and collaborate.
- Guests have limited access, usually focused on shared items.
Update your ClickUp Workspace settings
Each Workspace has its own configuration options. Exact options vary by plan, but you can typically manage core details from Workspace settings.
- Open the Workspace you want to configure.
- Click your avatar or Workspace name and open Settings.
- Browse the available sections such as profile, security, or integrations.
- Adjust settings for your use case, then save changes.
Because settings are Workspace-specific, changing them will not affect other Workspaces you belong to.
Common ClickUp Workspace settings
- Workspace name and icon.
- Default notifications and time zone.
- Security and sharing preferences.
- Available features based on your plan.
Leave or remove access to a ClickUp Workspace
If you no longer need access to a particular environment, you can leave that Workspace.
- Open the Workspace menu.
- Find the Workspace you want to leave.
- Look for an option such as Leave Workspace in its settings or profile area.
- Confirm you want to remove your access.
Workspace owners should be careful before removing themselves. Make sure another trusted admin can manage billing and settings if needed.
Troubleshoot ClickUp Workspace access
If the Workspace you expect is missing or you cannot open it, use these checks.
- Confirm that you are logged in with the right email address.
- Open the Workspace menu and scroll to see the full list.
- Ask a Workspace admin to verify that your account is still a member.
- Review the official Workspace documentation for any recent changes.
You can also consult the original Workspace help content on the ClickUp Help Center for more detail and up-to-date interface screenshots.
Improve your ClickUp setup with expert help
Once you understand how to move between Workspaces and keep teams separate, you can start refining processes, automations, and reports.
If you want professional guidance on structuring Workspaces, Spaces, and workflows for growth, you can explore consulting resources such as Consultevo for strategic implementation support.
By using Workspaces thoughtfully and managing them with the steps above, you can keep every team’s work in ClickUp organized, secure, and easy to navigate.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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