Invite People to Your Workspace in ClickUp Mobile
The ClickUp mobile app makes it easy to invite new people to your Workspace, manage invitations, and control what each person can access while you are on the go. This guide walks you through every step, from sending an invite to updating Workspace roles and permissions directly from your phone.
Before you invite people to ClickUp
Before you start sending invitations from the ClickUp mobile app, make sure you meet the basic requirements. These checks help ensure you can successfully add new collaborators without running into access issues.
- You must be a member of the Workspace you are inviting people to.
- You must have permission to invite people to that Workspace.
- You should know whether you want to invite them as a member, guest, team, or use a public link.
If you do not see the invitation options described here, you may need to ask your Workspace owner or admin to adjust your permissions inside ClickUp.
Open the ClickUp mobile app and select your Workspace
Inviting people always starts from the correct Workspace in the ClickUp mobile app. You may belong to several Workspaces, so make sure you select the right one.
- Open the ClickUp mobile app on your device.
- If prompted, log in with your account credentials.
- Tap your profile avatar or Workspace selector in the app header.
- Choose the Workspace where you want to invite people.
Once you confirm you are in the right Workspace, you are ready to open the people or sharing options to send invitations.
Invite people to ClickUp from the Workspace settings
One of the most direct ways to invite new collaborators is from your Workspace settings screen in the ClickUp mobile app. This method is useful when you are managing several people at once.
- From the main screen, tap your avatar or Workspace name to open Workspace options.
- Look for the People, Members, or Invite area, depending on your app version.
- Tap Invite or a similar button to open the invite dialog.
- Enter one or more email addresses for the people you want to invite.
- Select a default Workspace role, such as member or guest.
- Confirm and send the invitations.
Each person you invite will receive an email with instructions to join your Workspace in ClickUp. They may also see an in-app notification if they already have an account.
Invite people while sharing items in ClickUp
Another common way to invite people is from sharing menus inside specific items in ClickUp, such as Spaces, Folders, Lists, or tasks. This approach lets you control access while you are already working on content.
- Open the ClickUp mobile app and navigate to the Space, Folder, List, or task you want to share.
- Tap the Share icon or access the sharing menu from the item options.
- Look for a field to add people by email or name.
- Type the email address of the person you want to invite.
- If available, choose whether to invite them as a guest or a full member.
- Adjust item-level permissions, such as view-only or edit access.
- Tap Share or Invite to send the invitation.
This method not only sends an invitation to ClickUp but also ensures the new collaborator can immediately access the specific item you are sharing.
Use public links in ClickUp mobile
In some cases, you may want to share content with people without adding them as full members in ClickUp. Public links are useful when you need quick, view-only access for people outside your Workspace.
- Open the ClickUp mobile app and navigate to the task or document you want to share.
- Tap the Share button.
- Look for the option to create or manage a public link.
- Enable the public link if it is not already active.
- Adjust the access level supported for public links, such as view-only access.
- Copy the public link and share it through email, chat, or any other channel.
Public links do not always require the recipient to sign in to ClickUp, depending on your Workspace settings. However, they typically provide limited, controlled access for security reasons.
Manage invited people in ClickUp mobile
After you invite people to your Workspace in ClickUp, you may need to update roles, resend invites, or remove access. These actions can usually be completed directly in the mobile app.
View and manage Workspace members in ClickUp
Use the people or members section in the ClickUp mobile app to see a full list of users and manage their status.
- Open the Workspace in the ClickUp mobile app.
- Tap your avatar or Workspace name to access Workspace settings.
- Go to the People or Members section.
- Review the list of active members, guests, and pending invites.
- Tap an individual person to open their details.
From a person’s detail screen, you can often adjust their access and see what parts of the Workspace they can use.
Change roles and permissions in ClickUp
If you need to update what someone can do in your Workspace, you can change their role in the ClickUp mobile app.
- From the People or Members list, tap the person you want to update.
- Look for a Role or Permissions option.
- Select a new role, such as member, admin, or guest, based on what your Workspace supports.
- Confirm the change so it is applied to the user.
Role changes in ClickUp affect what features users can access, such as creating tasks, editing Spaces, or managing other members.
Resend or cancel invitations in ClickUp
Sometimes invited people may not receive or act on their initial invitation email. From the ClickUp mobile app, you can resend or cancel pending invites.
- Open the People or Members section in your Workspace.
- Locate the person with a Pending or similar status.
- Tap their name or open the invite details.
- Choose Resend invite if you want to send another email.
- Choose Cancel invite or remove the pending user if access is no longer needed.
Managing invitations this way helps keep your ClickUp Workspace secure and avoids unused accounts.
Best practices for inviting people with ClickUp mobile
Following a few best practices helps you keep your ClickUp Workspace clean, secure, and easy to manage.
- Invite with the right role: Use guest roles for limited access, and member roles for teammates who need broader access to your projects.
- Use item-level permissions: When sharing specific tasks or Lists, restrict editing rights to people who truly need them.
- Review access regularly: Periodically review the members list in ClickUp mobile to remove old accounts or revoke unused invitations.
- Prefer Workspace invites for core team: Use Workspace-level invites for people who will work across many Spaces, Folders, and Lists.
- Use public links sparingly: Only share public links when you are comfortable providing broad, limited access to the content.
Learn more about ClickUp mobile invitations
If you want more detail about how invitations work, including screenshots and specific options for your plan, you can read the official documentation provided by the platform. For the original guide, visit the source article on the ClickUp Help Center: Invite people to your Workspace on the mobile app.
For broader workflow optimization, automation strategies, and implementation help beyond what is covered in this ClickUp how-to article, you can also explore consulting resources like Consultevo, which focuses on productivity and software adoption.
By following the steps above, you can confidently invite new collaborators to your Workspace, control how they access your projects, and manage your entire team from the ClickUp mobile app.
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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