Invite people to your ClickUp Workspace
Inviting people to your ClickUp Workspace lets your team collaborate on tasks, docs, and projects in one place while you stay in control of access and permissions.
Before you invite people to ClickUp
Before adding anyone new, it helps to understand how people are structured in a Workspace and what access levels are available. This ensures each person in ClickUp has only the permissions they need.
People types in ClickUp
There are two main ways people can join your Workspace:
- Members: Internal users who typically need broader access to create, edit, and manage items.
- Guests: External collaborators or limited-access users who can be restricted to specific items.
Both can be invited to ClickUp, but the level of control and billing impact may differ depending on your plan.
Permissions and roles overview
When you invite someone into ClickUp, you assign a role or permission level. These determine what they can see and do within each Space, Folder, and List.
Common permissions include:
- View-only access to items
- Comment-only access
- Edit access for tasks and docs
- Admin or owner-level control over Workspace settings
Before you invite a new person, decide what they need to access and which role best fits that need.
How to invite people to ClickUp
You can invite people directly from your Workspace so they receive an email or link to join ClickUp and access the correct items.
Open your Workspace settings in ClickUp
- Log in to your Workspace.
- Open the main settings or people management area from the sidebar or avatar menu.
- Look for an option such as People, Members, or Sharing & Permissions depending on your interface.
From this area you can see current members and guests, as well as invite new people to ClickUp.
Send invitations by email
To invite people via email, follow these steps:
- Click the button or link labeled something like Invite or Invite people.
- Enter one or more email addresses for the people you want to bring into your ClickUp Workspace.
- Select whether each person should join as a member or guest, depending on their role.
- Choose default access or items they should see when they first open ClickUp.
- Send the invitations so they receive an email with instructions to join.
Once they accept, they will appear in your people list and can start collaborating in ClickUp.
Invite guests to specific items in ClickUp
If you want a more limited level of access, invite people as guests to specific items instead of the full Workspace.
- Open the task, doc, or list you want to share in ClickUp.
- Click the Share or Invite option for that item.
- Enter the person’s email address.
- Select the guest permission level, such as view-only, comment-only, or edit.
- Send the invite so they gain access only to the shared item.
This method is helpful when you need clients, contractors, or partners to view or interact with a limited set of items inside ClickUp.
Manage invited people in ClickUp
After people join, you can manage their permissions, upgrade or downgrade roles, and remove access when necessary.
Change roles and permissions in ClickUp
To adjust someone’s access level:
- Open your Workspace people or members area.
- Find the person whose access you want to change.
- Update their role, such as member, guest, or admin, based on your plan.
- Adjust their permissions in specific Spaces, Folders, or Lists as needed.
Review roles regularly to keep your ClickUp Workspace secure and organized.
Resend or cancel ClickUp invitations
If an invitee has not joined yet, you may need to resend or cancel their invitation.
- Go to the people or invites section in your Workspace settings.
- Locate the pending invite associated with their email address.
- Choose to resend the invitation email if they did not receive it.
- Or cancel the invitation if they no longer need access to ClickUp.
Managing pending invites keeps your list of people clean and helps you stay in control of who can join your Workspace.
Remove people from ClickUp
When someone leaves your team or no longer needs access, remove them from the Workspace:
- Go to the people or members area.
- Select the person to remove.
- Use the remove or deactivate option, depending on your plan.
- Confirm the change so they can no longer access your ClickUp Workspace.
Removing unused accounts also helps keep your billing and security aligned with your current team.
Best practices for inviting people to ClickUp
Use these practical tips to keep collaboration efficient and secure when you invite people to ClickUp.
Plan your structure before inviting
Set up Spaces, Folders, and Lists before you send invites so new users have a clear place to start. When ClickUp is organized, it is easier for new members and guests to understand your workflows.
Start with least-privilege access
Only grant the minimum access a person needs. You can always increase permissions later as they become more familiar with ClickUp and your processes.
Onboard new people with simple steps
After inviting someone to ClickUp:
- Share a quick overview of your Workspace structure.
- Assign them to a welcome task or doc.
- Show them where to find their tasks and notifications.
This helps them get productive quickly after they join ClickUp.
Learn more about inviting people to ClickUp
To see the original help guide and screenshots, review the official documentation on how to invite people to your Workspace in ClickUp on the ClickUp Help Center.
If you want additional guidance on configuring your Workspace, people, and permissions, you can also explore expert consulting and implementation resources at Consultevo.
By understanding roles, permissions, and invite options, you can confidently bring people into ClickUp, keep your projects secure, and ensure every collaborator has the right level of access.
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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