Manage ClickUp upgrade requests

In ClickUp, Workspace owners can control whether guests and members are allowed to request an upgrade to a higher permission level. This guide explains how to enable or disable these requests, what each option means, and how upgrade requests behave in your Workspace.

Understanding ClickUp member upgrades

Before changing any settings, it is helpful to understand how user types work inside ClickUp. A member typically has broader access and can take more actions than a guest, who usually has limited, item-level permissions. When a guest or lower‑level user needs more access, they may request an upgrade to a member role.

Depending on your Workspace configuration, you can either:

• Allow people to send an upgrade request that owners must approve or deny.
• Let people upgrade themselves automatically when they need more access.
• Completely block new requests to upgrade to a member.

These options give Workspace owners and admins fine‑grained control over who can become a member in ClickUp.

Who can manage ClickUp upgrade settings

Only specific roles in ClickUp can update this setting. Access to the upgrade controls is limited to:

• Workspace owners
• In some cases, admins or billing owners, depending on your Workspace structure

Regular members and guests cannot change how upgrade requests work. They only see the effects of the options that owners choose.

How to open the ClickUp upgrade settings

To manage how users request an upgrade to a member in ClickUp, start from your main Workspace settings area.

1. Log in to your Workspace.

2. Click your Workspace avatar in the lower‑left corner.

3. Select Settings from the menu.

4. Open the section that controls Members or People (terminology may vary slightly depending on your plan or UI version).

5. Locate the setting related to Requests to upgrade to a member.

Once you find this panel, you can choose from the available options described in the next sections.

ClickUp options for upgrade requests

The upgrade request control in ClickUp typically offers two main options that determine how users can request to become members.

ClickUp setting: Only approve new requests

With this option, requests must be manually approved. It is ideal when you want to keep tight control over billing and access.

When Only approve new requests is selected:

• Guests or lower‑level users can submit a request to upgrade to a member.
• Workspace owners receive these requests and can choose to approve or deny each one.
• No one is upgraded automatically; every change in member status goes through an approval process.

This setting helps ensure that only users who truly need member‑level access in ClickUp receive it, which can help control both permissions and costs.

ClickUp setting: Allow self‑serve upgrades

Some Workspaces may see an option that loosely matches Self‑serve upgrades or a similar concept. The exact label can differ, but the behavior is similar: users can upgrade themselves without manual approval.

When self‑serve behavior is active:

• Guests or lower‑level users can trigger an upgrade to a member when they attempt an action that requires more access.
• The Workspace does not require an owner to approve the change.
• New members are added and billed automatically according to your plan.

This can be convenient in fast‑moving teams that trust users to choose the right level of access in ClickUp, but it may increase costs and broaden permissions more quickly.

How ClickUp upgrade requests appear

After you enable or restrict requests, it is useful to know what they look like for both requesters and owners.

What guests see in ClickUp

When a guest in ClickUp tries to perform an action they are not allowed to do, they may see a prompt such as:

• A banner explaining they need member access.
• A button or link to Request upgrade or similar wording.

If requests are enabled, the guest can send the request, which is then routed to Workspace owners. If requests are disabled entirely, the guest will not have an option to request an upgrade.

What Workspace owners see in ClickUp

When a request is submitted, Workspace owners can typically review it from:

• A notifications area or inbox.
• An email message, depending on notification settings.
• An internal requests or billing page within Workspace settings.

Owners can then approve or deny each request. Approval upgrades the user to a member, while denial leaves the user at their current role.

Best practices for managing ClickUp upgrades

To keep your ClickUp environment secure and cost‑effective, consider these best practices when configuring upgrade requests:

• Align with your billing plan: Confirm how much each additional member costs before allowing self‑serve upgrades.
• Review requests regularly: If you use the approval option, designate an owner who will check and respond to new requests promptly.
• Document access policies: Share clear internal guidelines on who should be a guest versus a member in ClickUp.
• Audit member roles periodically: Review your member list to confirm that everyone still needs their current level of access.

Troubleshooting ClickUp upgrade issues

If users report problems requesting an upgrade in ClickUp, review the following points:

• Requests are missing: Confirm the setting is not locked to completely disallow upgrade requests.
• Owners do not see notifications: Check notification settings and ensure the correct owners are active in the Workspace.
• Unexpected billing changes: Verify whether self‑serve behavior is enabled, allowing users to upgrade without approval.

When in doubt, compare your current behavior with the official documentation and confirm that you are on a plan that supports these controls.

More ClickUp resources

For the most accurate and current details, including screenshots and plan‑specific notes, review the official guide on the ClickUp Help Center: Allow requests to upgrade to a member.

If you need strategic help optimizing your workspace, processes, or documentation, you can also visit Consultevo for consulting and implementation services.

By configuring these settings carefully, you can maintain the right balance between flexibility, security, and cost control while managing user access in ClickUp.

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

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