How to Manage Workspace Members in ClickUp

Managing members in ClickUp helps you control who can access your Workspace, what they can see, and which actions they can perform. This guide walks you through inviting, editing, and removing members so your team stays organized and secure.

Understand ClickUp Workspace Members

Members are people who have been added to your Workspace and given specific roles and permissions. In ClickUp, members can collaborate on tasks, view Spaces, and access tools based on the settings you configure.

Before you start, make sure you are an owner or admin of the Workspace. Only these roles can manage members and their permissions.

How to Invite Members to ClickUp

You can invite new people to your Workspace so they can start collaborating with your team in ClickUp.

Invite members from the ClickUp sidebar

1. Open your Workspace.
2. From the left sidebar, locate the people or members area, usually under Workspace settings or your avatar menu.
3. Select the option to manage or view members.
4. Click the button to invite or add people.
5. Enter the email addresses of the people you want to invite.
6. Choose the role or permission level you want them to have when they join.
7. Send the invitations.

The invited people receive an email with a link to join your ClickUp Workspace. Once they accept, they appear in your list of members.

Invite members when sharing items in ClickUp

You can also invite people while sharing individual items, such as:

• Spaces
• Folders
• Lists
• Tasks

1. Open the Space, Folder, List, or task you want to share.
2. Click the share or people icon.
3. Enter the email address of the person you want to add.
4. If they are not yet in your Workspace, choose the option to invite them.
5. Select their role or permission level.
6. Confirm to send the invite.

This method invites people directly to the item you are sharing, while also adding them as members of your ClickUp Workspace if they are new.

Manage Member Roles and Permissions in ClickUp

Once people join your Workspace, you can modify their roles and permissions to match their responsibilities.

View current members in ClickUp

1. Open your Workspace settings.
2. Navigate to the members or people section.
3. Review the list of active members, guests, and pending invites.

This view shows each person’s role, status, and access details.

Change a member’s role in ClickUp

1. In the members area, locate the person whose role you want to change.
2. Open their role or options menu.
3. Select a new role, such as admin, member, or another available level.
4. Save or confirm the change.

Updated roles take effect immediately, changing what members can do and see across ClickUp.

Adjust member permissions on specific items

In addition to Workspace-wide roles, you can fine-tune access to individual items.

1. Open a Space, Folder, List, or task.
2. Click the share, permissions, or people option.
3. Find the member you want to update.
4. Change their permission level, such as full edit, comment only, or view only, depending on what is available for that item.
5. Save your changes.

This lets you give people broader Workspace access while still limiting sensitive areas in ClickUp.

Remove or Deactivate Members in ClickUp

When someone leaves your team or no longer needs access, you can remove them from your Workspace.

Remove a member from the Workspace

1. Open Workspace settings and go to the members or people section.
2. Find the member you want to remove.
3. Open their options menu.
4. Select the option to remove or deactivate the member.
5. Confirm the action when prompted.

After removal, the person no longer has access to your Workspace in ClickUp. Their past work, comments, and tasks stay in place so your data remains intact.

Handle pending invites and inactive members

You may have people who were invited but never joined, or accounts that are no longer active.

• Review pending invites and cancel any that are no longer needed.
• Check inactive members and decide whether to remove or adjust their access.

Regular maintenance keeps your ClickUp member list accurate and helps protect your Workspace.

Best Practices for Managing Members in ClickUp

Use the following tips to keep member management smooth and secure.

Plan roles before inviting members

Before sending invitations, decide which roles your team members need. In ClickUp, this can help you:

• Limit admin access to only a few trusted people.
• Assign standard members who work on tasks and projects.
• Use more restricted roles for collaborators who only need partial access.

Review access regularly in ClickUp

Set a schedule to review member access, such as monthly or quarterly. During each review, you can:

• Confirm that only active team members remain.
• Update roles for people who have changed positions.
• Remove any unneeded invites.

Use item-level sharing carefully

When you invite people through specific tasks or Lists, double-check the permissions you assign. Ensure people only see the information they need while working in ClickUp, especially in client-facing or sensitive projects.

Learn More About ClickUp Members

For a deeper, official explanation of member management features, see the ClickUp Help Center section on Workspace members at this external guide.

If you want expert help designing processes, documentation, and permission strategies that scale, you can also work with consultants experienced in ClickUp and other productivity platforms. Visit Consultevo to explore professional workflow and systems support.

By following these steps and best practices, you can confidently invite, manage, and remove members in ClickUp, keeping your Workspace secure, organized, and ready for growth.

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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