Manage ClickUp Workspace Settings
ClickUp gives you a central place to manage personal preferences, account details, and Workspace-level controls so you can collaborate efficiently and securely.
This how-to guide explains each settings area and how to access and adjust it for your profile and Workspace.
Accessing ClickUp settings
You can open most settings from the main interface. Use the sidebar, profile avatar, or Workspace switcher to find the right menu.
Open personal and Workspace settings in ClickUp
- Log in to your ClickUp account.
- In the lower-left corner, click your profile avatar or Workspace name.
- Select the menu item that matches the settings you want to manage, such as Settings, Notifications, or Security & Permissions.
Depending on your role and plan, you may see additional options like billing or advanced admin controls.
ClickUp Workspace settings overview
The main Workspace settings area lets owners and admins manage global configuration, security, and admin controls. Typical options include:
- Workspace details: Name, logo, and basic information.
- Members and Guests: Invite people, change roles, and manage permissions.
- Security & permissions: Control access levels and key security policies.
- Billing: Manage plans, payment methods, and invoices.
Edit Workspace details in ClickUp
- Open the Workspace menu from the bottom-left corner.
- Choose Settings or a similar Workspace-level option.
- Update the Workspace name, avatar, or other details as needed.
- Save your changes.
These changes apply to everyone who uses the Workspace.
Manage your ClickUp account & profile
Your personal account settings control how your profile appears and how you interact with tasks and notifications.
Update your ClickUp profile
- Click your profile avatar in the bottom-left corner.
- Select My Settings or Profile.
- Edit your name, avatar, and any other profile details.
- Save your updates to apply them across the Workspace.
Use a clear name and image so team members can recognize you in comments, assignments, and mentions.
Adjust language, time, and personal preferences
Within your profile area, you can usually set:
- Language and region settings.
- Date and time formats.
- Default views or behavior preferences.
These preferences are individual and do not affect others in the Workspace.
Configure ClickUp notifications
Notification settings control when and how you receive updates about tasks, comments, mentions, and status changes.
Change ClickUp notification channels
- Open your personal settings from your avatar.
- Select the Notifications section.
- Choose which events will trigger notifications.
- Enable or disable available channels (such as email, in-app, or mobile push).
Fine-tuning these options helps reduce noise while keeping you informed about important work.
Best practices for ClickUp notifications
- Keep mentions and assigned comments turned on.
- Limit broad updates that you rarely act on.
- Periodically review your settings as your role changes.
Security & permissions in ClickUp Workspaces
Workspace owners and admins can configure security rules and permission levels to control who can see and edit information.
Manage roles and permissions in ClickUp
- Go to your Workspace settings area.
- Open Members or People.
- Locate the member or guest whose access you want to change.
- Adjust their role or permissions according to your policies.
Typical roles define what users can manage, such as Spaces, views, or billing details.
Set Workspace-wide security policies
From the security section you may be able to:
- Enforce stronger access rules.
- Control sharing options for guests and external users.
- Limit which members can change key Workspace settings.
Stricter policies can help protect sensitive tasks and documents while still allowing collaboration.
Billing and subscription settings in ClickUp
Billing is usually limited to Workspace owners or admins who manage subscriptions and payments.
Update ClickUp billing information
- Open Workspace settings from the bottom-left menu.
- Click the Billing section.
- Review your current plan and available upgrades.
- Update payment methods, billing address, or plan as needed.
Changes here affect the entire Workspace and may adjust the number of available seats or features.
Workspace management tips for ClickUp admins
Effective administration keeps your Workspace organized and easier to maintain over time.
Organize structure and members in ClickUp
- Periodically review Spaces, Folders, and Lists and archive unused ones.
- Audit members and guests to remove old accounts.
- Standardize naming conventions for Spaces and key workflows.
Keep ClickUp settings consistent
When you change key Workspace settings, communicate with your team so they understand:
- New permissions or roles.
- Updated security or sharing rules.
- Changes to notifications or default views.
Consistent settings help everyone use the same structure and reduce confusion.
Learn more about ClickUp settings
For a detailed breakdown of every option, see the official help article on Workspace and account settings: ClickUp Workspace and account settings.
If you want expert help configuring your Workspace for teams, workflows, and documentation, you can also explore consulting resources like Consultevo.
By understanding where each setting is located and how it affects your team, you can tailor ClickUp to fit your organization’s processes while keeping your Workspace secure and easy to manage.
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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