ClickUp Workspace settings guide

In ClickUp 4.0, Workspace settings give you a central place to manage members, security, tools, and account preferences so your entire team can work in a consistent way. This guide explains how to open, understand, and configure these settings step by step.

Open ClickUp Workspace settings

You can access Workspace settings from anywhere in the app.

1. Log in to your account.

2. In the lower-left corner, select your profile avatar.

3. From the menu, choose Workspace settings.

The settings panel opens in the left sidebar with several sections you can configure.

Overview of ClickUp Workspace settings sections

The settings sidebar in ClickUp 4.0 is organized into clear categories so you can quickly find what you need.

• People: Manage members, guests, and permissions.
• Workspace settings: Control general preferences, billing, and advanced options.
• Security & Permissions: Set access rules and security policies.
• Tools: Enable, disable, or configure ClickUp tools.
• Resources: Get help, guides, and product information.

Each section opens a dedicated page where you can review and adjust options for your Workspace.

Manage people in ClickUp

The People section lets you keep control over who can access your Workspace and what they can do.

Open the People area in ClickUp

1. Go to Workspace settings.

2. Select People in the sidebar.

From here, you can view members and guests, invite new people, and update roles.

Key people management actions

• Invite users by email and assign a role during the invitation.
• Update roles to adjust access as responsibilities change.
• Remove access when someone should no longer see Workspace data.

Use roles and permissions to ensure every person has the minimum access they need.

Configure general ClickUp Workspace settings

The Workspace settings section helps you set global preferences that affect everyone.

Access general Workspace settings

1. Open Workspace settings from your avatar menu.

2. Select the Workspace settings category in the sidebar.

Typical options in Workspace settings

• Workspace name and basic details.
• Time zone and regional preferences.
• Billing and plan information and management.
• Notifications defaults and other shared preferences.

Review these options regularly so your configuration matches how your team works today.

Control security and permissions in ClickUp

The Security & Permissions area lets you protect data, define access boundaries, and comply with policies.

Open the Security & Permissions page

1. From Workspace settings, select Security & Permissions in the sidebar.

Security controls you can manage

• Sharing options: Control how items are shared inside and outside your Workspace.
• Permissions levels: Decide what each role can view, edit, or delete.
• Access restrictions: Limit sensitive areas to specific members or teams.

Update these settings any time your organization’s policies or team structure change.

Manage ClickUp tools for your Workspace

The Tools section lets you enable or disable product features so the Workspace only includes what your team needs.

Open the Tools section in ClickUp

1. Go to Workspace settings.

2. Select Tools from the sidebar.

Examples of tools you can manage

• Views and features that appear in spaces and folders.
• Collaboration tools such as comments and chat-related options.
• Productivity tools that support planning, tracking, and reporting.

Turn off tools your team does not use to simplify the interface, then enable them later as your workflows expand.

Use ClickUp resources from Workspace settings

The Resources section gives you quick access to help and learning materials.

Open the Resources area

1. From Workspace settings, select Resources in the sidebar.

Types of resources available

• Help Center articles for detailed how-to instructions.
• Product updates so you stay informed about new features.
• Support options if you need direct assistance.

You can always refer back to the official article about Workspace settings in ClickUp 4.0 Workspace settings for more details.

Best practices for managing ClickUp Workspace settings

Use these practical tips to keep your Workspace consistent and secure.

Review settings on a schedule

• Review People and Security & Permissions at least once per quarter.
• Check Workspace settings when your organization structure changes.
• Revisit Tools when you adopt new workflows.

Limit access in ClickUp by role

• Assign roles based on responsibilities, not titles.
• Use the least-privilege principle so users only see what they need.
• Update or remove access as soon as team members change roles or depart.

Document Workspace decisions

• Record which settings you enabled or disabled and why.
• Share this documentation with admins and team leads.
• Update the document whenever you change a major configuration.

Get more help with optimizing ClickUp

If you want expert guidance on how to configure and optimize your Workspace, you can work with consultants who specialize in workspace design and productivity systems. A partner such as Consultevo can help you align ClickUp setup with your processes and goals.

By using the Workspace settings panel in ClickUp 4.0 and following the steps in this guide, you can manage people, security, tools, and resources in a consistent way and keep your team organized as your work evolves.

Need Help With ClickUp?

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

Get Help

“`