Use the Workspace and account settings to manage your and your team's ClickUp experience.
Who can use Workspace and account settings?
All users can edit most preferences in account settings.
The use of Workspace settings varies depending on user role and permissions in the following way:
Take a look at our Intro to user roles article for details about each role's default permissions.
| User role | Plan | Workspace setting that the user can access |
| Guests | Free Forever and up | |
| Members | Free Forever, Unlimited, and Business |
App Center Template Center |
| Business Plus and Enterprise |
App Center Template Center Custom Field Manager An owner or custom admin can also activate custom role permissions or give individual members a custom role to access specific Workspace settings. |
|
| Admins | Free Forever, Unlimited, and Business |
Admins have specific default role permissions for Workspace settings. |
| Business Plus and Enterprise |
In addition to their default role permissions, an owner or custom admin can give individual admins a custom admin role to access specific Workspace settings. |
|
| Owners | All plans |
Owners have all of the default permissions of an admin plus additional custom role permissions. |
Account settings menu and personal avatar
Customize your Workspace experience in account settings.
To open your account settings menu:
- In the upper-right corner, click your personal avatar.
These settings are accessible to admins, owners, and members:
These settings are accessible to everyone:
- Themes
- Settings
- Notification settings
- Keyboard shortcuts
- Download apps
- Referrals: This program is currently closed to new applicants. Try our affiliate program!
- Help: Access the ClickUp Help Center.
- Trash
- Logout
Workspace settings menu and Workspace avatar
Settings are displayed in the account menu depending on your user role and custom role permissions.
Workspace settings are accessible from the Workspace avatar. This is where settings for the entire Workspace are managed.
To open the Workspace Settings menu:
- In the Sidebar's upper-left corner, click your Workspace avatar.
These settings are available to guests:
- App Center: Guests can view the App Center, but only Workspace owners, admins, and members can connect apps.
- Template Center: Guests only have access to templates for Docs, tasks, views, checklists, and Whiteboards. Guests with edit or full permissions can access the Template Center from items that have been shared with them
The settings are available to admins, owners, and members:
- Settings: Click to open the entire Workspace menu.
- From Settings, owners can transfer Workspace ownership and delete the Workspace.
- From Settings, Enterprise Workspaces can enable White label.
- ClickApps
- People: This is where you invite members to your Workspace, convert user roles, set individual guest permissions, and other user management tasks.
- App Center
- Spaces
- Security & Permissions
- Audit Logs: This feature is only accessible to owners on the Enterprise Plan.
- Teams
- Task Types
- Imports / Exports
- ClickUp API
- Email Integration
-
Billing
- Upgrade displays for Free Forever Workspaces.
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