Convert user roles

Make sure your team is assigned the right user roles for maximum productivity. 

When you convert someone, their access and permissions will be updated to reflect their new role. They will have access to the features available for that role.

What you'll need

  • Only Workspace owners and admins can convert user roles.

    Make sure you have all the info. You may be charged when converting user roles, depending on your plan. 

User roles

Admins and owners are members with extra permissions to manage the Workspace.

ClickUp users can be assigned the following user roles within a Workspace:

  • Guests: People outside your organization who you've shared specific Workspace items with.
    On paid plans, there are two types of guests, internal and external. Take a look at our article Charges for inviting members and guests for more info. 
  • Members: People in your organization who actively work in ClickUp.
  • Admins: People who are responsible for managing the Workspace, including billing, permissions, and integrations.
  • Owner: The person who created your Workspace or had ownership transferred to them. Each Workspace can only have one owner.
  • Custom Roles: Business Plus and Enterprise Plans also have custom roles available.

Convert user roles

All user roles can be converted to a higher or lower level. When converted to a new role, people gain or lose the default permissions that came with the role.

For example, Avery had default access to billing, permissions, and integrations as an admin. Avery recently transitioned to a part-time consultant role and is now a member. They no longer have admin access. 

Convert any user role to an owner

The current owner can transfer Workspace ownership to any Workspace admin, member, or guest. 

Convert a guest to a member or admin

Let's say someone from outside your organization was a guest, and you've employed them as a contractor. Now that they're employed by your organization, you can easily convert them to a member or admin.

If a guest has been given access to certain items, they'll keep those permissions when they become a member or admin. 

  1. Click your Workspace avatar then select Manage users
  2. From the Manage people page, click the Guests tab.
  3. From the Role column, set the user's role to Member or Admin.

Screenshot showing how to convert a guest to a member.

Convert a member or admin to a guest

Let's say a member was employed by your organization and is now a per-project contractor. You can easily convert them to a guest.

When a member or admin becomes a guest, they won't have access to certain features. They'll lose access to anything they haven't been invited to work on, including their private Workspace items. 

  1. Click your Workspace avatar then select Manage users
  2. From the Manage people page, click the Full members tab.
  3. From the Role column, set the user's role to Guest.
Screenshot showing how to convert a member to a guest.

Convert a guest or member to admin

Promoting a guest or member to admin gives them the ability to manage Workspace settings like billing.

  1. Click your Workspace avatar then select Manage users
  2. From the Manage people page, select either the select Full members or Internal Guests tab to find the user you would like to promote.
  3. From the Role column, set the user's role to Admin.

Was this article helpful?