Guests are people you've invited to your Workspace by sharing specific items with them. Guests only have access to those shared items.

There are two guest types:

• External guests: External guests are people from outside your organization like partners and contractors.
  Charges for inviting them are calculated according to your permission-controlled guest-to-member ratio. There is no charge for inviting external view-only guests. 
• Internal guests: People from inside your organization. 
  Inviting internal guests costs the same as adding a member to your Workspace. 

The two guest types are based on several things, including SSO authentication and email domain.

What you'll need

• Workspace owners and admins can invite guests to a Workspace on any ClickUp Plan.

  • Free Forever guests always have the full permissions that are available for the items shared with them.

  • Each paid plan includes a specific number of permission-controlled guest seats.
  • Business Plus Plan and Enterprise Plan Workspaces also have custom roles and custom permissions available.

Invite a guest

Owners, admins, and members can invite guests by sharing the following items with them:

• Folders, Lists, and tasks
• Docs
• Dashboards
• Goals 
• Views
• Templates

There are four permission levels available for guests on paid plans. Guests invited to Free Forever Workspaces can only have full permissions:

• View only: Read-only. Can't comment or edit.

• Comment: Can comment. 

• Edit: Can edit, but not delete.

• Full: Can edit and delete.

Permissions vary by the type of item and user role. Learn more about permissions in detail.

To invite a guest:

1. From the Sidebar to the right of the location, click the ellipsis ... to open the Settings menu.

2. Select Sharing & Permissions.

3. Type the guest's email address and click Invite.

   • If you invite an internal guest, you will be charged the same amount as adding a member. 

4. Click the User Role dropdown and select Guest.
   

5. Choose their permission settings on the right.

6. Click Invite.

7. The guest will receive an email shortly inviting them to join your Workspace!

Workspace owners and admins can resend or cancel invitations sent to guests!

Updated July 12, 2023 22:37