Guests are people from outside your organization who you've shared specific Workspace items with!

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.
    

     

Video overview

Watch our ClickTip video below on inviting guests!

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. Click the settings menu ellipsis of the item.

2. Open the Sharing & Permissions menu.

3. Type the guest's email address.

   

4. Click the User Role dropdown and select Guest.
   

   We'll let you know if you'll be charged when inviting someone to join your Workspace.

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!

Manage guests

Workspace owners and admins can manage guest permissions and the availability of certain features from the People settings page.

1. Click your Workspace avatar in the lower-left corner.

2. Select People.

3. Click Guests.

4. Review and update guest settings, including:

   • Role: Change the guest's permission to convert them to a member, admin, or apply a Custom Role.

   • Access: See the number of items that have been shared with the guest.

   • Permissions: Set an individual guest's optional permissions.

Updated January 14, 2023 01:33