Add people to your Workspace by inviting them as members or guests. 

• Members are people in your organization who actively work in ClickUp. 

• 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.

Once someone is invited to your Workspace, you can immediately share, assign, set permissions, mention, and add them to Teams!

You can also publicly share various items in your Workspace to give anyone visibility to your work.

What you'll need

• You can invite people to join a Workspace on any ClickUp Plan.  
• Charges and permissions depend on your plan type. 

Invite people to your Workspace

Send one or more people an invitation to join your Workspace as a member. Guests can only be invited by sharing items. Only Workspace owners and admins can invite people from the Workspace Settings page. 

On any paid plan, you'll be charged a prorated amount based on your billing cycle each time you add a new member.

1. Click your Workspace avatar.

2. Select People.

3. From the Manage people page in the Invite by email field, enter one or more email addresses.
   

   • To add more than one email address, use commas between the addresses. You can also copy and paste a list of comma-separated addresses or addresses on separate lines.

     You can't upload a CSV file.

4. From the dropdown to the right of the email field, select Member or Guest. 

5. Click Invite.

Using our Free Forever Plan? There is a convenient Invite button in the lower-right corner of your Sidebar that lets you quickly invite users!

1. Click the Workspace dropdown and select Manage users. 

2. In the Invite by email field, enter one or more email addresses.
   

   • To add more than one email address, use commas between the addresses. Or create a list of addresses on separate lines, then copy and paste them into the field. 

3. From the dropdown to the right of the email field, select Member or Guest. 

4. Click Invite.

Invite people while sharing items

You can invite people to your Workspace while sharing the following items:

• Folders, Lists, and tasks

• Docs

• Dashboards

• Goals

• Views

• Templates

Members can invite guests while sharing tasks, Lists, Folders, Docs, Dashboards, and Goals. They can only grant invited guests the same permissions or less.

Invite new people while sharing:

1. From the Sidebar to the right of the item, select the ellipsis ... menu.

2. From the Settings menu, select Sharing & Permissions.

3. From the Share modal, type the email address.

4. From the dropdown on the left, select Member or Guest.

   You may be charged when inviting someone to join your Workspace.

5. From the dropdown on the right, set their permissions.
   

6. Click Invite to send the invitation.

Resend or cancel invitations

Invitations to join your Workspace never expire, but the link in the email is only valid for a short time.

If someone clicks an expired link from the email, they'll be directed to sign up for ClickUp. When they log in using the email you invited, they'll be prompted to join your Workspace.

Once you've sent an invitation, you can resend or cancel it before the invited person accepts and joins your Workspace.

1. Click your Workspace avatar.
2. Select People.
3. From the Manage people page, choose the Full members, External Guests, or Internal Guests tab.
4. From the Settings column, click the user's ellipsis ... menu.
5. Choose to resend or cancel the pending invitation.
   

Updated August 07, 2023 15:52