Invite short-term employees like contractors or freelancers as guests. Guests have limited access so they can focus on their work. 

Invite long-term employees as members. Members get access to the full context of your organization. On paid plans, access and permissions can be controlled. 

What you'll need

• You can invite people to join a Workspace on every ClickUp plan.  
• Charges and permissions depend on your plan type. 
• Each paid plan includes a specific number of permission-controlled guest seats.
• Free Forever guests always have the full permissions available for the items shared with them.
• All plans have optional invite permissions. 
• Business Plus Plan and Enterprise Plan Workspaces also have custom roles and custom permissions available.

Members and 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.
  

  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. 

Invite people to join your Workspace

Invited people can work with the items and locations they've been given access to with the permissions set up for them. 

If you have an open seat in your Workspace and invite someone new, they will automatically fill the vacant seat.

Send an invite to a member

Send one or more people an invitation to join your Workspace as a member. Guests can only be invited by sharing items. 

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

To invite a member:

1. Click your Workspace avatar then Manage users.
2. 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.
3. From the dropdown to the right of the email field, select Member or Guest.

   When a guest is added here, they are view-only with no access to Workspace items. You'll need to share items from your Workspace with them.

   

4. Click Invite.

If you are on the Free Forever Plan, there is an 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.
3. From the dropdown to the right of the email field, select Member or Guest. 
4. Click Invite.

Invite a guest by sharing an item

You can invite guests to your Workspace by sharing specific items with them. You can also invite members this way.

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

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

To invite a guest to your Workspace:

1. Click the ellipsis ... menu next to a List or Folder in the Sidebar or upper-right corner of a task.
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. On paid plans, there a four permission types:
   • 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.

6. Click Invite.
7. The guest will receive an email shortly inviting them to join your Workspace.

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

Change or remove a guest's permissions and access

You can only edit guest access to items and locations that you can access. Permissions and access are given to guests per item or location.

To change or remove a guest's permissions or access:

1. In the upper-left corner, click your Workspace avatar then Manage users.
2. On the Manage people page, select the Internal or External guests tab. 
3. Scroll to the right of the guest's name and email to the Access column.
4. Click the item or location and select one of the following actions:
   • Remove All: Remove the guest's access to every shared item or item in that location.
     For example, you want to remove the guest's access to Folders. You do want them to access their tasks in those Folders. In the Access column, you click Folders. From the Shared Folders modal, you select Remove All. They still have access to their tasks, not the Folders. 

     

     For more info about how permissions work, take a look at our article Permissions in detail. 
   • Remove individual items and locations: Click the x icon to the far right of the item or location name. 
   • Change the guest's permissions: Change a guest's permissions to their items and locations individually. 
     For example, you want to change the guest's permissions for one task from full to view only. In the Access column, you click Tasks. From the Shared Tasks modal, you click Full to the right of the task's name and select View only from the dropdown. 
     

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, they'll be prompted to join your Workspace. If the link doesn't work, or they did not get the link, they'll also be prompted to join your Workspace when they log in.

If there are any issues with the link, you can ask the person to create an account and sign in. Or to sign into any existing ClickUp Workspace they're a part of. When they sign in, 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.

Accept the invitation in ClickUp

If the person you invite can't find the email, they can log in to ClickUp. They'll be prompted to accept the invitation. 

Manage user permissions

Admins and owners on all plans can manage certain user permission settings.