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Invite people to join your Workspace

Invite members and admins to join your Workspace. 

Share Workspace locations and items with guests and limited members so they can collaborate on specific projects.

 

User role availability and limits vary by plan. Learn more

 

User role types

The limited member and limited member read only user roles are slowly being released to every Workspace. Owners and admins will receive an email before these roles are activated in their Workspace.

These articles detail permissions and billing information for each member-type and guest-type user role available:

Send an email invite

Members and admins have access to all public items and locations by default. Members and admins are invited via email or converted from other user roles. 

You'll share specific items or locations with other user role types.

You can send an email invite from the Manage people settings, the Sidebar, or Chat. 

Manage people settings

To send an email invite:

  1. Click your Workspace avatar then Manage users.
    • In a Free Forever Workspace, you can also click Upgrade. 
  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 Admin.
  4. Click Invite.

The Sidebar

To send an email invite:

  1. In the lower-left corner of the Sidebar, click Invite.
  2. Enter one or more email addresses.
  3. From the dropdown to the right of the email field, select Member or Admin.
  4. Click Send invite.

Chat

To invite someone to your Workspace from a Chat message:

  1. Type @ followed by their email address.
  2. Click Invite.
    Screenshot of the invite people page.
  3. Choose a user role from the dropdown.
  4. Click Send invite.

Via API or SCIM provisioning 

People can be invited via our API or SCIM provisioning on the Enterprise plan only.

Share an item or location

People who use your organization's email domain or SSO cannot be added as guests. People who meet these criteria and were previously added as permission-controlled guests will be converted to the limited member role. Limited members are charged the same subscription fee as members.

For guests, limited members, and limited members read only to access items and locations you'll need to share them. They'll only have access to shared items and locations.

Click the following links to learn how to share these items and locations:

Assign permissions for specific items and locations

There are four permission levels you can apply to items and locations when you invite people. You can also edit these at any time. 

These permission levels can be given to admins, members, limited members, and permission controlled guests.

These permissions do not apply to Free Forever guests, view only guests, or limited members read only. 

To assign a permission level:

  1.  Click Sharing & Permissions in the location. 
  2. To the right of the person's name, select Full, Edit, Comment, or View Only from the permissions dropdown. 

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

Public and private items and locations

For someone to access a private item or location, it must be shared with them. By default, items and locations are public. For example: 

  • A public task is available to anyone with access to its parent List.
  • A public List is shared with anyone with access to its parent Folder. 
  • A public Folder is shared with everyone with access to its parent Space. 

Members see all public items and can be invited to private items. Guests, limited members, and limited members read only see only items that are shared with them. Each time you share a private item, you can set one of four permission levels for the person you're sharing it with.

Individual permissions

Individual permissions are available on the Unlimited Plan and above for guests and limited members. 

To edit individual permissions:

  1. In the upper-left corner, click your Workspace avatar, then Settings.
  2. Select People.
  3. On the Manage People page, select Guest or Limited member.
  4. Click the Time estimates, Time tracked, Add/remove tags, or Create views icons to enable or disable features.

Screenshot of the icons on the Manage People page.

If a person has individual permissions enabled, they can do the following:

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 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 appropriate user role tab.
  4. From the Settings column, click the user's ellipsis ... menu.
  5. Choose to resend or cancel the pending invitation.

Screenshot of the Resend Invitation button.

Manage user permissions

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

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