You can invite two types of users to participate in your Workspace. Add users to your team by inviting them as members or guests.

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

• Guests are people outside your organization who you share specific items with.

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 in the lower-left corner.

2. Select People.

3. Enter one or more email addresses to the Invite by email field.

   • To add more than one email address, create a list of email accounts separated by commas or on separate lines.

   • Copy and paste the email addresses into the Invite by email field.

4. When inviting a Workspace member, choose the invited user's role from the dropdown menu.

5. Click Invite to send invitations!

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

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. Click Sharing & Permissions from the item's settings menu.

2. Type the email address of the person you wish to invite to your Workspace.

   

3. Choose to invite them as a Member or Guest by clicking the user role button on the left.

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

4. Set their permissions by clicking the permissions button on the right.

5. 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 in the lower-left corner.

2. Select People.

3. Choose the members or guests tab.

4. Click the settings ellipsis ... for the invited user.

5. Choose to resend or cancel the pending invitation.

Updated February 07, 2023 19:41