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Owners and Admins

  • Set up your team's Workspace

    Owners and admins, take the time to optimally configure your Workspace and set your team up for success! Make sure you have all the inf...

  • Set up your team's Workspace from scratch

      Once you've created your Workspace, it's time to set it up!  Make sure you have all the info. Read Core ClickUp features and Customiz...

  • Invite guests to your Workspace

    Guests are people you've invited to your Workspace by sharing specific items with them. Guests only have access to those shared items. ...

  • Charges for inviting members and guests

    New person on your team? You'll need to invite them to your Workspace as a member or admin! Need to collaborate with a person outside o...

  • Enable and manage two-factor authentication

    Ensure your account or Workspace is protected from any unauthorized access with ClickUp's two-factor authentication (2FA). You can enab...

  • Update two-factor authentication

    Need to update your phone number or set up a new app? You can complete these steps while you still have access to the phone number or c...

  • Session management

    Limit the period of time people with access to your Workspace can stay logged in to ClickUp! Session management settings apply to any C...

  • Global Trade Compliance

    About Global Trade Compliance At ClickUp, our goal is to make the world more productive and help everyone save one day a week! However,...

  • Delete your account

    No longer using ClickUp? You can permanently delete your account in a few steps. Update your communication preferences to change or u...

  • Invite people to join your Workspace

    Add people to your Workspace by inviting them as members or guests.  Members are people in your organization who actively work in Cli...

  • See who has access to your Workspace

    Need to review who has been invited and joined your Workspace? Workspace owners and admins can review who has been invited or joined fr...

  • Remove someone from a Workspace

    Sometimes, it's necessary to remove a person from your Workspace. ClickUp makes this simple and fast. Removing someone from your Worksp...

  • Leave a Workspace

    Leave any Workspace that you no longer need access to. What you'll need Workspace owners must transfer ownership before leaving. Works...

  • Intro to pricing

    Learn how plan price is affected by feature usage, Automations add-ons, and inviting people to join your Workspace.  What you'll need ...

  • Intro to billing

    All of your billing and plan info is available in your Workspace settings on the Billing page.  What you'll need A paid plan.  You mus...

  • Workspace Task Data Export (CSV)

    ClickUp lets you export your Workspace's data in a comma separated value (CSV) format so you can use your data in countless ways! How t...

  • Update your credit card information

    Workspace owners and admins can add a card, remove a card, or set a default payment method from the billing page of the Workspace setti...

  • Manage invoices

    View or download invoices and add details like billing address, company name, or VAT number. What you'll need The Workspace owner and ...

  • Upgrade your plan

      Choose the plan with the best productivity-boosting features for your team! What you'll need You must be an owner or admin to upgra...

  • Downgrade your plan

      Choose the plan with the best productivity-boosting features for your team! What you'll need You must be an owner or admin to upgra...

  • Troubleshoot payment issues

    If you're experiencing payment issues, we'll let you know. You can take these troubleshooting steps before contacting support. What you...

  • Billing FAQ

    Frequently asked questions about billing and payments. Owners and admins Who can manage billing? You must be an owner or admin to manag...

  • Sales Tax FAQ

    How does ClickUp determine if I should pay sales tax? ClickUp determines your taxable status based on the zip code information provided...

  • Add-on FAQ

    Frequently asked questions about billing and payments. What Add-ons are available? Automation Add-Ons: +1,000/month = $19.99/month ...

  • Is there a discount for non-profit or educational companies?

    We understand that certain situations may make paying full price for our Unlimited plan difficult, and offer discounts to some non-prof...

  • Security & Privacy

    ClickUp has one of the strictest policies in our industry to ensure your data never gets into the hands of third parties.  Keeping our ...

  • Compliance and General Protection Data Regulation (GDPR)

    ClickUp's utmost priority is your security and privacy. We're leading the industry with our privacy standards, ensuring that your data ...

  • General Data Protection Regulation (GDPR)

    The General Data Protection Regulation (GDPR) is a European Union regulation designed to improve the data security and privacy of Europ...

  • Data Protection Addendum (DPA)

    You can find a copy of our Data Protection Addendum (DPA) here: https://clickup.com/dpa.  We also have an article on exporting your Wor...

  • Localized Data Hosting

    Localized Data Hosting allows you to select which region your core Workspace data is hosted in, along with a guarantee that ClickUp wil...