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...

Intro to pricing

Learn how pricing is affected by feature usage, add-ons, and inviting people to join your Workspace. Only the Workspace owner or an adm...

Invite people to your Workspace

Invite members and admins to join your Workspace. Share Workspace locations and items with guests and limited members so they can colla...

Track your Workspace's Brain AI usage

The Analytics page displays your Workspace's AI use, including the value AI created, your AI Credit consumption by feature, and individ...

Invite people to join your Workspace from Chat

Invite people to your Workspace from Chat. Invite someone from a message draft To invite someone to your Workspace from a message draft...

Default user role permissions

Every plan has the same set of default Workspace-level user role permissions for guests, limited members, members, and admins. Workspac...

User role availability and limits

User role pricing, permissions, and availability vary by plan. For more info about our plans, see our pricing page. User role pricing a...

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. To learn how to choose a plan and create a...

Intro to billing

All billing and plan info is available in your Workspace settings on the Billing page. The billing page is accessible to all paid plan ...

Intro to ClickUp Assist

Get personalized help creating workflows, onboarding your team, and setting up your Workspace. Whether you're new to ClickUp or have an...

Pricing per user role and plan

This article outlines how we determine pricing per Workspace user and plan. User role availability and limits vary by plan. Learn moreI...

Manage the people in your Workspace

These Manage people settings track the users in your Workspace, their info, and activity. Here you can edit guests' and limited members...

Remove someone from a Workspace

Removing someone from your Workspace is a permanent action and cannot be undone. After you remove a member or limited member from a Wor...

Leave a Workspace

Leave a Workspace that you no longer need access to. Leave a Workspace You can leave a Workspace at any time. If you want to access the...

Update your credit card information

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

Manage invoices

Manage your invoices. Get email notifications when your invoice is ready. If your organization's billing is managed by someone outside ...

Upgrade your plan

Choose the plan with the best productivity-boosting features for your team! You must be an owner or admin to upgrade or downgrade a Wor...

Downgrade your plan

Choose the plan with the best productivity-boosting features for your team! You must be an owner or admin to upgrade or downgrade a Wor...

Export task data

Export your ClickUp Workspace's task data from selected Spaces, Folders, Subfolders, or Lists into a CSV file. Feature availability and...

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...

Sales tax

ClickUp is required to charge Value-Added Tax (VAT), Goods and Services Tax (GST), or sales tax in certain jurisdictions. We determine ...

Purchase or cancel ClickUp add-ons

Purchase Brain AI, more Automation actions, or ClickUp Assist. Some Workspaces see a new set of plans that include more ClickUp AI. You...

Delete your account

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

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...

Privacy and security

ClickUp has one of the strictest privacy and security policies in our industry. Every ClickUp feature is covered by the policies outlin...

Custom Workspace theme, avatar, and branding

All plans can update their Workspace color theme and custom avatar. Enterprise plans can create a custom branding experience, internall...