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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 in...

  • 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 coll...

  • Default permissions for limited members

    Quickly see which permissions change when internal guests are converted to limited members.  The limited member and limited member read...

  • Default permissions for guests, limited members, members, and admins

    Quickly understand the difference between limited member, member, and admin role permissions.   User role availability and limits vary ...

  • User role feature availability and limits

    User role availability varies by plan and each user role has different permissions. For a quick overview, take a look at our articles I...

  • 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...

  • Intro to pricing

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

  • 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...

  • Add ClickUp Assist to your plan

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

  • Charges for guest-type and member-type user roles

    New person on your team? You'll need to invite them to your Workspace as a member, limited member, or admin.   User role availability a...

  • Manage admins, members, and guests

    Manage the admins, members, and guests in your Workspace.    User role availability and limits vary by plan. Learn more   Manage admins...

  • 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 W...

  • Leave a Workspace

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

  • 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! 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...

  • Task data export

    Export your task's data in a comma-separated value (CSV) format. What you'll need Free Forever and Unlimited Plans can export List vi...

  • 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 FAQ

    Frequently asked questions about sales tax. How does ClickUp determine if I should pay sales tax? ClickUp determines your taxable statu...

  • Add-on FAQ

    Add ClickUp AI, more Automations Actions, additional email accounts, or ClickUp Assist to your plan.   ClickUp AI add-on Owners and adm...

  • 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...

  • 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...

  • Intro to white labeling

    For Workspaces that want a more branded experience, internally and externally, white labeling is the perfect option. The white label fe...