You can invite two types of collaborators to participate in your Workspace.
Members are people within your organization who directly participate and contribute to your work
Guests are people outside your organization who need to make a limited contribution to specific items in your Workspace
Once someone is invited to your Workspace, you can immediately share, assign, set permissions, mention, and add them to Teams!
Tip: 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.
Members and guests can only receive full permissions to shared items on the Free Forever Plan
You can invite members and guests will a full range of permissions on any paid Plan Workspace
On any paid Plan, you'll be charged a prorated amount based on your billing cycle each time you add a new member seat
The Business Plus Plan and Enterprise Plan Workspaces also have custom roles and custom permissions available
Guests can only be invited by sharing items
Workspace Owners and Admins can invite members and guests to a Workspace
Members can invite guests to access specific items with the same or lesser permissions
We'll cover
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.
Click your Workspace avatar in the lower-left corner
Select People
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
When inviting a Workspace member, choose the invited user's role from the drop-down menu
Click Invite to send invitations!
Invite people while sharing items
You can invite people to your Workspace while sharing the following items:
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:
Click Sharing & Permissions from the item's settings menu
Enter the email address of the person you wish to invite to your Workspace
Choose to invite them as a Member or Guest by clicking the user role button on the left
Note: We'll let you know if you'll be charged when inviting someone to join your Workspace.
Set their permissions by clicking the permissions button on the right
Click Invite to send the invitation
Resend or cancel invitations
Once you've sent an invitation, you can resend or cancel it before the invited person accepts it and joins your Workspace.
Click your Workspace avatar in the lower-left corner
Select People
Choose the members or guests tab
Click the settings ellipsis ... for the invited user
Choose to resend or cancel the pending invitation
Want to learn more?
Manage access to content in your Workspace using Privacy & Sharing
Invite guests to join your Workspace
See who has been invited and joined your Workspace
Find answers about billing and charges on our Billing FAQ