Invite people from outside your organization to join your Workspace as guests.
People in a guest role will only be able to access the items that have been shared with them. You can also allow individual guests to use certain features.
For example, you hire a contractor who is helping you complete a project. You can give them access to track time so they can record their hours worked on specific tasks.
A client wants to follow the tasks in their project. You've included the budget, cost, and profit margin in Custom Fields. You can hide all Custom Fields from the client, or just the fields you don't want them to see.
What you'll need
Guests are available on all ClickUp Plans
Workspace owners and admins can manage guests
Members can invite guests when sharing items
We'll cover
View guests
Guests are easily identified by the orange squares on their avatar:
Workspace owners and admins can also view guests from the Guests tab of the People settings page:
Click your Workspace avatar in the lower-left corner
Select People
Click the Guests tab to view every guest in your Workspace
Guests can:
Be invited to tasks, Lists, or Folders
Be invited to individual Docs, Goals, and Dashboards
Can use Docs attached to tasks with the same permissions as they have to the task
Can use Doc views on Lists or Folders
Access Trash to view and restore items they deleted
On any paid plan, a full range of permissions settings is available for guests
See the task IDs of related or dependent tasks except where they have explicit permission to the related tasks
Use ClickApp features (such as Sprint Points) as long as they have can edit or full permissions to the task, List, or Folder, and the relevant fields are not hidden (such as Time Estimates)
Guests can't:
Be invited to Spaces
Create or delete Spaces, Folders, Lists, or Custom Fields
Create Docs, Goals, or Dashboards
Protect or unprotect Docs or Pages
Permanently delete items from Trash
Enable or configure ClickApps
Use the Multitask Toolbar, Work in Progress Limits, or Automations
Add or remove Tasks or Subtasks in Multiple Lists
Create Clips
Mark or unmark tasks as Milestones
Create or delete Tags
Individual guest permissions
Workspace owners and admins can set these individual guest permissions:
Time Estimates and Time Tracking can be hidden from guests
Create views when a List or Folder is shared with can edit or full permissions
To set individual guest permissions:
Click your Workspace avatar in the lower-left corner
Select People
Click the Guests tab
Click the icons representing features to enable and disable them for each guest
Invite a guest
Workspace owners, admins, and members can invite guests. You can only invite guests when sharing a specific item with them.
When members invite guests, they can't give guests any higher permissions to the shared item.
For example, a member with Comment permissions to a task invites a guest to collaborate on the task. The member can only grant the guest Comment or View-only permissions on that task.
To invite a guest while sharing items:
Click the settings menu ellipsis ... of the task, List, Folder, Doc, Dashboard, or Goal that you want to share with the guest
Click on Sharing & Permissions
Type the email address of the person you'd like to invite as a guest
Choose their permission settings on the right
Click Invite
The person will receive an email shortly inviting them to join your Workspace!
Next steps
Manage guests
Learn more about managing guests in your Workspace.
Billing for guest seats
Understand how billing works for guests.
Want to learn more?
Check out the Introduction to ClickUp for Guest course on ClickUp University
Check out the Manage Work In ClickUp As A Guest course on ClickUp University
Understand all the user roles available in ClickUp
Experience ClickUp as a guest
Invite guests to collaborate in your Workspace