Guests are great for working with people outside your organization who only need to access specific items in your Workspace.
In ClickUp, guests are added to Folders, Lists, and tasks. To add a guest, find what you want to share, and invite your guest to it!
What you'll need
You can invite guests to join a Workspace on any ClickUp Plan.
You can't limit guest permissions on the Free Forever Plan
You can invite guests will a full range of permissions on any paid Plan Workspace
If you don't have any paid guest seats available, you'll be charged a prorated amount based on your billing cycle for a paid member seat to increase the number of paid guest seats available
Workspace owners, admins can invite guests to specific items in a Workspace
Workspace members can invite guests to access specific items with the same or lesser permissions
Invite a guest
You can only invite guests to join 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 a guest 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 Guest or Member by clicking the user role button on the left
Set their permissions by clicking the permissions button on the right
Click Invite to send the invitation
Click the settings menu ellipsis of the task, List, Folder, Doc, Dashboard, or Goal that you want to share with the guest
Open the Sharing & Permissions menu
Type the email address of a guest you'd like to invite
Click Member to switch their role to Guest
Note: We'll let you know if you'll be charged when inviting someone to join your Workspace.
Choose their permission settings on the right
The guest will receive an email shortly inviting them to join your Workspace!
Workspace owners and admins can manage guest permissions and the availability of certain features from the People settings page.
Click your Workspace avatar in the lower-left corner
Review and update guest settings, including:
Access: See the number of items that have been shared with the guest
Permissions: Set an individual guest's optional permissions
Want to learn more?
Read all the detailed info about guests
Learn about privacy & sharing in ClickUp
Follow the detailed instructions to use privacy and sharing
See who has been invited and joined your Workspace
Check out our billing FAQ to understand how we charge for paid guest seats
Still have questions? Be sure to read through our Privacy and sharing FAQ