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

    • Guests with more than view-only permissions or that are added to Teams will take up a paid guest seat

    • 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

    • The Business Plus Plan and Enterprise Plan Workspaces also have custom roles and custom permissions 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

We'll cover

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:

  1. Click Sharing & Permissions from the item's settings menu

  2. Enter the email address of the person you wish to invite to your Workspace

  3. Choose to invite them as a Guest or Member by clicking the user role button on the left

  4. Set their permissions by clicking the permissions button on the right

  5. Click Invite to send the invitation

    Screenshot of sharing a task highlighting the invite people field
  6. Click the settings menu ellipsis of the task, List, Folder, Doc, Dashboard, or Goal that you want to share with the guest

  7. Open the Sharing & Permissions menu

  8. Type the email address of a guest you'd like to invite

  9. 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.

  10. Choose their permission settings on the right

  11. Click Invite

  12. The guest will receive an email shortly inviting them to join your Workspace!

Manage guests

Workspace owners and admins can manage guest permissions and the availability of certain features from the People settings page.

  1. Click your Workspace avatar in the lower-left corner

  2. Select People

  3. Click Guests

  4. Review and update guest settings, including:

  • Role: Change the guest's permission to convert them to a member, admin, or apply a Custom Role

  • Access: See the number of items that have been shared with the guest

  • Permissions: Set an individual guest's optional permissions

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