How to invite people to a ClickUp workspace

Invite people to your ClickUp Workspace from the sidebar: enter an email address, pick a role such as Member or Guest, and send a free invite.

Quick answer

To invite people to a ClickUp workspace, click Invite in the left sidebar. In the Invite people for free dialog, type the email address, choose a role such as Member, Limited Member, Guest or Admin, then click Send free invite. Each role sets how much of the Workspace the person can access.

Steps at a glance

  1. Click Invite in the left sidebar.
  2. Type the email address in the Email box.
  3. Open the role menu under Invite as.
  4. Choose a role such as Member.
  5. Click Send free invite.

Interactive demo

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Summary

Inviting people to a ClickUp Workspace gives teammates access to your Spaces, Lists and Docs. You can do it from the sidebar in a few clicks, and you choose how much access each person gets.

Step-by-step guide

  1. Step 1

    Open the invite dialog

    Click **Invite** in the left sidebar. The **Invite people for free** dialog opens with an email box, a role selector and two buttons at the bottom.

  2. Step 2

    Enter the email address

    Click the **Email** box and type the address of the person you want to add. You can enter more than one address, separated by commas or spaces.

  3. Step 3

    Choose a role

    Under **Invite as**, the role defaults to **Member**, who can access all public items in your Workspace. Click it to open the list of roles.

  4. Step 4

    Keep Member as the role

    The menu lists **Member**, **Limited Member**, **Guest** and **Admin**, plus an option to add a custom role. **Guest** and **Limited Member** can only access items shared with them, while **Admin** can manage Spaces, People, Billing and other Workspace settings. Pick the one that fits, here **Member**.

  5. Step 5

    Send the invite

    When the email and role are right, click **Send free invite** to send the invitation. Use **Cancel** instead if you want to close the dialog without inviting anyone.

Why this matters

You have set up your Workspace and now a teammate needs to see the work and pick up tasks. Inviting them with the right role means they get exactly the access they need, without you sharing every item one by one.

Frequently asked questions

  • Which roles can I invite someone as?

    The role menu offers Member, Limited Member, Guest and Admin, plus an Add custom role option.

  • What can an Admin do that a Member cannot?

    An Admin can manage Spaces, People, Billing and other Workspace settings. A Member can access all public items in your Workspace.

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