If you’re the admin of a ClickUp workspace, you’ll need to populate it before any work can be done. This means that you must add other users. To add users, you need their email addresses.
If you’re not sure how to do this, you’ll find all the relevant information here, across various platforms. We’ll also answer some frequently asked questions about ClickUp in general.
User Roles on ClickUp
There are a few types of users on ClickUp, only three of which can be invited: Guests, Members, and Admins. Owners are already part of the workspace even if ownership can be transferred.
Guests are users without full access to ClickUp workspaces. They don’t have a lot of permissions and are directly invited to Folders, Lists, and Tasks only. They’re usually view-only, also.
Guests only work on where they’re assigned unless you grant them more permissions. They get to edit but usually can’t create.
Members are the ones who get full access to your workspace. They’re more often members of your team in real life and can access all public Spaces. They’re not able to add new members, however.
Members have more rights compared to Guests and can make their creations private. They can also see everyone in the workspace. Not being confined to certain Folders rocks.
Admins can do everything Members can do, and much more. They can add and remove members, import and export, and handle the user roles.
Admins are also in charge of managing ClickApps and other duties around the workspace. They’re the ones who ensure everyone uses ClickUp properly.
Owners created the workspace, and they have the most power. They have all the admin powers and are often admins already.
Owners keep the workspace alive, and they can delete it too. Usually, that doesn’t happen, since they transfer ownership to others when they leave to keep the workflow going. The Owner can also manage spaces they don’t have access to.
How to Invite a New Member to Your Workspace?
As an Admin or Owner, you want to fill your workspace up with members so they can work while enjoying ClickUp’s benefits. Adding members can be done on PC and mobile.
Adding Members to Your Workspace on Windows
Here’s how you would add members to your workspace on Windows:
- Launch ClickUp.
- Select your avatar at the lower-left corner.
- Select “People” from the drop-down menu that appears.
- Select “Member.”
- In the space on the right-hand side, type in the member’s email address.
- Click the “Invite” button to the right of the space.
- Wait for the new member to join.
You can also make new members into admins by giving them the role beforehand. They’ll come in with full admin powers.
Instead of repeating the process for multiple members, you can just copy and paste multiple email addresses into the space. Make sure they’re separated by commas first. You can even copy and paste them from a CSV if you have one.
Even before the person enters the server, you can start assigning them tasks. No need to wait for them to arrive. They can start working right away.
Adding Members to Your Workspace on Mac
On Mac, the steps are exactly the same. ClickUp developers have made using the app across all devices feel familiar.
- Launch ClickUp.
- Select your avatar at the lower-left corner.
- Select “People” from the drop-down menu that appears.
- Select “Member.”
- At the space on the right-hand side, type in the member’s email address.
- Click the “Invite” button to the right of the space.
- Wait for the new member to join.
Can I Add Members on Mobile?
Unfortunately, there’s no way to add members to your workspace on both Android and iOS. This means that you’ll need to have ClickUp on your computer to add members. However, once the members are integrated on computers, they can sync their mobile app.
The app doesn’t have all the functions the Windows and Mac versions have. Despite this, it’s still good to check for new tasks and communicate with team members.
How to Invite a Guest?
Guests are invited directly to Folders, Lists, and Tasks. Free Forever plan guests aren’t going to have permissions, however. Only paid plan workspaces can give guests permissions.
They’re only here to access certain items in your workspace. Having permissions for anything else isn’t necessary.
For smaller teams using the free plan, it’s not going to be an issue. The guests are only here for certain Folders or Lists.
Adding Guests on PC
These are the steps for adding guests to a task, List, or Folder on Windows.
- For any task, List, or Folder, click on the three dots associated with it.
- Select “Sharing & Permissions.”
- Type the guest’s email address into the box.
- Give them their permissions.
Your guest won’t be able to wander around in your workspace. However, if you want to make them a full member, it’s possible to do so.
Adding Guests on Mac
Just like adding members, the steps for inviting guests on Mac are the same.
- For any task, List, or Folder, click on the three dots associated with it.
- Select “Sharing & Permissions.”
- Type the guest’s email address into the box.
- Give them their permissions.
Converting Guests to Members and Vice Versa
You can convert guests to members and even the other way around. All you have to do is go to People.
- Launch ClickUp.
- Select your avatar.
- Go to “People.”
- To make a guest a member, click on their Role menu and open the drop-down menu.
- Select “Member.”
- This also works for making members into guests.
- After this, the roles changes should take effect.
Sometimes, guests can be upgraded into members if they become a part of the team. Likewise, members can be downgraded to guests if they don’t need that many permissions. It’s up to you as admin to manage these roles.
Additional FAQs
What Is ClickUp in Microsoft Teams?
You can integrate ClickUp in Microsoft Teams if you wish. This will connect both apps and you can simplify your workflow. Here’s how you do it:
1. On Microsoft Teams, go to the Apps section.
2. Find ClickUp.
3. Open the app details and select “Install.”
4. Connect your ClickUp workspace.
5. Now ClickUp is integrated with Microsoft Teams.
You can use this integration to achieve lots of things. ClickUp has a tutorial page here so you can take a look.
How Do You Use ClickUp as a Guest?
As a guest, you’re confined to wherever the admin invited you to. You can’t see anyone else nor access other locations unless given some permissions. All you can do is access your invited location and do whatever tasks are given.
Guests are often view-only, which means they’re only there to look at certain documents, lists, and more. This is done because they might not be an official part of a company or for other reasons.
Can Your Integrate ClickUp With Other Apps?
Yes, you can. Some of the apps you can integrate with are Google Drive, Slack, Discord, and more. You can find a complete list here.
With many integrations possible, you can make working much more convenient and not even have to leave ClickUp unless it’s for other purposes.
Welcome to Our Humble Workspace!
Now that you know how to make your workspace a merry place to handle tasks, you can add as many members and guests as you wish. You can even change their roles if it’s convenient. The integrations you can perform with ClickUp can also make your workflow smoother.
Do you have a favorite ClickUp integration? How many members does your workspace have? Let us know in the comments section below.
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