How do you invite someone to work with you in your Use our ClickUp affiliate link! space without making them a full (paid) Member? Use Guests!
Guest access can be the perfect level for Clients, Virtual Assistants, or Subcontractors that shouldn’t (or don’t need to) see all the nuances of your full ClickUp workspace.
Pro Tip: If you’re new to inviting guests, definitely start out by inviting YOURSELF (at a secondary email address) to your Workspace, first. This way, you know exactly what your guest experience will be like. It’s a little different than what a Member would see.
Skip right to what matters to you:
0:30 Invite Guests
2:24 Common Mistakes
3:32 Guests can’t be added at the space level
You can also learn more straight from the source in ClickUp’s help docs:
Roles Explanation: https://docs.clickup.com/en/articles/966936-user-roles Advanced Questions: https://docs.clickup.com/en/articles/2484817-privacy-and-sharing-faq
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Layla is a Vetted ClickUp Consultant who helps growing teams define their business workflows and translate them into a business instruction manual inside ClickUp. She spends most of her days teaching ClickUp, creating content, and providing unlimited feedback within the ProcessDriven Membership. The rest of the time? She's focused on creating value over on her YouTube Channel and free Facebook Group.