How do you invite someone to work with you in your ClickUpUse 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
Have an idea for a video or topic you’d like me to cover? Send me your ideas! ProcessDriven.co/content-idea
Want to try ClickUp? Check out my affiliate link at: processdriven.co/clickup
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Layla is the Creator and CEO at ProcessDriven, where she helps small teams turn chaos into process inside our signature training programs. Since 2018, Layla has been combining software, operations, and storytelling to guide 1,200+ teams to “Enjoy the Process!” while building a scalable foundation of business systems. The rest of the time? She's focused on creating value over on our YouTube Channel and free Facebook Group.