How do I invite guests into ClickUp?

How do you invite someone to work with you in your ClickUp 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

[ Like the new ?? ] Custom composition created by www.RichardThomasLive.com. Thanks, Richard!

/ / / / / / STREAMLINE OPERATIONS / / / / / /

? Work with me and my team! To schedule a project, visit: https://bit.ly/PD-YT-PD

? Join our (free) Facebook Group by visiting at: https://bit.ly/PD-FY-Group

? Get software tips and mini blogs directly in your inbox: https://bit.ly/PD-YT-News

? Free Calculator for the value of your time at: https://bit.ly/PD-YT-Calc

/ / / / / / STAY CONNECTED / / / / / /

? Follow me on Facebook: https://bit.ly/PD-YT-FB

? Follow me on Instagram: https://bit.ly/PD-YT-IG

? Connect with me on LinkedIn: https://bit.ly/PD-YT-LI

Affiliate Disclaimer: Some links go to my website or are affiliate links where I’ll earn free stuff, a small commission, or good karma if you make a purchase. There is no additional cost to you for using these links, but it does help support me and this content…and (sometimes) gives you discounts, too!

Home | View More Posts

ProcessDriven helps small teams turn chaos into process. The ProcessDriven Approach™️ combines software expertise with practical process-first strategies that have helped 1,600+ teams build a scalable foundation of business systems.