Inviting People and Setting Roles in ClickUp

In this guide, we'll learn how to add members or teammates in ClickUp. This process involves navigating to your profile settings and choosing the appropriate role for each invitee, such as member, limited member, guest, or admin. Additionally, we'll explore how to create and manage teams within ClickUp to organize your workspace effectively.

Let's get started

Hello. Today, we will show you how to add members or teammates in ClickUp. First, go to your profile and click on Settings.

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On the upper left side of the Nav Menu, click on people.

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You can add them by email. It's up to you to decide what kind of invitation it will be.

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Is it going to be a member who can access everything, a limited member who can access only shared items, a guest specific to tasks, or an admin who can manage all settings, billing, and workspace settings. Then, click on "Send Invite."

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You can add those people to your team.

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You can start by creating a team, for example, a management team.

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Okay. Alternatively, you can create a billing team.

It's up to you. Then, you can add those people to your teams.