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Inviting People and Setting Roles in ClickUp

This is a step-by-step guide for Users Settings | Aaron

By RV Dimaguila

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 right side of your screen, click on your profile.
Step #1: On the upper right side of your screen, click on your profile.
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Click on Settings
Step #2: Click on Settings

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

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Click here
Step #3: Click here
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Click here
Step #4: Click here

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

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Click here
Step #5: Click here
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Click here
Step #6: Click here

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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Click here
Step #7: Click here

You can add those people to your team.

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Click on "Security & Permissions"
Step #8: Click on "Security & Permissions"

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

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Click here
Step #9: Click here
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Click on "View -"
Step #10: Click on "View -"

Okay. Alternatively, you can create a billing team.

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Type "Backspace"
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Type "Backspace"

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

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Type "Backspace"
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Type "Backspace"
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Type "Backspace"

Inviting People and Setting Roles in ClickUp