How To Add Assignees In Clickup

If y'all're the admin of a ClickUp workspace, you'll need to populate information technology before whatever piece of work can exist done. This means that you must add other users. To add users, you demand their e-mail addresses.

How to Add a User in ClickUp

If you're not sure how to do this, yous'll find all the relevant information here, beyond various platforms. We'll also respond some frequently asked questions about ClickUp in general.

User Roles on ClickUp

At that place are a few types of users on ClickUp, but three of which can be invited: Guests, Members, and Admins. Owners are already part of the workspace fifty-fifty if buying can be transferred.

Guests are users without full access to ClickUp workspaces. They don't take a lot of permissions and are directly invited to Folders, Lists, and Tasks only. They're commonly view-simply, also.

Guests only piece of work on where they're assigned unless you grant them more permissions. They become to edit simply normally can't create.

Members are the ones who get full access to your workspace. They're more than oftentimes members of your squad in real life and tin access all public Spaces. They're not able to add new members, however.

Members have more rights compared to Guests and can brand their creations private. They tin also see everyone in the workspace. Not being confined to certain Folders rocks.

Admins tin do everything Members tin do, and much more. They tin add together and remove members, import and consign, and handle the user roles.

Admins are besides in accuse of managing ClickApps and other duties around the workspace. They're the ones who ensure anybody uses ClickUp properly.

Owners created the workspace, and they have the near power. They have all the admin powers and are often admins already.

Owners go along the workspace live, and they can delete it too. Usually, that doesn't happen, since they transfer buying to others when they leave to keep the workflow going. The Owner can also manage spaces they don't have access to.

How to Invite a New Fellow member to Your Workspace?

As an Admin or Owner, you want to fill your workspace up with members so they can work while enjoying ClickUp's benefits. Calculation members can be done on PC and mobile.

Adding Members to Your Workspace on Windows

Here's how y'all would add members to your workspace on Windows:

Launch ClickUp.
Select your avatar at the lower-left corner.
Select "People" from the drop-downwardly menu that appears.
Select "Member."
In the space on the right-hand side, type in the member's email address.
Click the "Invite" button to the correct of the space.
Wait for the new member to join.

Y'all can likewise make new members into admins by giving them the role beforehand. They'll come in with full admin powers.

Instead of repeating the process for multiple members, yous tin simply copy and paste multiple email addresses into the infinite. Make certain they're separated by commas starting time. Y'all can fifty-fifty copy and paste them from a CSV if y'all take i.

Even before the person enters the server, you lot can start assigning them tasks. No need to expect for them to arrive. They tin can starting time working right away.

Adding Members to Your Workspace on Mac

On Mac, the steps are exactly the same. ClickUp developers have made using the app across all devices feel familiar.

Launch ClickUp.
Select your avatar at the lower-left corner.
Select "People" from the drop-downward bill of fare that appears.
Select "Member."
At the infinite on the right-hand side, type in the member's email address.
Click the "Invite" button to the right of the space.
Wait for the new member to join.

Can I Add Members on Mobile?

Unfortunately, at that place'southward no style to add together members to your workspace on both Android and iOS. This ways that you'll need to accept ClickUp on your computer to add members. However, one time the members are integrated on computers, they can sync their mobile app.

The app doesn't have all the functions the Windows and Mac versions have. Despite this, it's still good to cheque for new tasks and communicate with team members.

How to Invite a Guest?

Guests are invited directly to Folders, Lists, and Tasks. Free Forever plan guests aren't going to accept permissions, nonetheless. But paid programme workspaces can requite guests permissions.

They're only hither to access certain items in your workspace. Having permissions for anything else isn't necessary.

For smaller teams using the costless programme, information technology's not going to exist an event. The guests are just hither for certain Folders or Lists.

Adding Guests on PC

These are the steps for calculation guests to a job, List, or Folder on Windows.

For any job, List, or Folder, click on the iii dots associated with it.
Select "Sharing & Permissions."
Type the guest'south electronic mail address into the box.
Give them their permissions.

Your guest won't be able to wander around in your workspace. However, if you want to make them a full member, it'southward possible to do so.

Adding Guests on Mac

Just like adding members, the steps for inviting guests on Mac are the same.

For any task, List, or Folder, click on the three dots associated with it.
Select "Sharing & Permissions."
Type the guest'southward email address into the box.
Give them their permissions.

Converting Guests to Members and Vice Versa

You can convert guests to members and even the other way around. All you have to practise is go to People.

Launch ClickUp.
Select your avatar.
Go to "People."
To make a invitee a fellow member, click on their Role menu and open the drib-downwards menu.
Select "Member."
This also works for making members into guests.
After this, the roles changes should have effect.

Sometimes, guests can exist upgraded into members if they become a role of the squad. Likewise, members can exist downgraded to guests if they don't need that many permissions. It'due south up to yous as admin to manage these roles.

Additional FAQs

What Is ClickUp in Microsoft Teams?

You lot can integrate ClickUp in Microsoft Teams if you wish. This will connect both apps and you tin can simplify your workflow. Hither's how you do it:

i. On Microsoft Teams, go to the Apps section.

2. Find ClickUp.

three. Open the app details and select "Install."

4. Connect your ClickUp workspace.

5. Now ClickUp is integrated with Microsoft Teams.

You lot can utilise this integration to achieve lots of things. ClickUp has a tutorial page here so you can take a look.

How Do You Use ClickUp equally a Guest?

As a guest, you're confined to wherever the admin invited you to. You can't run across anyone else nor admission other locations unless given some permissions. All you tin can do is admission your invited location and do whatever tasks are given.

Guests are ofttimes view-just, which means they're just in that location to look at certain documents, lists, and more. This is washed because they might not be an official part of a company or for other reasons.

Can Your Integrate ClickUp With Other Apps?

Yes, you can. Some of the apps you can integrate with are Google Drive, Slack, Discord, and more. You tin find a complete list hither.

With many integrations possible, you tin can make working much more user-friendly and non even have to get out ClickUp unless it's for other purposes.

Welcome to Our Humble Workspace!

Now that you know how to make your workspace a merry identify to handle tasks, y'all can add as many members and guests as y'all wish. You lot can even change their roles if it's convenient. The integrations you can perform with ClickUp can as well make your workflow smoother.

Do you have a favorite ClickUp integration? How many members does your workspace have? Let us know in the comments section below.