3 Ways to Invite Guests to Your ClickUp Workspace

Inviting clients, contractors, or vendors into your ClickUp workspace shouldn’t feel risky or time-consuming. When permissions and roles are set up right, you can share just the pieces they need and keep everything else private.

Below you’ll find three quick ways to add guests, each suited to a different collaboration scenario. Pick the method that matches your workflow and follow the steps to grant access without opening the doors too wide.

Table of Contents

• Use ClickUp's UI
• Use Torii
• Use ClickUp's API

Use ClickUp’s UI

Here, you’ll use ClickUp’s UI to invite guests to your workspace.

Step 1: Open the People panel

• Open any ClickUp view and focus on the bottom-left corner.
• Select your workspace avatar or name, then click “People” to open the side panel.

Step 2: Start a new invite

• Tap the purple Invite button located in the top-right corner.
• In the pop-up window, switch to the Guest tab before adding details.

Step 3: Enter the guest’s email

• Enter one or several email addresses, each belonging to a person you’re inviting. Separate multiple addresses with commas.
• Decide if you want to flip on “Skip onboarding” to keep ClickUp’s intro email out of their inbox.

Step 4: Set the permission level

• View only: guest can read everything you share.
• Comment: guest can read and leave comments or add attachments.
• Edit: guest can change tasks. Pick the level that fits, then move on.

Step 5: Pick what they can see

• Click Add next to each Space, Folder, List, or Task you want them to access.
• Keep the list tight so they only see what’s relevant.

Step 6: Send the invite

• When everything looks correct, hit the Send Invite button to dispatch the email.
• The guest shows up as “Pending” until they click the email link and log in.

Step 7: Tweak or remove access later

• Back in the People panel, click the three dots next to a guest’s name.
• Change permissions, share new items, or deactivate them if the project wraps up.

Use Torii

Instead of clicking around in ClickUp, let Torii, a SaaS management platform, handle guest invites for you. Torii gathers all your SaaS tools in one dashboard so you can add or remove users, review subscription data, and more.

Once Torii takes over, the process runs itself: every time a trigger fires, the system sends the invite. Typical triggers cover new-hire onboarding, employee departures, or a coming contract renewal. The setup suits recurring tasks perfectly.

To invite a guest to a ClickUp workspace directly from Torii, follow these steps in sequence.

1. Sign up for Torii

Contact Torii and request a free two-week proof of concept.

2. Connect your ClickUp account to Torii

When your Torii environment is live, link your existing ClickUp workspace to it. Follow these ClickUp integration instructions.

3. Create a Torii workflow for ClickUp

In Torii’s Workflows section, set up a trigger and add an action that invites the guest to the ClickUp workspace. From then on, every time the trigger fires, the invitation goes out automatically.

Use ClickUp’s API

You’ll send a simple POST request that tells ClickUp to email an invite and add the person as a guest in your workspace.

1. Collect the Workspace (Team) ID

• Send GET https</b>://api.clickup.com/api/v2/team with your personal API token in the Authorization header.
• Copy the id value for the workspace you want. You’ll need it in every call below.

2. Decide the guest’s permissions

ClickUp’s API lets you fine-tune what a guest can do. In the body of the invite you can include a permissions object such as:

"permissions": {
    "can_edit_tasks": false,
    "can_create_views": false,
    "can_see_time_spent": true
}

Skip the field if you’re happy with ClickUp’s default read-only access.

3. Invite the guest

Now send the POST request that creates the invite and sets permissions:

POST https://api.clickup.com/api/v2/team/{team_id}/guest
Headers:
Authorization: YOUR_CLICKUP_TOKEN
Content-Type: application/json
Body:
{
    "email": "[email protected]",
    "permissions": {
        "can_edit_tasks": false,
        "can_create_views": false,
        "can_see_time_spent": true
    }
}

ClickUp emails the invite right away and responds with the guest’s id, current status (usually pending), and the permissions you set.

4. Check the invite status

Guests sometimes overlook the email invite, so you can verify whether they’ve accepted:

GET https://api.clickup.com/api/v2/team/{team_id}/guest/{guest_id}
Headers:
Authorization: YOUR_CLICKUP_TOKEN

If the status field returns active, they’re in. Anything else means the invite is still waiting.

5. Resend or remove as needed

• Resend:

POST https://api.clickup.com/api/v2/team/{team_id}/guest/{guest_id}/resend
Headers:
Authorization: YOUR_CLICKUP_TOKEN

• Remove:

DELETE https://api.clickup.com/api/v2/team/{team_id}/guest/{guest_id}
Headers:
Authorization: YOUR_CLICKUP_TOKEN

These steps let you bring guests into your workspace with nothing but API calls.

Torii for SaaS Management

Managing a growing stack of SaaS tools can drain time and budget?

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