ClickUp views for guests
T
Tim Wolfgang
When we send our customers an invite so they can comment on a document with their guest user, they must download ClickUp and create an account.
The problem? For customers who have never used ClickUp before, there are various functions (chat, white papers, forms, etc.) that they do not need at all.
Can a view be created for a customer by showing only the areas that are relevant to him?
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Armine Seropyan
When you invite customers as guest users to comment on a ClickUp document, they do need to create a ClickUp account. However, you have some control over what they can see and do:
- Guests can be given very limited permissions (view only, comment, or edit) on specific Docs, Lists, Folders, or tasks. They cannot be invited to an entire Space.
- You can choose to share only the specific document or item with them, so they will not see unrelated areas of your workspace.
- By default, guests will see the ClickUp interface, which includes features like chat, tasks, and other tools, but their access is restricted to only what you have shared with them.
However, ClickUp does not currently allow you to create a fully custom interface that hides all other ClickUp features (like chat, forms, whiteboards, etc.) for a guest user. Guests will still see the main ClickUp navigation, but will only be able to interact with the items you have shared.