CLICKUP

When a User is requested to be added to ClickUp, follow the steps below to add a Member.

VERIFY LICENSE REQUIREMENT

  1. Verify with the Manager of the requesting department that the request is approved. Ask if the User should have access to be a space admin. 

NOTE: Members consume a seat/license within ClickUp, and the department will incur a fee for adding members. Ensure this is clarified to the approving manager. (Skyline employees cannot be added as a Guest User due to SSO setup). 

 

Template response: 

“Can you please approve the addition of {USER NAME} to ClickUp? Please note that Members will incur a cost as they consume a seat/license within the workspace. The cost for a ClickUp license is $237 USD per year and is prorated for when the User joins. 

Should they need any admin privileges to the space?”

NOTIFY MANAGEMENT & SERVICE DESK

  1. Notify Brenda and Jenn via a note on the ticket when a member will be added for licensing tracking.
  2. Send a ticket to the Sys. Admin team to add the new Member as a User to the SSO Group

NOTE: The User must be added to the group for their SSO to work. They cannot login until it is confirmed they have been added. Wait until confirmation is received before inviting a new user. 

INVITE NEW USER

  1. Open the tab People in the workspace settings

 

  1. Invite User via their email as a member

 

 

  1. Add Member to Space needed

NOTE: If the space does not show up in the list above, the space is “Inaccessible”. Select ‘SKIP’ and follow steps below.

 

  1. Open Spaces & Inaccessible Spaces Tab.
  2. Add the User to the space requested

 

IT MEMBERS

If the new user is in the IT Department, they need to be added to the IT Department Team. Follow the steps below to add a member to IT Department Team.

  1. In the Skyline Workspace Settings, select Teams

 

2. In the IT Department Team, select Add Member



ADD TO CLICKUP MEMBERS LIST

The settings/functionality to manage ClickUp users is not easily reportable or detailed. To have a list of Users easily exported & categorized per department there is a list of Users kept in ClickUp to be managed at onboarding/offboarding.

  1. Open the Clickup Members List
  2. Find the Department that the User is apart of
  3. Create a new Task for the new member with Department & Added Date

NOTE: When the user is added, the status for the User will be set to Pending. Once the User logs in successfully, the status should be changed to active User.