Inviting your team

Two separate things are easy to mix up:

1. People whose time appears in reports — everyone in your ClickUp workspace, automatically, via sync. They don’t need an account.
2. People who can sign in to ZenPilot Reports — only those you invite. Since dashboards contain financial data, most agencies invite leadership first and expand later.

Sending an invite

Go to People, click Invite, enter their email and pick a role (see Roles & what they can see). They receive an email with an invite link.

Invite people at the email address they use for ClickUp. That’s how the app automatically links their login to their ClickUp time — so “their” numbers follow them around the app.

What the invitee experiences

They click the link, sign in with Google or an email sign-in link (no password to create), and land in your workspace with the role you chose.

If something goes wrong

• Invite expired or already used — send a fresh one from the People page.
• “This invite was sent to a different email” — they’re signed in with the wrong account; the invite page offers a sign-out-and-switch button.
• They signed in but see “their” time missing — their app email probably doesn’t match their ClickUp email. Run a sync; if it still doesn’t link, use Report Issue.

Who can invite?

By default, admins can invite anyone, and managers can invite members. Owners can adjust exactly who’s allowed to invite (and remove) which roles in Security & Permissions.