Start by deciding who should join Wrike. You want to include people who you
- Assign work to or receive work from
- Meet with often
- Exchange email with
- Report status to
If you run out of seats, you can take advantage of the Collaborator license type (Collaborators don’t take up a user seat, but they have limited rights in the Workspace) or reach out to your account manager to add more seats.
Choose a select few users to be champions. You’re looking for people who can quickly learn how the tool works and help others later. Champions don’t necessarily need to be in leadership positions. A great champion is an
- Early adopter
- Process owner
- Team lead
Once you know who's joining Wrike, you can decide which license type each user should have. There are four types of licenses in Wrike, choose the best fit for each user.
- Regular Users - have full access to create, share, and collaborate. Example: Designers and Project Managers.
- Admins - have Regular User rights plus the ability to add/remove users and change account settings. Example: Managers and Project Owners.
- External Users - similar to Regular Users but without the ability to edit share settings. They can only collaborate with users who are shared on the Tasks, Folders, and Projects which they have access to. Example: Vendors and Agencies.
- Collaborators - can review and contribute to work but are unable to create or share. Example: Reviewers and Executives.
Once you know who will be using Wrike, you can work on creating your Folder structure.