Adding Users to User Groups
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
User group admins can add users to user groups that they manage. Account admins can add users to any user groups in the account. On Enterprise accounts, account admins' right to add users to groups can be revoked.
If necessary, you can add new users to existing user groups in your account.
Note
By default, it is not possible to add or delete users from the My Team user group, all regular users are added there automatically. Account owners and admins on Enterprise and Pinnacle accounts can select which user types should be included in the My Team group in their accounts. Learn more about it here.
There are two ways of adding a user to a user group. Once you complete the steps, users are immediately added to the user group.
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Click on your profile image in the sidebar 1.
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Select Settings 2 from the dropdown menu.
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Click Users 3 in the left panel to open a list of all users and groups in the account.
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Check the boxes 4 to the left of the profile images of the users you want to add to the group (you can select multiple users at once) 2.
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Click Add to a group on the panel which appears on the right 5.
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Select a group from the list or start typing the group name and select it once it appears .
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Click on your profile image in the sidebar 1.
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Select Settings 2 from the dropdown menu.
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Click Users 3 in the left panel to open a list of all users and groups in the account.
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From the left-hand panel, select the group you want to add users to 4. If you don't see the group in the list: click next to the magnifying glass icon, start typing the group name, and select it once it appears.
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Click + Add users at the top of the view 5.
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You'll see two options 6:
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Add from account: Add someone who is already part of your account. Select some user(s) from the list or start typing their name or email and select them once they appear. Then click Add.
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Invite by email: Add someone who isn't part of your account.
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Enter their email address 7. You can add multiple emails separated by a space.
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Select the type of user role they should have. Also you can add them to the user group if you like to 8.
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Add a dashboard as a home page when the user logs in 9.
Note
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Only users with permission to view a dashboard can have it set as their home page. By default, they get viewer access, but you can update this as needed.
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If a home or welcome item isn’t set for a user, they’ll see the group’s home or welcome item instead. If the group doesn’t have one configured, they’ll see Wrike’s default dashboard and welcome item in their personal space.
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Share a project, folder, or space as a welcome item for the new user 10. They’ll see this when they log in.
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(Optional) Click on the check box to Add a message that you want to convey to your invitees 11.
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Click Send invite 12.
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