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User Management Chart (Free and Professional)

The User Management Chart can be accessed by account admins. This page is about the User Management Chart available on Free and Professional accounts. For Business and Enterprise accounts see our User Management Chart (Business and Enterprise) page

⏱ 2 min read

Overview

The User Management Chart shows all users associated with the account, including users with pending invitations to join the account. From the chart, admins can also invite new users and change a current user’s license type.

Access the User Management Chart

  1. Click your profile image in the workspace's upper right-hand corner.
  2. Select “Settings” from the dropdown.
  3. Click "Users" in the left panel to see a list of all users in the account.

Navigate the User Management Chart 

By default the User Management Chart shows all users (including collaborators) on the account, regardless of their license type or role.

You can filter the user list to see only users with a certain license type and/or a status.

There are two types of filters: by License Type/Role 1 and by Status 2. You can apply each of them separately or combine the two. To clear the filters, click on the “Clear filters” button or uncheck the applied filters by clicking on each of them.

User_Management_-_Filters_Free_and_Pro.png

User List

The user list shows the following information for each user:

  • Profile picture and full name.
  • Primary email address.
  • Role (regular user, external user, etc).
  • Status (active, invited, or invitation declined).

You can drag and drop columns to change their order. Additionally, you can click on the gear icon in the upper left-hand corner of the table to remove/add columns.

Change a User's License Type

Account admins can change a user's license type.

  1. Click your profile image in the workspace’s upper right-hand corner.
  2. Select “Settings” from the dropdown.
  3. Click "Users" in the left panel to see a list of all users in the account.
  4. Click the name of the person whose license type you want to change.
  5. Click “Edit settings” on the right-hand panel.
  6. Click the dropdown under "Role" and select the appropriate option.
  7. Click “Save changes”. If you're switching someone's license type to or from "admin" then you'll be asked to enter your Wrike password.

Your changes go into effect immediately.

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