Adding New Users
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
Admins and owners can add new users to a Wrike account. Regular users can also add new users to the account, however this right can be removed from them in Enterprise accounts.
Admins on Professional and higher accounts can restrict invitations to users with a certain domain. Learn more on the page Restrict User Invites by Domain.
Adding a new user will give that person the potential to access your Wrike account. You can still choose which user license type to give them, which will restrict their rights in the account, and which things to share with them.
There are several ways to invite a new user to your Wrike account.
With the Invite button, which can be found in 2 places:
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Open your Wrike workspace.
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Click:
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+ Invite button (located in the bottom of the sidebar) 1.
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Invite in the menu which appears when you click the + button in the upper right corner of the workspace 2.
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In the dialogue box that appears, enter:
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The email address of the person or people you want to invite 3.
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Select the type of user role they should have 4.
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Share a project, folder or space to a new user as a welcome item when they log in 5.
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Click the default access role 6 and select the access role type 7 you want to assign to the welcome item.
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(Optional) Click on the check box 8 to assign a user to the selected welcome item.
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(Optional) Click on the check box to Add a message that you want to convey to your invitees 9.
Tip
When a new member joins using their credentials, they will be directed to the specific project, folder, or space that was shared with them in the invitation. Additionally, the shared item will be pinned to their sidebar for easy access.
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Click Send invite 10.
Via Sharing:
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Open a task in the item view, click the three-dot menu button in the upper right corner and click on the Share 1 from the menu list that appears or right-click a folder or project from the workspace's left-hand navigation panel, and click Share 2 .
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Enter the full email address of the person or people you want to invite to Wrike 3.
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Click Invite by email 4.
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In the dialogue box that appears:
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Select if you'd like them to be an admin, regular user, external user, contributor or viewer 5.
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Add a project, folder or space to a new member as a welcome item 6.
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Click the default access role 7 and select the access role type 8 you want to assign to the welcome item.
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(Optional) Click on the check box 9 to assign a user to the selected welcome item.
Tip
When a new member joins using their credentials, they will be directed to the specific project, folder, or space that was shared with them in the invitation. Additionally, the shared item will be pinned to their sidebar for easy access.
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Click Send Invite 10.
The task, folder, or project is automatically shared with the invitee when they accept the invite.
From the User Management page (possible for admins only):
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Click on your profile image in the workspace's sidebar.
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Click Settings 1.
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Under Account Management select Users 2 in the left-hand menu.
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Click Invite new users 3.
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In the dialogue box that appears, enter:
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The email address of the person or people you want to invite 4.
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Select the type of user role they should have 5.
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Share a project, folder or space to a new user as a welcome item when they log in 6.
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Click the default access role 7 and select the access role type 8 you want to assign to the welcome item.
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(Optional) Click on the check box 9 to assign a user to the selected welcome item.
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(Optional) Click on the check box to Add a message that you want to convey to your invitees 10.
Tip
When a new member joins using their credentials, they will be directed to the specific project, folder, or space that was shared with them in the invitation. Additionally, the shared item will be pinned to their sidebar for easy access.
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Click Send Invite 11.