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Adding New Users

Table 1. Availability - Legacy plans


Overview

New users can be added to a Wrike account by admins and owners. 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.

Invite a user

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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  1. Open your Wrike workspace.

  2. Click:

    • + Invite button (located in the bottom of the sidebar) 1

    • Invite in the menu which appears when you click the + button in the upper right corner of the workspace 2

  3. In the dialogue box that appears, enter:

    • The email address of the person or people you want to invite 3.

    • (Optional) Click Add a message that you want to convey to your invitees 4.

    • The type of license they should have 5.

  4. Click Send invite 6.

Via Sharing:

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  1. Open a task in 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 .

  2. Enter the full email address of the person or people you want to invite to Wrike 3.

  3. Click Invite by email 4.

  4. In the dialogue box that appears, select if you'd like them to be a regular user, external user, or collaborator 5.

  5. Click Send Invite 6.

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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  1. Click your profile image in the workspace's sidebar.

  2. Click Settings 1.

  3. Under Account Management select Users 2 in the left-hand menu.

  4. Click Invite new users 3.

  5. In the dialogue box that appears, enter:

    • The email address of the person or people you want to invite 4.

    • The type of license they should have 5.

    • (Optional) Click Add a message to add a message (for paid accounts only) that you want to convey to your invitees 6.

    • Customize the invitation email (for paid accounts only) : click Include personal message, edit the text, and click Done.

  6. Click Send Invite 7.

FAQ

What can a newly added user see?

When you invite someone to join Wrike, they don't automatically see everything in your account. You must share tasks, folders, or projects with them in order for them to see specific items.

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