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Setting up custom access roles

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hi Meghan, thanks a lot for bringing up this topic! We'll definitely consider creating a best practice guide on this topic ๐Ÿ™‚

    You must have already seen this Help Center article here. I'd also recommend checking out this video:

     

    Access Roles

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Meghan

    Hi Lisa, I have read the article but I'll be sure to check out the video. My questions was less about how to set them up technically and more about what users have seen work well as they've put access roles into place. Let me know if you do create a best practices guide.

    Thanks!

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Thanks for getting back to me, Meghan! Hopefully, others who have experience with setting up Access Roles will also reach out here. And I'll make sure to let you know when we've created a guide for this! ๐Ÿ™‚

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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