Sharing between accounts
Howdy
I've read a few of the sharing articles but I couldn't find a clear answer to my specific question. I have colleagues in other countries that use Wrike and they each have their own accounts. It would be very useful for all of us to share Custom Workflows and Dashboards. Is this possible or do we have to re-create those things in order to work?
Also, is it possible for a Dashboard to look across multiple accounts? For example, if we have a "USA" account and a "Europe" account, is it possible to see all things assigned to me with an "In Progress" Workflow status?
Thanks!
Hi Nate! Separate accounts don't intersect in the Workspace, this helps keep security prioritized. However, if you created different accounts at different times, but going forward will all be working together, it's possible to merge all of your accounts into one. Let me know if you're interested in learning more, and I'll connect you with our Support and Billing Teams. :) As for Dashboards: a single widget can't include tasks from different accounts, but you can create widgets for each account and display them side by side in a single Dashboard. Would this help?
@Anastasia Z, Please share the steps to access multiple on a single dashboard.
@Virender, I've raised a ticket to our Support Team to help with this 👍
So is this confirmed that you can have a dashboard that includes 2 (or more) widgets from 2 (or more) accounts? I'm sure many people would like to know how to do this. Can you post a tutorial?
Hey @Brent, thanks for bumping this thread!
It is currently not possible to have tasks from different accounts to be visible in a single dashboard.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover