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User Management Chart (Business and Enterprise)

The User Management Chart can be accessed by account admins. This page describes the Users tab on Business, Wrike for Marketers, and Enterprise accounts. There’s a separate page that describes User Management Chart for Free and Professional accounts.

⏱ 3 min read

Overview

The User Management Chart shows all users and user groups associated with the account, including users with pending and declined 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.

Click "Users" in the left panel and you'll see a list of all users in the account. 

Navigate the User Management Chart

The User Management Chart is divided into 2 main sections:

1 Groups (on the left-hand side) and 2 All Users (on the right-hand side).

User_Management_-_Full_window.png

Groups

The right-hand group panel shows

  • Default user segments
  • User groups created by account admins.

Default user segments include:

  • All users - all users (including collaborators) on the account, regardless of their license type or role.
  • Group admins - users who have the right to manage user groups (available on Enterprise accounts). 
  • Ungrouped - users which aren't included in any user group.
  • Users grouped by their types of licenses: administrators, regular users, external users, collaborators. Click any of these to see a specific segment of users.

User List

The user list shows the following information for each user:

    • Profile picture and full name. 1
    • Primary email address. 2
    • Role (regular user, external user, etc). 3
    • Status (active, deactivated, invited, or invitation declined). 4
    • Work Schedule. 5
    • Job role*

*This feature is only available in accounts with the Wrike for Professional Services package and Wrike Resource add-on enabled.

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.

User_Management_-_Users_table.png

Filter the User List

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” 3 button or uncheck the filters you applied by clicking on each of them.

User_Management_-_Clear_Filters.png

Edit Users' Names and Emails

Account admins can edit users' names and emails. Admins on Enterprise accounts may have this right disabled. 

  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. you'll see a list of all users in the account.
  4. Click the name or profile image of the user whose profile you want to edit.
  5. Click “Edit settings”.
  6. In the user’s panel:
    • Edit a name: click the user's first or last name and then enter the updated name.
    • Add an email address: click "Add email address" and enter the new email. Note, that after you add an email, the user whose profile you're editing receives an email with a confirmation link which they must click to confirm their email.
    • Remove an email address: hover over an email and click the "x" that appears to the right. You can't remove a verified email if a user doesn't have second verified email.
  7. Click “Save changes”.

Change a User's License Type

Account admins can change a user's license type. Admins on Enterprise accounts may have this right disabled. 

  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 and you'll 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.

Export a List of Users

Account admins can export a user list. Admins on Enterprise accounts may have this right disabled.

  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 and you'll see a list of all users in the account
  4. Click the three-dot menu button at the top of the tab .
  5. Select "Export to CSV/XLS" .
  6. Choose the format in which you want the user list exported: .csv or .xls.
  7. (Optional) Click "Advanced Settings" to specify what information should be included on the report .
  8. Click "Export" .

A report in the file format you specified is downloaded to your computer.

Mass Actions on a User Management Chart

Use mass actions on the User Management Chart to perform the same action for multiple users at once.

  1. Check the box to the left of users’ names.
  2. Click an action you want to perform on the panel on the right.

To select a range of users:

  1. Check the box next to the first user in a range.
  2. Hold “Shift” on your keyboard and check the box next to the last user in the range.

To select all users:

  1. Check the box in the upper left-hand corner of the user list.
Action What it does Not available
Add to a group Adds selected users to a user group of your choosing.
  • If you select a user who has declined an invitation
Create new group Creates a new user group and adds selected users to it.
  • If you select a user who has declined an invitation
  • If the account has reached a maximum number of user groups

Move to another group

 Removes selected users from a current user group and moves to another user group of your choosing.
  • If you select users from one of the automatically created default user segments: All users, Group admins, Ungrouped.
Remove from group Removes selected users from the current user group.
Update Work Schedule Lets you change a Work Schedule assigned to selected users.
  • If you select a user with a pending or declined invitation.
  • If you select a user who has higher (on Business accounts) or higher or the same rights (on Enterprise accounts)* as you.
Update license type Allows you to change user license types. Note that you can’t grant an admin role using mass actions.
  • If you select a user who has higher (on Business accounts) or higher or the same rights (on Enterprise accounts)* as you.
Deactivate/activate Deactivates or reactivates selected users.
  • If you select a user with a pending or declined invitation.
  • If you select a user who has higher (on Business accounts) or higher or the same rights (on Enterprise accounts)* as you.
  • If you select a user who is a member of multiple accounts.
Delete from account Deletes selected users from account.
  • If you select a user who has higher (on Business accounts) or higher or the same rights (on Enterprise accounts)* as you.
Resend invitations Resends invitation emails to selected invitees.
  • If you select a user who has already accepted the invitation.


*Account owners have the highest possible rights. On Enterprise accounts: admins with the right to grant/revoke admin rights have higher rights than regular admins without this permission.

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