This article walks you through adding a new user to wxrks, and who's allowed to do it.
💡 Who is this for? This guide is for Account_Admin and Project_Manager who need to add a new user account within the wxrks platform.
Steps to add a user
1. In the left sidebar, click People, then click Add User.
2. Fill in the form. Name, Email, and Organization are required. If you set User Role to Account_Admin, you'll also need to choose an Account — see Who can assign which role below. Everything else (country, state, city, postal code, Slack handle, default entry point) is optional.
Notify User ("Send password creation link") is checked by default — it emails the new user a link to set their own password. Uncheck it if you're not ready for them to get that email yet, for example when setting up several accounts ahead of a planned onboarding date; you can still send the reset link later from their profile.
3. Click Save.
Depending on your account's settings, you may see a warning that adding a user here can affect the Account — this is expected, continue if that's what you intend.
Who can assign which role
Account_Admin can assign any role to the new user. Project_Manager can only assign the Project_Manager or Vendor role.
For a full breakdown of what each role can do, see All about wxrks roles.
Troubleshooting
If the form shows Email already in use, that email is already registered in wxrks. Check your user list for it, ask the existing user to reset their password, or use a different email address.
Still stuck? Search the wxrks Community or contact [email protected].
Related: How to manage user information.