Adding a new customer in Wrike is an uncomplicated and direct process that can enhance your project management efficiency. As a regular user of Wrike, I have personally experienced the convenience of this feature in organizing and collaborating with clients. This article will walk you through the necessary steps of adding a new customer in Wrike, offering my own insights and commentary along the way.
Introduction to Adding a New Client in Wrike
As a project manager or team member, it is essential to have a centralized system where you can manage your clients and keep all the relevant information in one place. Wrike is a powerful project management tool that offers various features to help you stay organized and efficient. Adding a new client in Wrike allows you to create a dedicated workspace for them, where you can collaborate, share files, and track progress seamlessly.
Before diving into the details, it’s important to note that adding a new client in Wrike requires administrative access or permission from your organization’s account manager. If you have the necessary access, follow the steps below to add a new client.
Step 1: Accessing the Wrike Dashboard
To begin, log in to your Wrike account using your username and password. Once logged in, you will be directed to the Wrike dashboard, which serves as the central hub for all your project management activities.
Step 2: Navigating to the Clients Section
From the Wrike dashboard, locate the navigation menu on the left-hand side of the screen. Scroll down until you find the “Clients” section, and click on it to expand the dropdown menu.
Step 3: Adding a New Client
Within the “Clients” section, you will see an option to “Add New Client.” Click on this option to begin the process of adding a new client.
Step 4: Providing Client Details
A new window will appear, prompting you to enter the client’s details. Fill in the necessary information, such as the client’s name, email address, and any additional contact information that is relevant to your project.
Additionally, you may have the option to add a profile picture for the client, which can help personalize the workspace and add a personal touch. Uploading a professional headshot or the client’s company logo can create a more engaging and visually appealing environment.
Step 5: Customizing Access Permissions
After entering the client’s details, you will have the option to customize their access permissions within the workspace. This step allows you to define what the client can see and do within the project, ensuring that sensitive information remains confidential.
Wrike offers various access levels, such as “Read-Only,” “Editor,” or “Full Access.” Choose the appropriate level based on the client’s role and involvement in the project. You can always modify these permissions later if needed.
Step 6: Inviting the Client to the Workspace
Once you have filled in the client’s details and customized their access permissions, it’s time to invite them to the workspace. Wrike provides an option to send an invitation email directly from the platform.
Click on the “Send Invitation” button, and Wrike will generate an email template with the necessary instructions for the client to access the workspace. Feel free to personalize the invitation email by adding a friendly and welcoming message that sets the tone for collaboration.
Step 7: Managing the Client’s Workspace
Once the client accepts the invitation and accesses the workspace, they can start collaborating with you and your team. As the project manager or team member, you have full control over the client’s workspace, allowing you to share files, assign tasks, and track progress.
Remember to regularly communicate with the client to ensure they are comfortable using the workspace and address any questions or concerns they may have. Providing ongoing support and guidance will foster a positive and productive working relationship.
Conclusion
Adding a new client in Wrike is a valuable feature that can enhance your project management experience. By following the steps outlined above, you can create a dedicated workspace for your clients, ensuring seamless collaboration, effective communication, and streamlined project workflows. Embrace the power of Wrike and unlock its potential to elevate your client management capabilities.