Workrise makes it easy for you and your colleagues to collaborate, regardless of whether you’re in the office or out in the field.
Read on to learn how to add users to your Workrise account and set their permission levels.
About User Roles
Workrise offers 4 different user permission levels, also known as roles.
| Admin | Editor | Contributor | Viewer | |
|
Manage Users Add, edit, and remove users on your company account. |
✓ | |||
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View All Dashboards View all dashboard reports (spend and vendor summary). |
✓ | ✓ | ✓ | ✓ |
|
View Your Vendor List View your vendor list, vendor profiles and the real-time onboarding status for your recently added vendors. |
✓ | ✓ | ✓ | ✓ |
|
Submit a Request to Add Vendors Request permission to add vendors to your vendor list. The request gets routed to an Admin or Editor on your team for approval before Workrise initiates onboarding. |
✓ | |||
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Manage Your Vendor List Add or remove vendors from the vendor list. Respond to vendor addition requests initiated by Contributors on your team. |
✓ | ✓ | ||
|
Update Contract Type Change your vendors’ contract type from Direct to Subcontracting and vice versa. |
✓ | ✓ | ||
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Set Vendor Work Status Mark your Direct vendors as approved or not approved to perform work. |
✓ | ✓ | ||
|
Discover New Vendors Search for vendors on the Workrise network. |
✓ | ✓ | ✓ | ✓ |
|
Review Invoices View all vendor invoices, including PDFs of the original document. |
✓ | ✓ | ✓ | ✓ |
How to Add a User
If you’re an Admin and would like to add users to your company’s account, navigate to ‘Account Settings’, located in the bottom left of your Workrise account.
Click into User Management, then click ‘Invite User.’ Enter the user’s first name, last name, email, job title at your organization, and select their user role. The user will receive an email inviting them to create an account.
How to Edit or Remove a User
If you’re an Admin and would like to edit or remove a user from your company’s account, navigate to the User Management page. Find the user you’d like to edit or remove, and click the three dots to the right side of the row they appear on.
If you have any questions or need assistance with updating user roles, please contact vmsupport@workrise.com.