Workrise makes it easy for you and your colleagues to collaborate. There’s no limit to how many users you can add to your Workrise account, so everyone on your team can get set up with the access they need to do their jobs more efficiently.
For security purposes, we recommend setting up each individual with an account instead of using one shared email for multiple users (e.g. AP@companyname.com, sales@companyname.com).
About User Roles
There are two types of roles with different permission levels: Admins and Editors.
Admins
Admins can add, edit, and remove users from their company account. They can take all actions currently available through the Workrise platform (e.g. update the Company Profile, update Work Requirements, and submit invoices).
Editors
Editors have the same level of access as Admins except they cannot manage users on the company account.
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, and select their user role. The user will receive an email inviting them to create an account.
How to Remove a User
If you’re an Admin and would like to remove a user from your company’s account, navigate to the User Management page. Find the user you’d like to remove, and click the three dots to the right side of the row they appear on.
Then, select ‘Remove User’.
To edit a user, please reach out to your Workrise representative or contact vmsupport@workrise.com.
How to Update Your Company Contact List
Adding, editing, and removing users from your account will not impact your company contact list.
Update your primary, sales, and safety contacts at any time through your account. These contacts will receive important updates from Workrise and serve as the main points of contact for your clients.
Keeping your primary contact up-to-date is especially important as they will receive notifications regarding new clients that are interested in working with them, their onboarding progress with new clients, and renewal / expiration reminders for EMR, COI, and OSHA.
Admins and Editors can update company contacts by navigating to User Management and clicking “Manage Company Contacts”.
You can also update your company contacts by navigating to your Company Profile, then clicking “Edit” next to the Contacts section.
If you have any questions or need assistance with updating user roles, please contact vmsupport@workrise.com.