Account Management

Charlotte Wicht

Hi everyone, hope you’re all doing well.

I’m currently managing a Wrike account with around 300 users, and I’d love to hear from other account owners/admins about your tips and best practices.

Over the past year, wrike did several admin-level improvements, especially around gaining a more global overview of spaces/Custom fields etc...
On my side i was having a tasks by space in order to keep space categories with implementation status and categorization (Team/Portfoliot space)…

We also work with multiple teams and several hierarchy levels. Over the last two years, I’ve made a few governance improvements like creating a dedicated Wrike Governance space, where all Wrike-related communications are centralized. This helps us keep Wrike information in one place and improves consistency. Block some features in order to keep global customization that not everyone was able to change.

I’d be really interested to hear from you:

• How do you manage your company community, from Admin users to viewers?
• How do you maintain account-level structure (settings, spaces, governance) while still giving teams enough freedom to adapt Wrike to their day-to-day work, without creating too many constraints?

Looking forward to your insights.
See you soon!

Sven Passinger

Hi Charlotte,

we have introduced one more role than Wrike standard, that is project manager. Some more rights in the project they own (they can change dates as they own the timeline), in other projects they are normal editors (which do not have the right to change dates). For everything else we use the standard roles by Wrike. Full access only for admins (admins are the only people having the right to delete a task).

From administration point of view we have several different company sides. Each side has their own way to work in Wrike. Sides can have up to 400 Wrike users. On this level we seperate by Spaces. Each side has a main responsible admin. These admins work together with the account owner. Each side admin can generate own spaces for the side and organize the workflow in it and is responsible for the working structure in these spaces. Nevertheless we have some admins able to see all spaces. They have a general overview if something goes really wrong. From this point of view we are very happy, that we have now spaces custom fields and workflows. Thats helps a lot.

At each side also the spaces can differ very much. In R&D project flow is very restricted and we are making real project management. We have other spaces where departments are only making a Kanban Board but not detailed future planning.

This is really the advanatage of Wrike we see, that you can adapt it very much. You have to think about what guidelines your processes realy need and which parts of your working community have the same rules.