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Customer Success

Notes from Giovanna Carla, our Head of Customer Success, on what changes in your wxrks workspace.

2 posts · Community

© 2026 wxrks · Marketplace · wxrks.com

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4 days ago

One login, every account

I hope you had a nice weekend. We’re changing how you add people to wxrks. Today, someone who works in more than one account needs a separate user in each one, often an email alias. With multi-account, each person keeps one login tied to their real email, and you add them to your account with an invite. It goes live in the next few days. Until then, here’s a ~2-minute preview. The screens use sample data. What changes Invites instead of new users. Invite User asks for the person’s email and sends them an invite. If they’re new to wxrks, accepting creates a free personal account for them. If they already have a login, they keep it. • A whole team at once. Bulk Invite takes a CSV with one row per person, checks every row before anything goes out, and sends the invites together. • Every invite in one place. User Invites shows who’s still pending, lets you resend or cancel an invite, and keeps a record of who invited whom, and when. For people already in your account They’ll get an invite from wxrks to move to their own login. Accepting gives them a free personal account, with access to yours. Anyone who works in more than one account switches between them with that same login. If you’d like to go through how this affects your account, book a time with me HERE . Best, Gi

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3 Nov

Your wxrks New Home

I hope your week is going well. We've redesigned the Home in wxrks, the first screen you see every time you log in. You told us in onboardings, trainings, and conversations that you log in and then go looking for what needs you. So the new Home starts with what needs you, and you decide what it shows. It goes live in the next 1–2 weeks. Until then, here's a 3-minute preview. The screens use sample data. What changes What needs you comes first. Right under your greeting: projects in progress, tasks running late, and quotes waiting for approval. Each one opens that exact list. Needs a decision. What's waiting on you, ranked by the money at stake: quotes pending for more than 48 hours, late tasks, and projects delivered but not invoiced. Your numbers. Pick the figures you watch from 14 metrics, such as revenue, margin, and on-time delivery, in the order you read them. Make it yours Open Customize to switch sections on or off, move them up or down, and place each one in the main column or on the side. Changed your mind? Reset to the default in one click. Each role starts from its own Home: admins, project managers, vendors, and clients. You can add a section from another role's Home, and it shows your own data, with your own permissions. If you'd like to review your Home together, book a time with me HERE . Best, Gi

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