Setting Up a Team in Rize

Workspace setup

Set up the workspace before you ask the team to trust the automation

A strong rollout starts with the admin workflow, not with asking everyone to track better. Create the workspace, define shared structure, connect the right tools, and explain the privacy model first. Then the day-to-day review habit becomes much easier.

Invite the right members and assign clear roles

Set the shared clients, projects, tasks, and billing model

Connect ClickUp, Linear, or Asana before broad rollout

Use daily review and reporting to improve accuracy and adoption

The newer members and admin views are designed to make workspace management, review, and reporting much easier for team admins.

Video: Setting Up Rize Workspaces

Creating a Team

To create a team, simply click "+Add Team" under the Teams navigation item. Once you set a team name, a new section will be added under the Teams navigation item with your team name, and you will be taken to Teams > [Team Name] > Settings where you can add or manage team members.

Create the workspace first, then fill in members, integrations, and shared entities.

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You can also create a team through our ClickUp integration. Learn more at Creating a Team from ClickUp.

Adding New Team Members

You can add new members to your team by clicking the "+ Add Member" button in Teams > [Team Name] > Settings > Team Members. You can also set the user's role as you invite them to your team.

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Rize will automatically update your subscription for new team members. Any team members that were not a part of your organization will added to your org and will be charged based on a prorated rate.

Invite members once the workspace settings are ready so their first experience is clean and intentional.

Accepting a Team Invitation

Invited team members will receive a notification email that they have been invited to a team. Invitations can be accepted from the Teams section of the Rize dashboard.

Members accept the invite and then work inside the shared workspace structure you have already configured.

Managing Team Members

You can manage your team members from the Team Members section in Teams > [Team Name] > Settings. You can take the following actions from the row menu:

• Edit a team member's name, email, role, or hourly rate.
• Delete a team member.

Admins can update member details, role, and rates directly from the member management flow.

Recommended rollout order

1

Set the privacy framing first

Before rollout, explain that Rize captures metadata and not screenshots or keystrokes. This matters for team adoption more than almost anything else.

2

Create the workspace and invite admins

Bring in the people who will own integrations, billing, and reporting before inviting the full team.

3

Connect task trackers and create shared structure

Set up ClickUp, Linear, or Asana, then create the clients, projects, and tasks the team should tag against.

4

Launch daily review habits

Encourage team members to review their entries daily so the system learns and the data stays clean.

5

Turn on admin reporting and profitability

Once the team is tagging consistently, use dashboards, budgets, and profitability to manage workload and client health.

What team admins should own

Workspace settings, member roles, integrations, billing model, rates, and the first pass of clients, projects, and tasks.

What team members should do daily

Let Rize track automatically, review what needs attention, correct mistakes quickly, and help the system learn from real work.

Adoption tip

Rize is easiest to roll out when you frame it as automated timesheet cleanup and operational visibility, not as a productivity scoring or surveillance tool.