Creating a Team
Click "+Add Team" under the Teams section in your navigation. Set a team name and you will be taken to the team settings page.
You can also create a team directly from a ClickUp workspace -- connect your ClickUp account and import your workspace as a Rize team.
Inviting Members
- Go to Teams > [Your Team] > Settings > Team Members
- Click "+ Add Member"
- Enter their email and set their role
- Rize automatically adjusts your subscription for the new member (prorated)
Invited members receive a notification email and can accept from the Teams section of their dashboard.
Roles
- Admin -- manages workspace settings, member roles, integrations, billing model, rates, and the shared structure of clients, projects, and tasks
- Member -- tracks time, reviews entries, corrects suggestions, and helps the system learn from real work
Recommended Rollout Order
- Frame the privacy story first -- explain that Rize captures metadata only (app name, window title, URL, timestamps), never screenshots or keystrokes. This is critical for adoption.
- Create the workspace and invite admins -- bring in the people who own integrations, billing, and reporting before the full team
- Connect task trackers and build shared structure -- set up ClickUp, Linear, or Asana, then create the clients, projects, and tasks your team should tag against
- Launch daily review habits -- encourage members to review entries daily so the system learns and data stays clean
- Turn on reporting and profitability -- once tagging is consistent, use dashboards, budgets, and profitability views for workload and client health
Adoption Tip
Frame Rize as automated timesheet cleanup and operational visibility, not productivity scoring or surveillance. Teams that understand the privacy model adopt faster and review more consistently.
Managing Members
From the team settings page, you can:
- Edit a member's name, email, role, or hourly rate
- Remove a member from the team
- View each member's tracking status