Wave Connect Introductory Guides

How to Set Owner Status

1. Navigate to the 'Administrators' tab under your organization settings on Wave.
   
   

   
   Note: Only administators with'Owner' priviledges have access to organization settings.

   
   

2. Click on the 'Edit' icon next to the admin you wish to assign as Owner.
   
   

   
   

3. Set user's role to 'Owner' then press 'Save.'
   
   

   
   

4. New owner will receive a confirmation email in their mailbox.
   
   

   
   

How to Set Admin Status

1. Navigate to the 'Administrators' tab under your organization settings on Wave.
   
   

   
   Note: Only administrators with 'Owner' priviledges have access to organization settings.

   
   

2. Click on the 'Add Admin' button below your organization's list of admin team.
   
   

   
   

3. Select user you wish to provide admin rights to, set user's role to 'Admin' then press 'Add.'
   
   

   
   

4. New admin will receive a confirmation email in their mailbox.
   
   

   
   

How to Add a User to Your Organization

1. Navigate your organization's 'Users' tab on Wave.
   
   

   
   

2. Click on 'Create User.'
   
   

   
   

3. Enter user information per your organization's requirements.
   
   

   
   

4. Assign user to a team then press 'Create.'
   
   

   
   

5. New user will receive an invitation email in their mailbox.