How to add a new user into Waive & user roles

How to add a new user into Waive & user roles

If you want to add in a new user into Waive, an administrator or the account owner can do this by going to > Settings > Team > Add Member, as shown below:




There are only 3 user roles in Waive:

1. View Only - this role limits the user to viewing information only.
2. Administrator - this role allows the user to use Waive in its entirety (except access to Xero settings)
3. Account Owner - this role allows the user to use Waive in its entirety + access to Xero settings.

A pop up will appear as below for you to enter the new user's first name, last name, email address and to select their role in Waive, then press save when completed:



Please note when entering the new user's email address that this email address field is case sensitive.

Then the new user will receive an email invitation to join Waive, where they simply need to click on the link in the email, choose a password, and then they will have access to Waive.

If the new user did not receive the Waive email invitation, please ensure that:

1 - You have entered their email address in correctly (noting that this field is case sensitive)
2 - The new user has checked their spam/junk folder.

If you have incorrectly entered the new user's email address, then you will need to delete the user from the list of members, and re-create them again with the correct credentials.