Changing or Assigning Roles & Permissions:
1. Navigate to https://app.wavecnct.com/ and log in to your admin dashboard using your account email or phone.
2. Click "Settings"
3. Click "Administrators"
4. Click "Add Admin"
5. Select the "Role"
6. Click the "User" field.
7. Select the "User"
8. Click "Add"
9. You're all set! Your team member will receive an email notifying them of this update! 🎉
Types of Roles and Permissions:
The Wave for Teams admin dashboard provides several roles with distinct permissions to manage your team effectively:
Owner:
Permissions: Has access to edit the organization, teams, and roles.
Responsibilities: Owners can change the overall organization structure, modify team compositions, and assign or change team members' roles.
Admin:
Permissions: Has access to view and edit all teams.
Responsibilities: Admins can manage all teams within the organization, including creating new teams, editing existing team details, and overseeing team operations. Unlike owners, they do not have access to the organization's settings.
Manager:
Permissions: Has access to manage selected teams.
Responsibilities: Managers can oversee and manage the teams they are assigned to. They can add or remove team members, assign tags, and edit team-specific information. However, they do not have access to any organization pages.
Viewer:
Permissions: Has access to view selected teams.
Responsibilities: Viewers can see the details of the teams they are assigned to such as users, contacts, analytics, and templates but do not have editing capabilities.
User:
Permissions: No access to the admin dashboard.
Responsibilities: Users can access their own digital business card profile but cannot make administrative changes or view the admin dashboard.
These roles and permissions ensure that your team members have the appropriate level of access to perform their duties effectively while maintaining the security and integrity of your organizational data.