Updating User Contact Information:
Owners and Admins have the ability to update a user's contact information. Follow these steps to make the necessary changes:
-
Access User Management:
- Log in to your Wave account with Owner or Admin access.
-
Select the User:
- Find the user whose information you want to update.
- Click on the "..." near the user's name.
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Edit User Information:
- Click on "Edit User" to access the user's details.
- From there, you can edit the following information:
- First Name
- Last Name
- Account Email
- Account Phone
- Display Email
- Display Phone
- Location
- Job Title
- Company
-
Assign or Reassign Teams:
- You have the option to reassign or assign the user to a team.
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Update User Access:
- You can also update the user's access level as needed.
By following these steps, Owners and Admins can easily manage and update user information, ensuring that all contact details and team assignments are current and accurate.