How To Create Users on Wave for Teams

Here's how to create users on Wave for Teams:

1. Manual Creation:

   • Log in via Desktop: Start by logging into your Wave account on your desktop.
   • Create User: Click on the "Create User" button located at the top right corner of the dashboard to manually create a new user.

2. Bulk Upload:

   • Download CSV Template: Click the "..." near the "Create User" button and select the bulk upload option. Download the CSV template provided.
   • Fill Out Information: Complete the necessary information in the CSV file. Ensure to fill out all required fields.
   • User Onboarding Email:
     • If the "User Onboarding" cell is empty, users will receive an onboarding email automatically.
     • If you place FALSE in the "User Onboarding" cell, users will not receive an onboarding email, and you will need to send an email internally.
   • Add Team ID: Don't forget to auto-assign users to a team by adding the Team ID to the Team ID column in the CSV. Team IDs can be found in the team settings page.
   • Upload CSV File: Reupload the completed CSV file into the dashboard. Once completed, your users will be created.

3. Auto Assignment via Active Directory:

   • Connect to Active Directory: You can create users in bulk by connecting to your organization's Active Directory (Microsoft Azure).

By using these methods, you can efficiently create and manage users within your organization, ensuring smooth onboarding and proper team assignments.