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Settings

Manage your team

Add teammates, adjust roles and keep access tidy from the Team tab in Settings. See who is on your team, change roles, remove people, resend or cancel invitations and set default letterheads. Admins only.

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Add teammates, adjust roles and keep access tidy from one place: the Team tab in Settings. Changes take effect right away.

To get there, open the account menu, choose Settings, then select Team. On a phone, pick Team from the dropdown at the top of Settings. The Team tab is available to Admins.

See members and pending invitations

The tab has three parts:

  • The invite form at the top: an email field, a role picker and a send button. See Invite a teammate.
  • Members: everyone on the team, with their name, email and role. Your own row is marked You.
  • Invitations: people you invited who haven't joined. Each row shows the email, the role they were invited as, and either Sent with the date or Expired with the date it lapsed. This section appears when there is at least one open invitation.

Change someone's role

  1. Find the person under Members.
  2. Use the role dropdown in their row to pick Admin or Member.

The change saves right away and the row shows the new role. For help choosing, see User roles.

Your own row shows your role as a label. To change your own role, ask another Admin.

Remove someone from the team

  1. Find the person under Members.
  2. Open the three-dot menu at the end of their row and choose Remove from team.
  3. Confirm with Remove.

They lose access to your company right away. Their work stays with your company: the jobs, estimates, notes and visits they touched remain part of your company's history. If they belong to other companies in Wave, they keep access to those.

If they come back, invite them again. They rejoin with the role you pick on the new invitation.

Resend or cancel an invitation

Invitation links last 7 days. Expired invitations stay in the list so you can act on them.

  • Resend: sends a fresh email with a new link that is good for another 7 days. The link in any earlier email stops working.
  • Cancel: withdraws the invitation. It leaves the list, and anyone who opens the link is told it was cancelled.

To change the role on an invitation that hasn't been accepted, cancel it and send a new one with the right role.

Set a teammate's default letterhead

When your company has two or more letterheads, each member row gets a letterhead picker. Pick one from the list to set the letterhead that person starts with when they export. It saves right away. See Letterheads for multiple locations for how letterheads work.

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