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Account & Team

User roles

Wave has two roles: Admin and Member. Admins can do everything; Members do not see the Pricing, Team, and Billing tabs in Settings.

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Wave keeps roles simple. There are two: Admin and Member. The difference comes down to three tabs in Settings.

Admin

Admins can do everything, including the three Settings tabs Members do not see:

  • Pricing: set price overrides and manage Your Items
  • Team: see the members list, invite teammates by email, resend invitations
  • Billing: view the plan, renewal date, and invoices, and manage the plan

Plus everything a Member can do.

Member

Members do the day-to-day estimating work:

  • Build and edit estimates in chat and on the estimate canvas
  • Manage their own Preferences and Account settings
  • See the Company tab

Members do not see the Pricing, Team, or Billing tabs in Settings.

How roles show up

The Team tab lists everyone on your team with their role next to their name. Roles are managed by Admins; you cannot change your own.

Which role to give someone

  • Give Admin to people who set prices, manage the team, or handle the subscription.
  • Give Member to everyone who just needs to scope jobs and build estimates. That is most of the team.

If a Member needs a price override, an invite sent, or a plan change, any Admin can handle it in a minute.

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