Settings
User roles
Wave has two roles, Admin and Member. Everyone on your team can run jobs, build estimates and chat with Wave. Admins also manage company settings, the team and billing.
Wave has two roles, Admin and Member. Everyone on your team can run jobs, build estimates and chat with Wave. Admins also look after the company's settings, the team and the subscription.
What everyone can do
Members and Admins work the same way on jobs. Either role can:
- Create jobs from Home, fill in job details and contacts, and move jobs on the board
- Start estimates by asking Wave, edit them in chat or by hand, and lock or (on a paid plan) duplicate them from Job actions (⋮)
- Post job notes, upload and sort files, and record drying readings on plans that include drying logs
- Book visits on Timeline and chat with Wave on any job
- Export PDFs, create share links and send draft invoices to QuickBooks, when your plan includes them and (for QuickBooks) an Admin has connected it
- Add company items under Your Items on the Pricing tab
- Upload, review and remove carrier guideline programs on the Guidelines tab, when your plan includes carrier guidelines (Pro, Enterprise, high-volume Custom plans and the free trial)
- Manage their own Preferences and Account settings, including their own default letterhead
- Create API keys on the Developer tab to connect an AI assistant to Wave, on paid plans
What Admins can also do
- Archive: archive a job, its estimates or its drying log from Job actions (⋮) > Archive…. Wave support can restore anything archived.
- Team: invite people and choose Admin or Member when inviting, change other people's roles, remove people, and resend or cancel invitations
- Letterheads: add and edit letterheads for other locations or brands (a Pro feature), and set each teammate's default letterhead when there are two or more
- Company: save changes to the company details, logo, customer policies and schedule time zone (Members can open the Company tab)
- Company Pricing: set company prices that replace the regional default, inside the Pricing tab
- Exports: turn on the styled look, and pick a brand accent and cover style for exported PDFs
- Integrations: connect QuickBooks (Basic and above, or the free trial) and Slack notifications (any paid plan). Connecting more than one QuickBooks company is a Pro feature.
- Billing: see the plan and invoices, and change or cancel the plan
Settings tabs by role
| Tab | Member | Admin |
|---|---|---|
| Preferences | Yes | Yes |
| Account | Yes | Yes |
| Company | View | Yes |
| Letterheads | No | Yes |
| Exports | No | Yes |
| Guidelines | When the plan includes it | When the plan includes it |
| Integrations | No | When the plan includes it |
| Pricing | Your Items | Your Items and Company Pricing |
| Team | No | Yes |
| Billing | No | Yes |
| Developer | Yes | Yes |
Where to see and change roles
The Team tab lists everyone with their role, and Admins change roles there. To change your own role, ask another Admin. See Manage your team.
Your role belongs to one company. If you work for more than one company in Wave, you can be an Admin in one and a Member in another. See Work across multiple companies.
Which role to give someone
- Give Admin to people who set prices, manage the team, connect integrations or handle the subscription.
- Give Member to the people who work jobs, on site or in the office. That is most of the team.
If a Member needs a company price set, an invite sent or a plan change, any Admin can take care of it.
Related
- Manage your team: change roles and remove people
- Invite a teammate: choose a role when you invite
- Settings overview: what each Settings tab does
- Work across multiple companies: roles are per company