In TeamWave, managing user access and roles is a fundamental aspect of maintaining your organizational workflow. This guide provides detailed instructions on how to add users to your TeamWave account.
You can add a user through user management gives you an extra advantage by enabling you to set admin privileges and giving him access to all sections right when adding a user.
Steps for Adding Users:
Access User Management:
- Go to the 'Users' section in Your TeamWave dashboard.
Add a New User:
- Click 'Add user' and enter the user's name, email, job title, time-off policy, and reporting manager.
- Assign specific access rights and admin privileges as needed.
- Click 'Send invite'. The user will receive an email to complete their signup.
- The user finalizes the process by setting their password and logging in with their email.
Note: CRM access can be restricted, but Projects and HRMS access are mandatory for all users.