Roles & permissions - Wave Connect

Available roles

Role	Scope	Description
Owner	Organization	Full access to the organization, billing, security, teams, and roles. An organization can have several owners.
Admin	Organization	Manage users, teams, templates, contacts, events, and organization settings. Cannot manage billing, security, or owners.
Manager	Selected teams	Manage the users, profiles, templates, and contacts of up to 25 assigned teams from the team dashboard. Enterprise only.
Viewer	Selected teams	View the users, contacts, and analytics of up to 25 assigned teams. Read-only. Enterprise only.
User	Own profile	Use their digital business card and manage their own contacts. No access to the admin dashboard.

Role permissions

Permission	Owner	Admin	Manager	Viewer	User
Use own card and manage own contacts	Yes	Yes	Yes	Yes	Yes
Open the team dashboard	All teams	All teams	Assigned teams	Assigned teams	-
Edit users and profiles	All	All	Assigned teams	-	-
Manage contacts and tags	All	All	Assigned teams	-	-
Manage templates and locked fields	All	All	Assigned teams	-	-
Create, import, and delete users	Yes	Yes	-	-	-
Create and delete teams, assign users to teams	Yes	Yes	-	-	-
Manage events	Yes	Yes	-	-	-
Add admins, managers, and viewers	Yes	Yes	-	-	-
Add or delete owners	Yes	-	-	-	-
Organization settings (fonts, attributes)	Yes	Yes	-	-	-
Edit organization details	Yes	-	-	-	-
Billing, plan, and credits	Yes	-	-	-	-
Security: SSO, SCIM, verified domains (Enterprise)	Yes	-	-	-	-
Migrate individual users (Enterprise)	Yes	-	-	-	-
Delete the organization	Yes	-	-	-	-

Only an owner can grant the Owner role or delete another owner. You cannot delete your own account while you are the only owner of the organization.

Assigning a role

Roles are set in Settings → Administrators or when you create or invite a user.

Open Administrators

In the organization dashboard, go to Settings → Administrators. The list shows everyone with a role above User.

Add a role

Click Add Admin, select the user, and pick a Role. For Manager and Viewer, also pick the Teams they can access (up to 25).

Save

Click Add. To change an existing role, open the user from the same list, pick the new role, and click Edit.

You can also set the role in the Team and User Access step of the Create User wizard, or in the Invite User dialog. See User Management.