You can add a new user to the WaveBL platform in one of two ways: create a new user and assign it to the relevant business unit, or select the business unit and assign it from there.
Option 1 - Create a new user via Users
- Select the Users menu option under Settings on the left sidebar, then click ‘Add User’ button on the top right. The ‘Add a new user’ window will be open on the right.
- Type the new user’s details in the window:
Add the new user's details:
- First name
- Last name
- Email address
- Assign to business unit - select a business unit from the dropdown list
- Role - select the user role from the dropdown list
Optionally, check the ‘Account admin’ checkbox if this user is selected as the account admin. After filling in all details, click the ‘Add User’ button on the bottom right of the window.
Option 2 - Create a new user via Business Units
1. Select the ‘Business Units’ menu option under Settings on the left sidebar. The business units’ details and the number of currently assigned users will be displayed in a table.
Note: You can assign an existing user to the business unit or add a new user.
2. To add a user, click on the number of users of the selected business unit in the Users column, then click the ‘Assign user’ button on the top right and select ‘New user’, or select an existing user from the pulldown menu.
For a new user, follow the steps detailed in the above option.
3. Another option to assign an existing user to this business unit, or add a new user, click the three dots on the right and select ‘Edit users’ from the dropdown action list. A list of existing users will be displayed in a table.
4. For an existing user, select the username and its role.
Complete adding the new user:
- Select "Log Out" and then "Log In" again to refresh your session and apply the new settings.