WaveBL User Roles and Permissions Guide

The WaveBL platform manages users under two primary role categories:

Account Level:

• • Account Admin - Has full control over the account, including access to Reports and subscription management under Plans & Pricing.
  • Account User - Has access to assigned Business Units (BUs) and can perform actions based on their role within the BU.

Business Unit Level:

• • User
  • Business Unit Administrator
  • Address Book Manager
  • Export User / Import User (available only for Enterprise accounts)
  • Maker / Checker (available only for Banking accounts)

Every user should be assigned to a business unit and get a role. This guide explains the specific actions and permissions associated with each role.

Note: By default, new users can receive email notifications and have "Edit Address Book" permission to manage Address Book actions, such as importing external Business Unit Cards and sending/accepting invitations. These can be adjusted later. 

Important: All users, except the Address Book Manager, can take actions on eBLs, House eBLs, and other documents based on their assigned roles and permissions.

User Roles and Permissions

    Business Unit Administrator Permissions:

• • Manage the assigned Business Unit (branch).
  • Manage Users: Add new users, assign roles, set permissions, configure email notifications, and remove users from the Business Unit.
  • On a Network level, the "Edit Address Book" permission is part of the user role.
  • On Enterprise accounts, access to Sent eBL and Possession reports.

User Permissions:

• • By default, new users have "Edit Address Book" permissions and receive email notifications. These can be adjusted later.
  • If assigned as an existing user, "Edit Address Book" permission and email notifications should be set as needed.
  • A user without the "Edit Address Book" permission cannot send or accept invitations and cannot import external Business Unit Cards.

Address Book Manager Permissions:

• • Can send and accept invitations.
  • Can import external Business Unit Cards.
  • Note: This role does not have permission to send unique documents (eBL or House eBL).

Enterprise-Specific Roles

    Export User / Import User

• • Provides customized views and features to manage export and import operations effectively.
  • Export User can see only eBLs where the assigned business unit is the Shipper or On behalf of the Shipper.
  • Import User can see only eBLs where the assigned business unit is the Consignee.

Role for Carrier and NVOCC

    Issuer

• • Authorized to issue unique documents (eBL or House eBL).
  • By default, new issuers have "Edit Address Book" permissions enabled.
  • Note: Without "Edit Address Book" permission, an Issuer cannot send/accept invitations or import external Business Unit Cards.

Roles for Banks
The following roles are available:

    Maker - Initiates transactions or actions that require approval.

    Checker - Reviews and approves transactions initiated by the Maker.

 Platform General Actions

Actions \ Role	Account Admin	BU Admin	*User	Address book Manager
	Envelopes
Send eBL & other Unique Docs
	Network
Send Invitation (to invite a Business Partner)
Accept Invitation (to receive Business Partner card)
Send a Connect request to an Issuer
Download My BU card
Import and verify an external BU card
Archive (and unarchive) a BU card
Cancel verification of a BU card

*By default, new users have "Edit Address Book" permissions and receive email notifications. These can be adjusted later.

Platform Admin Actions 

Actions \ Role	Account Admin	BU Admin
Settings
Access Settings on the Account level
Access Settings on the BU level
Create a new Company
Create a new BU (Branch)
Create a new User
Reset Password
Remove User from Organization
Remove User from BU
Change the Role of a User
Assign existing User to a BU
Enable Email notification
Enable Edit address book
Access Plans & Pricing

Platform Admin - Reports

Actions \ Role	Account Admin	BU Admin
Reports
Paid eBL report
Sent eBL report
Possession report
User system activity report