Adding Employees

Partners may add Partner Employees at any time. Partner Employees may be assigned to any Customer by an Employee of that Customer with Admin rights.

Employees with Admin rights may also add (create) new Customer Employee accounts for any Customer they are assigned to. And they may assign any Partner Employees that the Partner has created to their account.

To add a Customer Employee

Customer Employees are created and added at the same time. Customer Employees are only assigned to one Customer. When you create a Customer Employee you are automatically assigning them to the Customer Account you are currently signed-in to.

  1. First ensure you are in a Customer page. If you are a Partner, click Customers and then click the name of a the Customer account to add the Employee to.
    Note: If you have signed-in to WAVE OnCloud as a Customer Employee, then you will already be in the Customer account and you can skip this step.
  2. Click Settings and then click Employees.
    Note: Your account appears as an Employee. This is normal. Do not delete your account unless you have added another valid Employee. You cannot edit Customers unless you are assigned to the Customer as an Employee with an Admin Role.
  3. Click Add Employee.
    The Add Employee fields appear.

    1. In FIRST NAME, enter the first name of the new Employee.
    2. In LAST NAME, enter the last name of the new Employee.
    3. In PHONE NUMBER, enter the best contact number for the new Employee.
    4. In EMAIL, enter the contact email address for the new Employee.
    5. In PASSWORD, enter an initial password for the new Employee.
    6. Click the green check button.
  4. The new Employee appears with an initial role of Admin.
  5. Click the Admin link if you want to set the Employee role to something other than Admin. Employees may have multiple roles. See Understanding the WAVE OnCloud Hierarchy for a definition of roles.
To add a Partner Employee

The interface terminology may be confusing. In this case ‘adding’ a Partner Employee is actually ‘assigning’ an Employee created by a Partner Account to a Customer. Employees can also create other Employees, but the Employee that an Employee creates is always assigned to one Customer only.

Partner Employees must be created by a Partner and may be selected and assigned to a Customer by a Partner.

  1. Sign in as a Partner.
  2. In any Customer account, click Employees.
  3. Click Add Partner Employee.
  4. From the popup selection of Partner Employees, select the Partner Employee to add and then click the Add button.
    The selected Partner Employee appears on the Employees page and may now sign in and edit the current Customer.
To create a Partner Employee

In this case you are actually creating a Partner Employee account. This action can only be performed by a Partner.

  1. In the Partner home screen, click Employees.
  2. Click Add Employee.
    The Add Employee fields appear.

    1. In FIRST NAME, enter the first name of the new Employee.
    2. In LAST NAME, enter the last name of the new Employee.
    3. In PHONE NUMBER, enter the best contact number for the new Employee.
    4. In EMAIL, enter the contact email address for the new Employee.
    5. In PASSWORD, enter an initial password for the new Employee.
    6. Click the green check button.
  3. Click the Admin link if you want to set the Employee role to something other than Admin. Employees may have multiple roles. See Understanding the WAVE OnCloud Hierarchy for a definition of roles.

The new Partner Employee is now ready for assignment to any Customer account associated with this Partner account. Any Employee with the Admin role may add (associate) this Partner Employee with their Customer by using the Add Partner Employee link in the Customer’s Employees page.

Updated on April 23, 2018

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