When an Employee signs in to WAVE OnCloud they are presented with a screen depending on their role and the number of Customers they are assigned. There are two types of Employees : Partner Employees and Customer Employees. The sections below identify the differences.
Partner Employee Navigation
Partner Employees may be assigned to multiple Customers and have the ability to switch between any of the assigned Customer accounts to manage them. When a Partner Employees signs-in they are presented with the same page as a Partner. Partner Employees are created at the Partner level. For instructions on creating a Partner Employees see Creating a Partner Employee.
Partner Employees may navigate between the Customer accounts they are assigned to in order to manage individual Customers. Use the following procedure to switch between Customers to edit different Customers.
To navigate between Customers
- In the main menu, click Partner.
Note: Only Partners and Partner Employees have the Partner link.
- Click Customers.
- Click the Customer to manage.
The Home page for the selected Customer opens.
Customer Employees Navigation
Customer Employees are assigned to a specific Customer and only have access to settings for that Customer. They may not change Customer accounts. If you have been assigned a Customer Employee login and password, then you will sign into the WAVE OnCloud portal and you will be presented with the Home screen for your Customer. This is identical to the Partner Employee screen except that it will be missing the Customer button. For instructions on creating a Customer Employees see Creating and Assigning a Customer Employee.
Important: The name of the Customer you are currently signed-in to will appear on the top right corner of the page. If it is incorrect then contact the Partner or Partner Employee that assigned you the account. Do not make any changes to the Customer.
The following image shows a typical Employee home page.
The red square in the top right corner illustrates the name of the Customer.