Subaccounts & Users

Learn how to manage subaccounts and users within the platform.

What is a Subaccount?

Within Wavy, we have an architecture where our customer can use the same number to serve multiple purposes.

Within an Account, you can have multiple Subaccounts with customized “departments” and settings, where you can trigger multiple different things, such as service, CRM, Request status, among others

Each subaccount can have its own users and webhook; this enables the optimization of a customer number.

Only users with an Administrator profile can create subaccounts

Subaccounts Menu

Within our platform, access the “Subaccounts & Users” menu. In this session you can:

See all existing subaccounts in your main account
See users belonging to subaccounts
Create a new subaccount or user: Creating Subaccounts and Users depends on your user profile. Only the Administrator profile can create and manage subaccounts and users

See user profiles to understand the permissions of this and other sessions

Subaccount Settings

Within a Subaccount

When you select a subaccount, having an Administrator profile, you can:

Edit the Subaccount’s name and reference;
See the list of users linked to this subaccount;
Edit users of the subaccount;
Set LAs;

Creating a Subaccount

Creating a new subaccount for your users is simple: after accessing the settings menu > Subaccounts & users, just click on Create Subaccount:

The platform requests that you add some information:

Name;
Reference name (It is the name used in our databank)

Adding Users

Only users with an Administrator profile can create new users

Access the settings menu > Subaccounts & users:

Switch the subaccounts menu to Users:

On this screen, you can see all users already registered on the platform. If you need to make any changes, such as email address, subaccount to which a user reports, name, or surname, just click the pencil that is under the actions tab:

To create new users on the platform, use the button: Create user.

Adding a User

By clicking on add user, you will enter the registration screen for your new user; fill it out with:

Name (required);
Surname (required);
Username
Email (Must be a valid email, and you can only use corporate email addresses, you cannot use @gmail.com, for instance);
Country code;
Phone number;
Set the subaccount to which it belongs (required);
User profile: IMPORTANT – each profile grants different permissions

User Profiles

Resale Administrator

Resale administrator: Has access to all resale customer features (reports, deliveries, and visibility of subaccount and user settings)

Data Analyst

Data analyst: Can extract reports from the entire account, but cannot have access to any other features or trigger any messages.

Manager

Manager: This profile has access to all data that is in the subaccounts of its account, i.e., it is a more macro profile that has information on everything, but does not yet have permission to edit and create new subaccounts and users.

Administrator

Administrator: The administrator profile, in addition to having all data available on everything within its account, such as reports, templates, groups, and contacts, among others, it can also create and edit new subaccounts and users.

User

User: Can send messages and access the report of messages it has sent. Can view some other information that is shared within the subaccount to which it belongs, such as templates, groups, and contacts.