Understanding user types and permission levels for collaborators

Account owners can invite trusted individuals to collaborate on their account as a Viewer, Editor, Payroll Manager, or Admin. Learn how to invite a user in Invite or remove trusted individuals as users on your account.

For the security and protection of business owners' sensitive data, there are a few pages in Wave that cannot be viewed by guest users.

To understand the level of access for each user type, and any exceptions that apply, see the table below.

It’s not possible to customize permissions for a user type.

 

User types vs. Permissions Admin Editor Payroll Manager Viewer
Sales Full access Optional access to send invoices from the business owner’s connected email addresses

No access to payment refunds or Checkouts
No access View only

No access to Customer statements or Wave’s online payments feature
Purchases Full access Full access No access View only
Accounting Full access Full access No access View only
Bank connections Can update bank accounts for Wave’s online payments and payroll features

Cannot connect new banks to import transactions
No access No access No access
Payroll Full access Optional full access to run and manage payroll Full access Optional full access to run and manage payroll
Reports Full access Full access No access View only
Integrations Full access No access No access No access
Add collaborators and manage users Full access View only No access View only
Data export Full access No access No access No access
Account Settings

Can take all account settings actions except:

  • Deleting the Wave account
  • Archiving businesses
  • Editing the business owner’s user profile
No access No access No access
Form 1099-K View and download No access No access No access
Plan availability Pro Plan Pro Plan All plans Pro Plan

An additional user role, Block Advisors Tax Pro, is visible only to US businesses, since the tax filing integration feature in Wave is currently only available for US businesses. This is available to business owners on all plans.