The owner of a Wave account is the person whose email was used to sign up or the current primary email address associated with the account. As an account owner, you can invite trusted individuals to collaborate on your account with varying levels of access.
Learn how to invite a user in Invite or remove trusted individuals as users on your account. To update or change an account owner, see How to add and delete additional owner email addresses.
Only Pro Plan subscribers can invite Admins, Editors, and Viewers.
Permissions for user roles cannot be customized. Certain pages with sensitive data in Wave are not accessible to invited users for security reasons.
| 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:
|
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 |
Tax pro (Block Advisors) allows access to tax filing integration features in Wave and is accessible to US business owners on all plans.