Wave 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 How to 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:
|
No access | No access | No access |
| Form 1099-K | No access | No access | No access | No access |
An additional user role, Block Advisors Tax Pro will be visible, only to US businesses, since the tax filing integration feature in Wave is currently only available for US businesses.