Adding or Deleting a Weave User

If you have been assigned the role of ‘Admin’ you can Add, Delete, or Edit other users.


HOW TO ADD A NEW USER TO WEAVE

To add a new team member to Weave an Admin will need to:

  1. Login to the Weave app or go directly to your Admin Portal by clicking on this link to log in.

    • To get to your Admin Portal from your Weave App select the dropdown arrow to the right of your name.

    • Click Settings

    • Then click User Management - This will open your Admin Portal in a new tab in your web browser. *For best results use Google Chrome. Windows Explorer is not supported by this application.

  2. On the left side click Users. You will then see a screen with all of the users associated with your account and their role.

  3. In the upper right corner, please click on the blue + silhouette icon.

  4. Enter the new user email. Each user must have their own email address. This will be their log in/user name.

  5. Add the ‘First Name’, ‘Last Name’, ‘Job Title’ and ‘User Permission’ and then click Submit.

That’s it! The new team member will receive an email asking them to create a Weave account. Once that is completed they will be able to be trained on Weave.


Watch this short video to see you how to add, delete, and reset a user's password: 

 

A user can be assigned the role of Admin, Advanced Team Member or Team Member. Refer to the chart below for a breakdown of permissions granted to each role:

Screen Shot 2018-11-06 at 8.22.51 AM.png

HOW TO DELETE OR REMOVE A USER FROM WEAVE

We understand, despite best efforts, employees leave your practice. Weave has made it easy to remove these employees after their last day to protect your office’s data. To do this a Weave Admin:

  1. Login to the Weave app or go directly to your Admin Portal by clicking on this link to log in.

    • To get to your Admin Portal from your Weave App select the dropdown arrow to the right of your name.

    • Click Settings

    • Then click User Management - This will open your Admin Portal in a new tab in your web browser. *For best results use Google Chrome. Windows Explorer is not supported by this application.

  2. From the menu on the left side select Users. You will then see a screen with all of the users associated with your account and their role.

  3. To delete/remove user click on the red garbage icon next to the user’s name which will give a pop up asking if you want to remove this user. To delete, click on the red delete button.

  4. Please note that even though the user has been removed from being able to login to Weave, you will still be able see the user’s past interactions using Weave software.