Roles & Permissions

Every employee has different roles in the office so Weave has its own roles and permissions so the right people have access to the right features.

Team Member Roles

Team member role allows the user basic viewing and access to weave. We generally recommend starting here and adding on additional roles for increased access control. It includes the following features:

Note: Team members can only access the forms dashboard by going to forms.getweave.com.

Quickfill
Team chat
Viewing call logs
Viewing reviews
Text and email blasts
Creating custom contacts
Sending and receiving faxes
Send review requests to customers
Sending and receiving text messages
Viewing patient lists and associated histories
Sending forms and accessing forms dashboard
Viewing the schedule and editing confirmation status
Receiving and sending phone calls via softphone or physical phone
Editing automated reminders, recalls, and other automated messages

Advanced team member includes all the functionality of a team member, with the addition of the following:

Change office hours
Manage WeaveForms
Update or change call groups
View and edit voicemail box PIN
View and change review settings
Enable or Disable Call Forward settings
Access to reply or delete a review response
The ability to create and reset sync app credentials.

Admin Roles

This role will grant access to every feature, setting, and customization available. We recommend this be whoever is in charge of managing your business and Weave. You must always have at least one Super Admin, but you may have more.

This role allows users to manage other members, including changing their roles, and deleting members.

Note: Anyone who has access to this role has the ability to change other members' permissions, including their own. This opens the door for them to potentially elevate their own or others' access to Super Admin. Use caution when assigning this role.

Allows the user to upload, delete or otherwise edit CSV files related to manual customer upload.

Payment Roles

Allows the management of stripe account setup, access to view invoices and billing info, refund payments, management of buy now pay later dashboard access, and data exporting for stripe.

Enables users to send and refund payments, use text to pay, and process terminal payments.

Phones Roles

Allows members to manage advanced call and phone system setup. This role encompasses phone user, plus the following:

Phone tree setup
Set up Departments
Create and edit call groups
Modification of Call Queues
Allows a member to listen to and manage call recordings

Can enable voicemail override, update office hours, and enable call forwarding.

Grants access to the Weave Mobile App. Just toggle on for access.

Digital Form Roles

Enables user access to manage the digital forms service, including editing, deleting and creating new templates.

Note: For offices with incompatible integrations or no integrations at all, Forms Manager will be able to approve or reject submissions marked as Needs Review.

Allows the user to view data received from forms responses and control what is written back to the PMS

Note: Forms Provider will only see submissions for their review and approval in their Forms Dashboard.

Team Member Roles

Admin Roles

Payment Roles

Phones Roles

Digital Form Roles

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