All staff members in your office who will be using Weave must have their own login with their own user email and password. This is a HIPAA requirement for security purposes. This article explains how to add, edit, or delete a Weave user.
Note: Weave representatives cannot create new users or delete or change the role of current users. This function can only be done by a Weave Admin in your office. Contact your office administrator if you need a new user added.
You can add and manage users in your Weave Portal. Select the appropriate tab below for instructions to add, edit, or delete a user.
Note: For best results use Google Chrome. Windows Explorer is not supported by this application.
Add a New User
Note: With Weave Unify, if a user is assigned to multiple locations, you must be a Super Admin in the parent location to manage their user. The user must also have the same role across all locations. Learn how to change locations.
- Within the Weave Portal, select
Account from the left navigation menu
- Select Users from the dropdown
- In the upper right corner, click the Add User button
- Add the Email of the new user. Each user needs their own unique email address assigned to their account
Note: If you are adding a user with an email that was previously added to the account and removed, an extra page will pop up to notify you that the email has been used before. Scroll to the bottom and confirm by clicking Send Invite. The team member will still have to finish creating the account before any edits can be made.
- Click Next
- Fill out all of the fields for the new user
Note: If you are using Weave Unify, toggle on Activate All Locations or search and toggle on each location you would like the user to have access to. Use the dropdown next to each toggle to choose a role.
- Use the Mobile Access toggle to decide whether you would like the user to have access to Weave through the mobile phone app
Tip: Users can be assigned multiple roles. View the permissions for each role.
- Click Submit and an invitation email will be sent to the user
- Instruct the team member to pull up the email from SendGrid to finish creating their account. Make sure they check their spam folder if they don't see the email.
Tip: If your team member is not receiving the message because the email entered is not correct, try deleting and creating a new user with the correct email.
Once the team member finishes creating their account, they will be able to log into Weave.
Tip: Users under the Team tab have finished creating their account and have access to Weave. Users under the Invitations tab still have not yet finished creating their account.
Edit a User
Note: All users have access to edit the personal information within their own profile. Only Weave Admins have access to edit another user's roles and permissions. You cannot edit the email of a User. If a new email is needed, you'll need to create a new user.
-
Within the Weave Portal, select
- Select Users from the dropdown
- Click on the
pencil icon next to the user's name that you would like to edit
- Edit the desired fields
- Personal information can only be edited by a user
- Roles and Permissions can only be edited by a Weave Admin in your office
- A user or Weave Admin can send a password reset request
- Click Submit
Add a User Photo
Each user in your office with the mobile app enabled can add a photo to their profile.
- Log in to the Weave mobile app on your device
- Tap on the user image next to the user name in the top left corner (if this is the first time adding a photo, the image will be a circle with their initials)
- Choose to take a photo or add from your library
Delete a User
Note: Only Weave users who have been assigned the role of Admin have access to delete users.
-
Within the Weave Portal, select
- Select Users from the dropdown
- Click on the
Trash icon next to the user's name that you would like to remove
- Select Delete
Tip: While the user has been removed from being able to log in to Weave, you will still be able to see the user’s past interactions using Weave software.