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. Learn how to add, edit, or delete a Weave user.

Note: Weave representatives cannot create new users, 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.

Note: For best results use Google Chrome. Windows Explorer is not supported by this application.

Add a New User Edit a UserDelete a User

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.

  1. Within the Weave Portal, select Settings.svg Account from the left navigation menu
  2. Select Users from the dropdown
  3. In the upper right corner, click the Add User button
  4. Add the Email of the new user. Each user needs their own unique email address

    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. 

  5. Click Next
  6. 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.

  7. 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.  

  8. Click Submit and an invitation email will be sent to the user

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  9. 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.

Find a full list of user roles and permissions.

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