In order to invite a new user to the platform you have to click on Settings and choose Admin Settings.

Under Users you have the button Invite Users, which needs to be selected next.

You will then be able to either create an individual user or upload users in bulk.

If you want to add a single new user you have to click on +Add. You can add the email address of the new user you want to invite in the according field. The settings you see prefilled for the perspective, teams, roles and plan are managed by the “Settings” button at the top right corner and can be adjusted there anytime.

If you need to remove one row, you need to click on the xRemove button in order to delete the row. You can find these buttons here:

Once you’ve provided all necessary information, hit the Send invitations button in order to finish the invitation process by sending the actual invitation via email to the new user.

When clicking on the Send invitations button, you will get an additional pop-up window asking you to confirm your outreach.

After you finish the process by clicking on the “Send” button, you will receive a label within the feedback column to see the status of your sent invitation.

The different types of Feedback you can receive are:

If you need to add multiple users at once, you can upload them in bulk. In order to start the bulk upload, you can access it by clicking on Upload Excel File.

You have the possibility to download the template in order to be able to upload the excel file with all new users to be added to Prewave.

When your file is ready to be uploaded, please select Upload Excel File. All rows with new users from the excel file will then be added to the overview list you see in the interface.

You then have to check all boxes in the left column of the list overview and click on the Send invitations button to finish the invitation process.

If you want to adjust the default settings for all users you want to add to the platform, you can do so by clicking on Settings in the upper right hand corner of the interface.

When accessing the Settings feature, you will see an Organization Invitation Settings overview.

You can modify default settings as:

You can also customize email settings by customizing two components:

To update an individual user's settings, simply click on the field you would like to modify. You can select a new value from the dropdown menu for the Perspective, Team, Role, or Plan. To update personal details, such as the user's name or email address, click directly in the relevant field and enter the new information.

In case you want to make adjustments in bulk, you can select multiple users by setting check marks on the left hand side and then choose Other Actions. Select Bulk assign values from the dropdown.

You are able to change the following four values. By selecting values for the relevant fields and clicking Save all users will be assigned the chosen values. 

You will receive an email invitation from [email protected] that will prompt you to join Prewave.

Once you click on the "Join now" button you will be able to set your password.

Once you’ve selected your password, you will be forwarded to a page where you need to confirm your first and last name in order to continue to the platform.

When filling out all required fields, you then please also need to check the checkbox “I agree to Prewave’s data privacy policy and terms of service” before moving to the platform by clicking on the "Next" button.

You've successfully set-up your user profile - Welcome to Prewave! 🎉

Prewave offers a user report that helps Key-Users monitor user activity and access.

In order to create such a report, you need to navigate to your avatar and select the “Reporting” feature within the dropdown menu.

As a next step, you can then select “Create Report” and choose the “User Report” from the selection.

You will then be navigated to the report creation, where you need to confirm the creation by clicking on “Create Report”.

This will then start the download process of the report and you can view its progress as well as download the final report within the “Downloads” tab.

Once you’ve downloaded the report, you will get insights on: