Getting Started

Groups

Click on a group name to view group details under ‘Platform Settings > General > Groups’  Select the user under...

Navigate to the groups listing page - ‘Platform Settings > General > Groups’  Click on checkbox next to the group. ...

Navigate to the groups listing page - ‘Platform Settings > General > Groups’  Click on CREATE GROUP button. Fill in...

Groups break down your organization into different departments, teams, groups, high-level initiatives, or really anything you want to group at...

Click on a group name to view under ‘Platform Settings > General > Groups’ You can view the group members....

Click on a group name to view under ‘Platform Settings > General > Groups’ You can view the group members...

Integrations

Email Integration Note: Only admin can enable email integration. The Email integration covers how to connect any email service that...

Drive Integration Note: Only admin can enable drive integration. Integration with the cloud storage is used to attach files from...

Calendar Integration Note: Only admin can enable calendar integration. You can link your Outlook and Google Calendar with Wavity, so that...

SMS Integration Note: Only admin can do sms integration. SMS functionality can be used in message module.   To do the...

SAML Integration  To set up Single Sign-On you must have an Owner or Admin enter the appropriate configuration in 'Intergrations’...

Platform Settings

Go to Profile > General > Session Sessions helps admin to check the currently logged in end users. Admin can...

Go to Profile > General > and click on Scheduler, click on create and provide all the required details. We...

Go to Profile > General > Work Calendar. Enable work calendar and click on Add Work Calendar to add new...

Go to Profile > General and click on Mobile, enable the option and provide all the required details as shown...

Geo-Fence Management Note: Only admin/buyer can enable  Geo-Fence Management.Generally, this feature allows an administrator to set geographical areas to limit...

Default Landing Page Note: Only admin/buyer can set the default landing page for all users. To set the default landing...

Data Restriction Note: Only admin/buyer can do the data restriction. To do data restriction click on Profile Icon > Platform...

Admin can set default locale for all users in the platform. Note: User can change their own locale settings under...

Organization Logo Change The logo that will be displayed for the users in your organization. To change logo click on...

Organization Logo The logo that will be displayed for the users in your organization. To upload logo click on Profile...

When an account is created for you: You will receive an email from Wavity with the subject line “ Wavity...

Security

Password Preferences Note: Only admin/buyer can enable  password expiration.Password policy rules should be configurable at tenant preferences. To enable  password...

Password Preferences Note: Only admin/buyer can enable two-factor authentication (2FA). To enable two-factor authentication click on Profile Icon > Platform...

Users

Users are people in your organization who actively work in wavity with you.  Users can:  Set ‘My Space’ with calendar...

Under profile icon select ‘General’ to view the users list.  Single user details export:  You can find export option as...

User Details EDIT  Under profile icon select ‘General’ to view the users list.  You can find edit option as mentioned...

Admin can delete/remove the access for a user permanently.  Under profile icon select ‘General’ to view the users list.  You...

Bulk User Upload  If you have many users whose details are in an Excel sheet, you can upload it by...

Individual User Creation: To create a new User, click on ‘General’ under profile icon.  Click on ’Add' in users listing...

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