Admin Guide: Customer to User Conversion Process

Home Getting Started Users Admin Guide: Customer to User Conversion Process

In Wavity, converting a customer into a user is a simple and straightforward process.
Only Admin have the privilege to perform this action.
Admin can log in with their credentials and navigate to the appropriate interface.
Click on the Profile icon and select Identity Management.

Select Customers from the left navigation panel.

Select the customer you want to convert into a user.

If required, the Admin can update customer details by clicking on the Edit option, which redirects to the customer profile page.
Here, the Admin can modify fields such as first name, last name, or assign the organization based on the domain. Once the changes are made, click Save to apply the updates.

After editing, select the customer and click on the Upgrade option.

A confirmation popup will appear select Yes to proceed.

The customer will then be successfully converted into a user, and a success notification will be displayed at the bottom of the screen.