How to: Add users to records?

                                                                                                                            Updated: August 04, 2026

Applicable Role: Company manager or group manager

Requirements:

• WAVE manager account
• Permission to create/edit records

Step-by-step guide:

1. From your dashboard, locate the Reporting section. Then, look for records and click Browse Records.

2. Click HERE if you want to learn how to create a record. So once you have located your record go ahead and click the edit button which is symbolized by a pen and paper icon.

3. Once you have opened the record, there will be three tabs under the name. Now, you can click on the Users tab.

4. Once you've opened the users list, there should be a button that says, "Add user(s) to record"

5. You will see a table for the list of records with their respective "Date Record Occured" on the left-hand side and a table for a list of users on the right-hand side. Go ahead and select the users and records. You can also set them as witness or involved below and make sure to save by clicking Add User(s) to Record(s). 

Note: You can search your records in two ways using the table on the left side of your screen. You can either search by the record's "Name" or by the "Date Record Occurred". Searching by "Date Record Occured" using ONLY this date format [YYYY-MM-DD], is useful when you have multiple records that shares a similar name.

6. Once completed, you should now be able to see all of the users you added to the record.

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