# Browser Extension Settings ## ![](/files/C7iP0KtyEykCQoucf3yj) Overview The Settings screen in Valorx Wave is organized to give you full control over your account, users, and application behavior. This document covers everything related to Grid Security and Access including how to manage user accounts, control what each role can do, and configure feature permissions. #### How to Access Settings Click the **User Profile icon** in the top-right corner of the screen, then select **Settings** from the dropdown menu.

### What's Covered in This Guide This guide walks you through the following sections of the Settings screen:

Section	What It Does
General	View and manage your account details and Salesforce org info
Environment	See all Salesforce orgs connected to your account
Subscription	Purchase and manage Wave subscriptions (Admin only)
Licenses	Assign licenses and manage user roles
Configuration	Set default grid behavior and feature permissions for Standard Users
Troubleshooting	Monitor system health, refresh metadata, and view logs
Migration	Move grids between orgs (Admin/Designer only)

### User Roles at a Glance Valorx Wave has three user roles. Understanding each role is key to managing access effectively. #### Admin The first person to install Valorx Wave and connect a Salesforce Org automatically becomes an Admin User with a Free subscription. Admins can: * **Purchase or upgrade** subscriptions * **Invite and manage** team members * **Assign or revoke** Wave Pro and Matrix Add-On licenses * **Promote users** to Admin or Designer, or demote them to Standard User * **Activate or deactivate** users #### Designer Designers have nearly the same capabilities as Admins, with two key exceptions: * **Cannot purchase or upgrade** licenses * **Cannot assign or change roles** for other users Designers have full access for everything else like creating grids, configuring settings, managing migrations. #### Standard User Standard Users have limited access and are focused on using Valorx Wave day-to-day, not managing it. Standard Users can: * **View** account details and license information * **Refresh metadata**, clear storage, and set per-page record count * **View** system logs Standard Users cannot purchase or assign licenses. Only Admins can do that. #### Role Permissions Summary

Section	Admin	Designer	Standard User
Purchase Subscriptions	Full Access	No Access	No Access
Assign Licenses	Full Access	No Access	No Access
Manage User Roles	Full Access	No Access	No Access
Configure Settings	Full Access	Full Access	Limited
Backup Grids & Matrices	Full Access	Full Access	Grids Only
Migrate Grids	Full Access	Full Access	No Access
View Account Details	Full Access	Full Access	View Only
Refresh Metadata	Full Access	Full Access	Full Access

*** ## General The **General** section provides an overview of the user's basic information and Salesforce organization details. It is divided into two parts: #### Account Details * **Name** — Your display name * **Email ID** — Your account email * **Company Name** — Your organization name #### Salesforce Org Details * **Salesforce Username** — Your Salesforce username * **Org Name** — The name of your connected Salesforce org * **Org Type** — Production, Sandbox, etc. * **Org ID** — Your unique Salesforce org identifier * **Role** — Your Wave role for this org (Admin, Designer, or Standard)

{% hint style="info" %} **Free vs. Pro License** Users on a Free license will see a 'Your Usage' section showing monthly limits for Imports, Exports, and Record Updates. Pro license users have unlimited usage. {% endhint %} *** ## Environment The Environment section shows all Salesforce orgs connected to your Valorx Wave account. This is useful if you work across multiple environments (e.g., a production org and a sandbox). #### What You'll See For each connected org, the table displays: * **Name** — The org's display name * **Org ID** — The unique Salesforce identifier * **Org Type** — Production or Sandbox * **License Enabled** — Whether a Pro license is active for this org * **Status** — Active or inactive * **Modified** — When the org connection was last updated

*** ## Subscription {% hint style="warning" %} **Admin Only** Only Admin can access and make changes in the Subscription section. Designers and Standard Users should contact their Admin to make subscription changes. {% endhint %} The Subscription section is where you manage your Valorx Wave plans including viewing your current subscriptions, buying more licenses, and managing billing. #### Subscription The Subscription section shows a table listing every product your organization has (or had), with the following columns:

Column	What It Shows
Product	The subscription product name — Wave Free, Wave Pro, or Wave Pro + Add On
Status	Whether the subscription is currently ACTIVE or EXPIRED
Available	The number of licenses purchased that have not yet been assigned to a user
Assigned	The number of licenses that have been assigned to users in your org
Start Date	The date your subscription started (shown as a dash for the Free plan)
End Date	The date your subscription expires (shown as a dash for the Free plan)
Action	Options to buy more licenses or contact sales, depending on the product (see below)

#### The Three Subscription Products Your subscription table will show one or more of the following products:

Product	Description
Wave Free	The default plan when you first connect a Salesforce Org. Includes usage limits on imports, exports, and record updates.
Wave Pro	Paid plan with unlimited usage. Purchased per seat.
Wave Pro + Add On	Wave Pro plus the Matrix Add-On. Purchased separately on top of a Pro subscription.

#### Billing Details Below the subscription table, the Billing Details section shows the Billing Email address where invoices and billing notifications are sent. Admins can update this email at any time. ### The Upgrade Button — Free Plan Only {% hint style="warning" %} Once your organization has an active Wave Pro subscription, the Upgrade button is no longer shown. Pro subscribers use the Buy Licenses action in the subscription table instead. {% endhint %} If you are an **Admin** on the **Free plan**, you will see an **Upgrade button** in two places: * **Home screen** — Next to your User Profile section in the top-right area

* **Subscription** section in Settings — Directly on the subscription overview page

### How to Upgrade to Wave Pro (Free Plan Admins Only) 1. Click the Upgrade button. 2. On the Wave Subscription Plans screen, compare Free and Pro features. Hover over any feature to learn more about what is included. 3. Click Buy Now on the Pro plan. 4. On the Payment Details screen, fill in: Billing Period (Yearly by default), number of Paid Seats, Work Email, and Card Details. 5. Click Review Order. Once payment is complete, Pro features are activated immediately

### How to Buy More Licenses (Wave Pro) If your organization already has an active Wave Pro subscription and you need more seats: 1. Go to Subscription > Overview. 2. In the Wave Pro row, click Buy Licenses in the Action column. 3. Enter the number of additional seats. 4. Complete the payment.

### How to Buy Matrix Add-On Licenses To add Matrix Add-On licenses to your Pro subscription: 1. Go to Subscription > Overview. 2. In the Wave Pro + Add On row, click Contact Sales in the Action column. 3. Choose the product and enter the number of licenses needed. 4. Click Submit.

### When Will You Be Prompted to Upgrade? If you are on the Free plan and hit your monthly data update limit, a pop-up will appear with an Upgrade link. * Standard Users will see: "Please contact Admin to upgrade the license." An email is automatically sent to the org's Admin. * Admins will be taken directly to the Subscription screen to complete the upgrade.

### Matrix Add-On Trial Expiry If you're using the **Matrix Add-On** and the **trial period ends**: * Access to Matrix functionality will be disabled. * A **Contact Sales** button will appear, allowing Admin users to initiate the purchase process. * Additionally, Admins can navigate to the [**Subscription**](#subscription) section under the Matrix Add-On to find a **Buy Now** option for purchasing licenses.

*** ## Licenses The Licenses section gives you a full view of all users in your organization. Their subscription type, role, and access level. As an Admin, this is also where you invite new users and manage their access.

### User Roles: Admin User & Standard User Valorx Wave has two user roles: Admin User and Standard User. #### The Licenses Table /un For each user, you'll see: * Name * Username (Salesforce email) * Subscription — Free, Pro, or Matrix Add-On * Access — Admin, Designer, or Standard * Action — Options to manage the user (Admin only)

### Inviting & Assigning Users How you add a user depends on your subscription: #### If you're on Wave Pro: * To assign Wave Pro access: Click Assign Licenses under the Wave section, select the user(s), and click Assign. * To assign Matrix Add-On access: Click Assign Licenses under the Matrix section, select the user(s), and click Assign. #### If you're on the Free plan: * Click Invite, select the user from the pop-up, and click Invite. ***Note**: Matrix Add-On is not available on the Free plan.* Once invited, the user receives an email with a link to download the Valorx Wave browser extension. After installing it, they can log in and connect their Salesforce Org. To add a team member (user) to Valorx Wave, follow these steps:

**For Free Plan:** * Click **Invite** to invite users (Wave only — Matrix Add-On is not available on the Free plan). * In the pop-up, select the user you want to invite. * Click **Invite**.

### Managing User Access As an Admin, you can take the following actions from the Action column for any user: * **Promote or demote** — Upgrade a user to Admin/Designer, or set them back to Standard User * **Activate or deactivate** — Enable or disable a user's access without removing them * **Assign or revoke license** — Grant or remove a Wave Pro or Matrix Add-On license

Use the Filter icon at the top-right of the table to search for specific users by name or role.

*** ## Configuration The Configuration section lets Admins and Designers control default behaviors and feature access for all users — particularly Standard Users.

#### General Settings * **Default Records Count** — Set how many records display per page in a grid (affects all users). * **Maximum Row Group per Grid** — Limit the maximum number of row groupings allowed in a grid. * **Show Activities** — Check this box to display the Activities button in the Wave toolbar (hidden by default). #### Feature Access — Controlling Standard User Permissions Toggle these switches to enable or restrict features for Standard Users:

Feature	What It Controls	Default
Grids	When off, Standard Users cannot access grids at all	On
Reports	Restricts Standard Users from accessing the Reports section	On
Import Data	Prevents Standard Users from importing data into grids	On
Matrix	Disables Matrix functionality for Standard Users	On

*** ## Troubleshooting The Troubleshooting section helps you monitor your Wave environment and resolve issues quickly.

#### System Status * Wave Extension Version — Shows your currently installed extension version * Org Connection — Confirms whether you're actively connected to Salesforce * Last Metadata Refresh — Shows when Salesforce objects and fields were last synced #### Actions * **Refresh Metadata** — Manually syncs the latest objects and fields from Salesforce. Use this if you've added new fields in Salesforce and they're not appearing in Wave. * **Clear Storage** — Clears the extension cache and local database. Use this to resolve performance issues or unexpected behavior. #### Logs The Logs tab captures background activity and error messages. Use it to: * Monitor system behavior over time * Diagnose unexpected issues * Provide diagnostic information to Valorx Support You can filter logs by type: All, Info, Trace, Debug, Warning, Error, and Fatal. *** ## Migration {% hint style="warning" %} **Admin & Designer Only** Migration is available to Admins and Designers only. It is included in Standard and Pro subscriptions as a paid add-on. {% endhint %} The Migration feature lets you move grids from one Salesforce org to another. This is ideal for keeping environments in sync or transitioning to a new org. To perform a migration, follow these steps: 1. Select the Source org from where the grid/matrix will be migrated. 2. Choose the Target org to which the grid/matrix will be transferred. 3. Initiate the migration process, ensuring all grid/matrix data is moved accordingly. *Notes: At least one item must be selected to initiate the migration process.*

*** ## Backup & Restore The **Backup and Restore** feature allows you to easily back up your Grids, Matrices, and their complete settings, so you can bring them back exactly as you left them across orgs or whenever you need them again. Find out more about it [here](/valorx-wave/wave-admin-and-control/backup-and-restore.md).

*** ## Feedback We value your input! The **Feedback** section allows you to share your thoughts, suggestions, or report any issues—helping us make Valorx Wave even better. You can also rate your experience with the product. #### Where to Find It You can access the Feedback form from: * **Settings** in your **User Profile** * The **Left Panel** in the app #### How to Submit Feedback 1. **Select a Topic**: Use the dropdown to choose the topic related to your feedback. 2. **Describe Your Feedback**: Enter the details in the provided text box. 3. **Rate Your Experience**: Give a rating from 1 to 5 stars.

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