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Templates

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Anyone can create a template from a Wavebox group or profile and share it with another Wavebox user. The recipient can then add the template to their Wavebox in just a few clicks. Here are some templates you can create and share with colleagues, and co-workers.

  • A time-saving group workflow you've created
  • A group you've curated for research or a campaign
  • A set of groups for onboarding new colleagues to your team
  • A complete profile to onboard new starters to your organization
  • A full profile that's useful for others in your industry

Overview

  • What is a Template? Snapshots of your Spaces, Groups, and Apps, including settings (e.g., icons, notifications, separate cookie containers).
  • When to Use: To quickly set up new profiles, onboard team members, or share groups of commonly used apps.
  • How They’re Shared: By generating a share code (URL) that anyone can paste into their Wavebox's address bar.

Template Best Practice: Naming

Before creating your template, go to Settings > Apps & Groups and check that you are happy with the naming of groups and apps e.g., replace any personal names with generic ones. Then do the same for Settings > Spaces.

Tip: If you are sharing your profile, consider sharing it with yourself in a new profile, and then creating a template from that profile instead.

Create a Template: Group or Profile

  • Choose What to Share:
    • Right-click a Group > Share this Group
    • Click on the Profile icon top-right, and click the Share icon to create a template from that Profile.
  • Follow the Wizard:
    • Check boxes for the groups you want.
    • Choose to include tabs
    • Choose to include saved passwords
    • Give your template a name.
  • Share Code:
    • Copy the generated share code URL.
    • If on a Team plan, you can also assign the template to a team.

What's Included in Templates

Included with Apps:

Included with Groups & Profiles:

  • Space for the group
  • Icon, name, color, badge colors & other appearance settings
  • Dividers (if present)

Templates do not include:

  • Cookies or browsing history.
  • Passwords (if not included).
  • Private dashboards.
  • App-wide settings from the main 'Settings > General' section e.g. Keyboard Shortcuts, Theme, UI choices, etc.

Template Master Password

If you include passwords in your template, you will be asked to create a Master Password. We use end-to-end encryption to ensure your passwords are kept safe at all times.

  • Once created, make sure you save it or make a note of it somewhere safe.
  • Anyone installing the template must enter the password to unlock the passwords in the template.
  • If they don't have the master password, they can continue to install the template without it.
  • ⚠️ Master Passwords cannot be reset. You need to repeat the template wizard and create a new password.

Import a Template

There are two ways to import:

1) Wavebox already Installed

  • Paste the share code in the address bar and hit Enter.
  • Follow the Template Wizard.
  • If passwords were shared, enter the provided master password or skip them.
  • Click Finish to add the new Group(s) or Profile.
💡
Here's an example share code you can try: https://wavebox.io/share/u20MCOmJl-cn. It adds a new group to your webdock containing all Wavebox resources. Read the blog post.

2) New Wavebox Install (profile templates only)

  • If you received an email, click the share code in your browser. Or you can manually paste it into the address bar.
  • Download & Install Wavebox if prompted.
  • The installer will guide you through importing the template upon first run.
  • Enter the master password to include any shared passwords, if needed.

Following Import

  • Log in: If passwords have been shared, you still need to use the password Manager to sign-in to your apps for the first time.
  • Review Settings: Check group icons and other preferences.
  • Check Spaces: occasionally, depending on the template, your Default space may have been replaced or needs to be changed to the default profile in the template. To change your Default profile;
    • Go to Settings > Spaces - find the space you want to be your default, and click on the three dots in the top-right. Then choose Make Default space.

Manage Templates

Go to: Settings > My Wavebox > Templates. From there, you can:

  • Copy share links and delete templates.
  • Add or remove Team templates (checkbox)
  • For Team templates that are locked down, see Wavebox Live.

Onboarding Team Members Using Templates

Creating a template for your team can make onboarding easier. When you add a new user via My Wavebox > Business > People, you can select an install template for the user to get when they install Wavebox.

Learn how to Onboard Users to a Team with a Template

Troubleshooting

  • Missing Master Password: Ask the template creator for the password or skip importing passwords.
  • Template Out of Date: Templates are static snapshots. As the template creator to make a new template if you need updated Settings.