👥 Teams Getting Started Guide

Last updated on 09 Jun 2025

Get your coworkers started with Wavebox and enable them to maximize all its features effortlessly.

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The account that purchases the team seats automatically becomes the Team Admin and Billing Contact by default.

STEP 1: Buy Seats & Create your Organization
STEP 2: Create a Connect Team
STEP 3: Include an Install Template (recommended)
STEP 4: Add & Invite Users
STEP 5: Onboarding: Install & Sign-Up

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Which Email Account?

Before you start, decide what email account your team will use to sign-in to Wavebox. This should be their main work email address, and the one they use most to sign-in to their daily apps and accounts.

👥 STEP 1. Buy Seats & Create your Organization

My Wavebox > Add People > Buy Team Seats

To get started:

Navigate to My Wavebox → Add People → Buy Team Seats.
Follow the prompts to:
- Purchase team seats (via Stripe)
- Create your organization account
A new organization section will appear in your Wavebox sidebar
Consolidated billing is activated automatically under Billing.

Learn more about Consolidated Billing

👍 Tip: The account used to purchase the seats becomes the Team Admin and Billing Contact by default.

👥 STEP 2. Create a Connect Team

Learn more about Connect

Go to My Wavebox → Organization → Teams.
Click [Create New Team] and enter your team name.

The team will now be visible in your sidebar.
Click Manage to edit the team’s name or details.

👍 Tip: Creating a team enables the Connect icon (top-right), and also unlocks Dashboard advanced mode.

🖼️ STEP 3. Create an Install Template

Learn how to create a Template for your Team

Templates provide new users with a ready-to-use profile containing all the essential apps, tabs, and tools. Assigning templates ensures consistency and a smooth start for each user.

Go to My Wavebox → Templates.
To assign a template:
1. Find (or create) the template you want to use.
2. Tick the checkbox in the Teams column to assign it.
Note: If you don’t select a template, new users will start with a blank profile.

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Users can edit install templates. For managed, locked-down profiles, consider using Wavebox Live.

✉️ STEP 4. Add Users & Send Invites

Go to My Wavebox → Organization → People.
Click Add People.
In the Add User dialog:
- Login Email: Enter the user’s company email address (this is their Wavebox login)
- Name & Avatar: Optional (users can edit this later)
- Admin Permissions: ✅ Enable if this user should have admin access
- Install Template: Pick a team template, or leave as ‘no template’
- Teams: Select which teams they’ll join
- Invite Email: ✅ Tick the “Invite” checkbox to send an invite upon saving
Click [Save]
🔁 Repeat this process for each user you wish to add.

🛳️ STEP 5. User Onboarding—Install & Sign-Up

My Wavebox > Team > Manage > All users enrolled

What Users Need to Do

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The user should install Wavebox and sign in using the same email address that the invitation was sent to.

Receive Invite Email: They will receive an invitation with a download link for Wavebox.
Install Wavebox: Download and install using the same email address as the invitation.
First Launch: On first login, Wavebox opens with:
- A blank profile, or
- A pre-configured Team Template, or
- A Wavebox Live Profile (if assigned).
Master Password: Enter if required.
Sign In to Apps: No work apps will be auto-signed in (except for their login email app). Users must sign in manually to each app using the Password Manager or relevant browser extension.
Enrolled Status: Once signed in, users appear as “Enrolled” in My Wavebox → Team → Manage.

Features Available Immediately

💬 Connect Sidebar
All team members can use the Connect icon (📞 in the sidebar) to:
- Send direct messages (DMs)
- Start audio/video calls
- Share screens
📊 Shared Dashboards
- Click on the Dashboard icon
- Select the shared team dashboard from the dropdown.