Wavebox Teams: Create an Install Template for your Team

Last updated on 09 Jun 2025

Get your team set up in Wavebox fast with a ready-made template. Templates include all the apps and tabs your team needs to hit the ground running.

You can create a template from your own setup or build one from scratch. Follow the steps below to get started.

🧩 What’s an Install Template?

A Template is a starting point for team members. It can include:

Spaces, apps, groups, and tabs
Saved passwords (optional)
All features are enabled e.g. Connect, Smart Notes, Profiles etc.

🔒 Note: Once installed using a team template, users can use all features and make changes. For locked-down, remotely managed setups, see Wavebox Live.

Walkthough Video

Step-by-Step Guide

STEP 1. Start a New Profile

Best Practice! Creating your template in a new, separate profile keeps your personal setup safe.

In your Wavebox, click the Profile Avatar (top-right corner)
Select Add
Name it something like Sales Template
Choose Use current subscription
A blank new profile will open.

STEP 2. Create a Template using your Profile

👍 Skip this step if you are starting from scratch.

If you want to base the template on your own Wavebox setup:

In your own profile, click Profile Avatar → Share Icon (top right)
Launch the Template Wizard
Follow the steps and create a Master Password (if including passwords)
- ⚠️ Never include your own personal logins
Copy the final Share Code to your clipboard
🎯 You can also find this code later under My Wavebox → Templates.

STEP 3. Import your Template

Navigate back to the new (blank) profile:

Paste the share code into the address bar and hit Enter
Follow the wizard steps
Enter the Master Password if prompted.

Set your default space:

Go to Settings → Spaces
Find the desired Space > Kebab menu (⋮) > Set as Default Space
Remove the original blank space (type DELETE to confirm)

STEP 4. Customize the Profile

Now build the setup your team will use.

The first group/app should be the users login email.
If your organization uses Google or Microsoft login, you should add that webmail app first—if you used your work profile as a template, this will probably be setup already.
The user should use this email to login to Wavebox.

▶️ Add & Organize Content

Add Spaces, Groups, Apps, and Tabs
Remove anything personal or private
Use clear, consistent naming (e.g. Marketing, Client A Email, CRM)

🔐 Add/Check Passwords

💡

If you used a template that included passwords, they will already be in the built-in Password Manager.

Sign-in to each app to add account credentials, or to check that the correct details are in the Password Manager.
If you are using a Chrome extension for passwords, you can share a link to it via the shared Dashboard.
⚠️ Never include your own personal logins in a profile that will be shared.

🎨 Apply Company Branding

For example, add your company logo to the default Space icon, or the first group icon.
Add a company branded background to a shared dashboard.

Dashboards are a great way to share web resources with your team
Dashboards can replace extensions like Workona.
Click + in the webdock or tabstrip and add a Dashboard app from the store
Learn more about creating and sharing a team dashboard.

STEP 5. Generate the Template & Code

In your newly customized profile, click the Profile Avatar → Share Icon
Run the Template Wizard one last time
Create or enter a Master Password if needed
At the last step:
- ✅ Check the box for Share with Team
- 📬 Email yourself a copy of the code (optional)
- 💾 Copy the Share Code to your clipboard.

🎯 You can also find this code later under My Wavebox → Organization → Templates.

💬 Remember: Templates are editable by default. If you make updates to the template after sharing the code, you must generate a new code to include your changes. For enforced layouts you can manage remotely, check out Wavebox Live.