Creating a team in your Wave dashboard helps you group people, manage users, and keep everything organized. A team is useful when you want different departments to have their own space, templates, branding, and permissions. This guide walks you through how to create your first team in a few clicks.
Summary
You can set up a new team in minutes through your admin dashboard. Once a team is created, you will be able to add members, assign roles, use shared templates, and manage everything from one place.
Why create a team
Teams give you structure and control. They help you separate marketing from sales, or organize offices across regions. You can keep branding consistent, manage onboarding, and update cards without doing everything one by one. It saves time, reduces errors, and helps you stay organized as you scale.
How to create a team
1. Navigate to https://app.wavecnct.com/login and log in to your admin account.
2. Click on "Teams"
3. Click "Create Team"
4. Create a "Team name"
5. Assign the team to a pre-existing template (if you have no existing templates, you can create one at a later time.)
Additional templates can be used to standardize team profile designs, streamlining the process for similar teams in the future.
6. Click the "Members of the team" to assign users to this team.
7. Click "Create" to complete the team setup.