Wave Connect

Everything you need to know about the template feature on the "Wave for Teams" or "Enterprise" plan.

Understanding Templates

This guide provides a straightforward process for creating a template in your Wave for Teams or Enterprise dashboard.

How to Create Templates

The guide to updating and editing the "content" section of your templates. Including contact info, socials, and websites.

How to Edit Your Templates - Content Tab

In this guide, you'll learn how to edit your template's background image, job title, company, and location from the "About' tab.

How to Edit Your Templates - About Tab

In this guide, you'll learn how to update your template appearance tab. Including layout, text, buttons, colors, and logos.

How to Edit Your Templates - Appearance

This guide provides the steps to bulk update your user's lead forms directly from your template.

How to Edit Your Templates - Lead Form

This guide explains how to edit the Apple Wallet and Google Wallet in templates.

How to Edit Your Templates - Apple Wallet & Google Wallet

This guide provides a straightforward method for locking fields in your templates.

How To Lock Template Fields

This article explains how "Unique" fields work in Wave’s templates.

Understanding "Unique" fields on Templates

George El-Hage

Templates

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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