How to Create a Team

Lena Habchi
Lena Habchi
  • Updated

To create a team in Wave, you need to have Owner or Admin access. Follow these steps to set up a new team:

  1. Ensure Proper Access:

    • Verify that you have an Owner or Admin role in your organization.

  2. Access the Organization Dropdown:

    • Click on the organization dropdown near the top left corner of the screen.

  3. Create a Team:

    • Select the "Create a Team" option.

  4. Set Up Your Team:

    • Follow the prompts to name your team and configure any initial settings as required.

By creating teams, you can effectively manage your users, track leads, filter analytics, and apply team-specific templates to streamline your workflow and maintain consistency.