How do I create a template to share with someone?

Susan -

You can turn any group or profile into a template to share with new or existing Wavebox users.

Note: When sharing a group/profile, you generate a static template to share.  Any changes made to the group/profile after by either you or the recipient will not be reflected elsewhere.

Template Best Practice: Naming

Before creating your template, go to Settings > Apps & Groups and check that you are happy with the naming of groups and apps e.g., replace any personal names with generic ones. Then do the same for Settings > Spaces.

Tip: If you are sharing your profile, consider sharing it with yourself in a new profile, and then creating a template from that profile instead.

How to Create a Template

  • Either: Right-click on a group icon and select Share this Group from the menu.
  • Or: Open the Profile you want to share.
  • Click on the Profile icon, and then the share icon.
  • From the template pop-up modal, click on Start.
  • Select the Groups you want to share using the checkboxes (If you're sharing from the Profile menu, all the groups will be pre-selected)
  • Click on Next.
  • Tick the checkbox if you want to include any Tabs, including pinned tabs.
  • Click on Next.
  • Tick the checkbox next to any Passwords you want to include.
  • Click on Next.
  • If you are sharing passwords you'll need to create a Master Password for this template. (The master password must be shared separately.)
  • Click on Next.
  • Name your template e.g. Social Media Accounts.
  • Review what's in the template. You can go back to make any changes.
  • Click on Share
  • Pro users can enter email addresses to share with colleagues or friends.
  • Wavebox for Teams users can also check a box to make the template available to the team e.g. automatically appears on install.
  • Click on the copy icon to save the URL to the clipboard.
  • A copy of the template link is also saved in your Settings > My Wavebox > Templates.
  • Wavebox for Teams users can check a box to add the template to their team library: Settings > My Wavebox > Team > Templates.
  • To learn more about sharing a template with a team, read the Team Quick Setup Guide.