Admin dashboard - Wave Connect

Available on the Teams and Enterprise plans.

Get your organization up and running on Wave Connect. Set up your team, keep profiles on brand, and connect the tools you already use.

Create your organization

Set up your organization and structure it into teams, all managed from one dashboard.

Add your people

Invite users with a welcome email, or bulk-import your whole company from an Excel or CSV file.

Build templates

Create brand-approved templates with your logo, fonts, and locked fields so every profile stays consistent and on brand.

Connect integrations

Sync captured leads straight to your CRM (Salesforce, HubSpot, and more) automatically.

Send onboarding email

Send your team a welcome email so they can activate their profile and get started.

Get started checklist

The dashboard tracks your setup progress. A Get Started button in the sidebar shows a progress ring and a % completed label. Click it to open the Welcome to Wave Connect page and work through the list. The button disappears once every item is done.

Item	What it does	Learn more
Set up your team	Create a team to organize your users.	Teams
Add users	Add users one by one or import them from a spreadsheet.	User Management
Design a template	Build a reusable card template so every profile stays on brand.	Templates
Send onboarding email	Send your users a welcome email with login instructions.	Onboarding Email
Add payment method	Add payment details so your organization keeps access after the trial.	Billing

Hover an item and click Skip to mark it done without completing it. Add payment method is only available to admins who can manage billing.

User checklist

Each user has their own checklist on their home page, Get Started with Wave, with its own % completed progress.

Item	What it does	Learn more
Complete your profile	Add contact info, social media, or a website.	Profiles
Add to your wallet	Add the QR code to Apple or Google Wallet.	Wallet
Capture a lead	Try the exchange form on your own profile.	Lead Capture
View your new contact	Open the contact the exchange created.	Manage Contacts
Download the app	Share your profile and scan badges and paper cards on mobile.	Ways to Share, Scanner

Users can skip Add to your wallet and Download the app.

Onboarding email

The onboarding email is how your users first hear about Wave Connect. It tells them their profile is ready and how to log in. Send it from the Get Started checklist or from the Users page, to one user or to everyone at once. Users who have not logged in yet show as pending, and you can resend the email to them. See Onboarding Email.

Search anywhere

Press ⌘K on Mac or Ctrl+K on Windows to open search from any page. Jump to users, teams, contacts, templates, and settings without leaving your keyboard.

Explore each step

Teams

Create your organization and structure it into teams.

User management

Invite, organize, and manage your users.

Bulk import

Add many users at once from a spreadsheet.

Templates

Keep every profile consistent across your team.

Integrations

Connect Salesforce, HubSpot, and more.

Security & SSO

Configure SSO, SCIM, and access controls.