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Account & team

Your profile, your teammates and who can do what across the workspace — set up identities, invite the right people and keep permissions tidy as your team grows.

What you'll find here

A waxTable workspace is your company, and the people in it are your team. This category covers everything about those people: how you appear next to your own work, who else belongs to the workspace, and what each person is allowed to see and do.

  • Your profile — your name, avatar and the details shown beside your documents and approvals.
  • Team members & roles — invite colleagues and give each one the right role.
  • Permissions — what each role can do, from drafting to approving to billing.
  • Notifications — choose what you're told about and how.
  • Language & locale — set the interface language and how dates, numbers and currency are formatted.

Where to start

If you've just created a workspace, set your own profile first so your name and avatar appear correctly, then invite your team and assign roles. Once people are in, the permissions page explains exactly what each role unlocks.

Frequently asked questions

Do I need to add my whole team before I can work?

No. You can generate, edit and send documents on your own from day one. Add teammates whenever you want a second pair of eyes, an approver, or someone to manage billing.

Who controls roles and invitations?

People with the right administrative role manage the team — inviting members, assigning roles and removing access. See Team members & roles for the details.

Where do account security settings live?

Security topics like sign-in protection and activity history live in their own category. See Multi-factor authentication and The audit log.

Can different teammates use different languages?

Yes. Language and regional formats are a personal setting, so each person can run the interface in the language and locale that suits them. See Language & locale.

Still need a hand?

Waxe answers most questions right inside the app. For everything else, our team replies within one business day.

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