To invite additional users:
 1. Admin users can click the three dots in the upper right corner of Wealthbox > “Settings.

2. Navigate to “Users” under “Workspace”.

3. Click “Invite Users”

4. Fill out the user’s first name, last name, email address and click “Invite Users”

Note: You can give the new user “Admin Privileges” and/or the ability to export data by checking the boxes. You must have admin privileges to invite other users.

Did this answer your question?