Knowledge Base

What are the common questions and best practices when removing a user?

What are workspaces and best practices?

How can I troubleshoot email invitation and link issues in Wealthbox?

Who Is the Account Owner in Wealthbox?

Can I use the same email for multiple Wealthbox accounts?

How do I access and update my billing information?

When can I expect to receive an “In-App Notification”?

If I choose to receive email notifications for CRM activity updates, what can I expect?

What Notification options are available in Wealthbox?

What is included in the Daily Digest email?

How do I turn off email notifications?

How do I enable and manage additional Workspaces?

Will the info I have entered in my trial Wealthbox account be lost when I subscribe as a paying user?

How can I update a headshot image?

How can I receive text message notifications on my mobile phone?

Can I change the email associated with my account?

What happens if I accidentally delete something?

What are Groups and how do I create or manage them?

How do I cancel my account?

How can I unsubscribe from “Daily Digest” emails in Wealthbox?

How can I customize Wealthbox?

Can I set restrictions for certain users within a Workspace?

How do I make another user an admin?

What is the role of an "Admin" (Administrator)?

Why was I charged a different amount than my prior bill?

How do I reactivate my Wealthbox subscription if my account has been suspended?

Can a Workspace be removed from my account?

What are best practices to onboard my new users?

What is the manage users permission?

What are default permissions and how do I set them?