If the account owner upgrades to either the "Pro" or "Premier" plans he or she will automatically have this feature.
Once enabled, you will see a down arrow in the top left corner of your Wealthbox screen beside your firm name.
To manage the workspace:
- Click the down arrow and then click “Manage Workspaces.”
- Click the green “Create Workspace” button.
- Give the workspace a name and click “Save.”
- Click “Workspace Settings” to the right of the new workspace.
- Click “Invite Users’ within “Users.” Keep in mind, if a user exists in another workspace, you can add the user from the "Existing" user tab.
- Be sure to choose whether you want the new user to have admin or exporting privileges.