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:

  1. Click the down arrow and then click “Manage Workspaces.”

  2. Click the green “Create Workspace” button.

  3. Give the workspace a name and click “Save.”

  4. Click “Edit” to the right of the new workspace.

  5. 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.

  6. Be sure to choose whether you want the new user to have admin or exporting privileges.

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