Groups are users that you can group together for permissions or “visible to” settings. In Wealthbox by creating a group, you can set visibility settings for your contacts, events, tasks, projects etc. to a specified workgroup.
To create a group:
1. Go to the three dots in Wealthbox > Settings and select “User Groups” under “Workspace.”
2. Select “New Group”
3. Enter a group name and the members of the group.
4. Click “Save Group.”