Groups are users that you can group together for permissions or “visible to” settings. In Wealthbox by creating a group, you restrict users from seeing specific data by setting visibility restrictions 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. You can also nest other groups within groups. For example, a group of "Admin" users can be included within an Advisor's group.
4. Click “Save Group.”

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