To invite additional users:
1. Admin users and the account owner can click the three dots in the upper right corner of Wealthbox > “Settings".
2. Navigate to “Users” under “Workspace”.
3. Click “Invite Users”
4. Fill out the user’s first name, last name, email address and click “Invite Users”
Note: You can give the new user “Admin Privileges” and/or the ability to export data by checking the boxes. You must have admin privileges or be the account owner to invite other users.