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How can I invite a new user to Wealthbox?
How can I invite a new user to Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

You can invite additional users to your Wealthbox account following these instructions.

  1. The account owner and admin users with "manage users" access can click the three dots in the upper right corner of Wealthbox to navigate to “Settings".

  2. Navigate to the “Users” page 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, the ability to manage users and/or the ability to export data by checking the boxes. If applicable, you can also set the user's default visibility permissions and prevent the user from changing this default.

You must be and admin with manage users access OR be the account owner to manage users.

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