Below are a few pieces of information to get you and your team started in your new Wealthbox account.
Trial Account - Create a free 30 day trial account
Users - Invite your users. Keep in mind, when you invite each user, you have the option of granting "Admin" and/or "Exporting" privileges. An Admin can do everything except access the billing page (only the account owner can manage the billing).
Security - You may want to enable the extra security features… the 2-factor authentication for extra security and/or set a session time out for the users.
Each user will be guided through a few tips to help them get familiar with Wealthbox when they accept their user invitation. Aside from these tips, below are a few additional details to get your users started…
Notifications - The "Notifications" page so they can determine how they get notifications. This article in our Help Center provides more details on the various notification options.
Wealthbox Mail - Enable the Wealthbox Mail feature
Go through the Email Settings page to
select the preferred Email layout
create signature
Security for each user - If you have enabled the 2-factor authentication, each user will want to save their backup authentication codes (print or copy)
Mobile - Download the mobile app
Here is a link to our getting started video + short product tour videos. These videos will be helpful to implement best practices for existing process as they translate into the features of Wealthbox. You can share this link with your other users to get them familiar with Wealthbox, but please reach our to our team if you would like to schedule a 1-on-1 "Best Practices" demo.
Please reach out to our support team (support@wealthbox.com) if you have immediate questions or reply to this message if you have onboarding questions.