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Create and manage contact roles
Create and manage contact roles
Define roles and responsibilities for your clients by assigning contact roles
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Written by Team Wealthbox. Updated over a week ago

As an account owner or admin, you can manage contact roles in Wealthbox by clicking the three-dot menu at the top right, then:

  1. Click on "Settings"

  2. Click on "Customizations"

  3. Click on "Contact Roles"

Click the "Create Contact Role" button to add a new contact role:

Any members you select will be available to assign to the role for contacts in Wealthbox:

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