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Create and manage teams
Create and manage teams

Create teams that represent departments or a team of coworkers in your firm and assign them to tasks

Wealthbox Team avatar
Written by Wealthbox Team
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 "Teams" in the sidebar

Teams settings

Click the "Create Team" button to add a new team:

Any teams you create will be available to assign to tasks in Wealthbox:

Assign a task to a team


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