Adding a new user:
To invite a new user to your workspace, account owners or admin users with "manage users" access in the specific workspace can follow these steps:
Click the three dots in the top right corner of Wealthbox.
Go to settings > Workspace > Users
Click “Invite Users”
Fill out the user’s first name, last name, email address and click “Invite Users”
Additionally, 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.
How to videos:
Billing info:
The new user will have access immediately and you will receive a prorated bill for
the new user.
Removing a user:
To remove a user from your workspace, account owners and admin users with "manage users" access in the specific workspace can follow these steps:
Click on the three dots in the top right corner of Wealthbox.
Go to settings > Workspace > Users
Click on the dropdown arrow for the user you would like to remove, then click “Remove access.”
NOTE: If you use multiple workspaces in Wealthbox, you will want to remove the user from each workspace they have access to which will prevent the user from logging in and eliminate future charges for the user seat (see articles below for more information) .
How to video:
Billing info:
The user will no longer have access to the account. You will continue to be billed
for the seat until the contract expiration date. The vacant seat can be filled by a
new employee.
Replacing a user:
IMPORTANT: To replace a user you will want to remove the existing user before adding the new user.
Follow the "removing a user" instructions above (How to remove a user)
Follow the "adding a new user" instructions above (How to invite a user)
Billing Info:
It is important to remove the old user before adding the new user to avoid an increase in your user seats.
If the existing user is removed before adding the new user, the existing seat will be vacant and the new user will fill that vacancy. This would result in no change
in your invoice. If the new user is added before removing the old user, the seat minimum will be raised and you will have a vacant seat. This would increase your invoice.
See also: