Account + User Management

Can a workspace be removed from my account?

Written by Amber
Updated over a week ago

How do I reactivate my Wealthbox subscription if my account has been suspended?

Written by Graham Riley
Updated over a week ago

Why was I charged a different amount than my prior bill?

Written by Dan Ferranti
Updated over a week ago

How do multiple workspaces work?

Written by Dan Ferranti
Updated over a week ago

What is a workspace?

Written by Dan Ferranti
Updated over a week ago

What is an account admin?

Written by Dan Ferranti
Updated over a week ago

Can I set restrictions for certain users within a workspace?

Written by Dan Ferranti
Updated over a week ago

How can I invite a new user to Wealthbox?

Written by Dan Ferranti
Updated over a week ago

How can I customize Wealthbox?

Written by Dan Ferranti
Updated over a week ago

How can I unsubscribe from “Daily Digest” emails in Wealthbox?

Written by Dan Ferranti
Updated over a week ago

How do I update my billing information?

Written by Dan Ferranti
Updated over a week ago

How do I cancel my account?

Written by Dan Ferranti
Updated over a week ago

How do I change who the account owner is?

Written by Dan Ferranti
Updated over a week ago

What happens if I accidentally delete something?

Written by Dan Ferranti
Updated over a week ago

What are groups?

Written by Dan Ferranti
Updated over a week ago

Can I change the email associated with my account?

Written by Dan Ferranti
Updated over a week ago

How can I receive text message notifications on my mobile phone?

Written by Dan Ferranti
Updated over a week ago

Will the info I have entered in my trial Wealthbox account be lost when I subscribe as a paying user?

Written by Dan Ferranti
Updated over a week ago

How do I enable and manage additional CRM workspaces?

Written by Dan Ferranti
Updated over a week ago

What is included in the Daily Digest email?

Written by Dan Ferranti
Updated over a week ago

How do I turn off email notifications?

Written by Dan Ferranti
Updated over a week ago

What is the Account Switcher feature?

Written by Dan Ferranti
Updated over a week ago

What notification options are available in Wealthbox CRM?

Written by Dan Ferranti
Updated over a week ago

If I choose to receive email notifications for CRM activity updates, what can I expect?

Written by Dan Ferranti
Updated over a week ago

When can I expect to receive an “In-App Notification”?

Written by Dan Ferranti
Updated over a week ago