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Account + User Management
Account + User Management
25 articles in this collection
Written by
Team Wealthbox,
Amber,
and
Graham Riley
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
Team Wealthbox
Updated over a week ago
How do multiple workspaces work?
Written by
Team Wealthbox
Updated over a week ago
What is a workspace?
Written by
Team Wealthbox
Updated over a week ago
What is an account admin?
Written by
Team Wealthbox
Updated over a week ago
Can I set restrictions for certain users within a workspace?
Written by
Team Wealthbox
Updated over a week ago
How can I invite a new user to Wealthbox?
Written by
Team Wealthbox
Updated over a week ago
How can I customize Wealthbox?
Written by
Team Wealthbox
Updated over a week ago
How can I unsubscribe from “Daily Digest” emails in Wealthbox?
Written by
Team Wealthbox
Updated over a week ago
How do I update my billing information?
Written by
Team Wealthbox
Updated over a week ago
How do I cancel my account?
Written by
Team Wealthbox
Updated over a week ago
How do I change who the account owner is?
Written by
Team Wealthbox
Updated over a week ago
What happens if I accidentally delete something?
Written by
Team Wealthbox
Updated over a week ago
What are groups?
Written by
Team Wealthbox
Updated over a week ago
Can I change the email associated with my account?
Written by
Team Wealthbox
Updated over a week ago
How can I receive text message notifications on my mobile phone?
Written by
Team Wealthbox
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
Team Wealthbox
Updated over a week ago
How do I enable and manage additional CRM workspaces?
Written by
Team Wealthbox
Updated over a week ago
What is included in the Daily Digest email?
Written by
Team Wealthbox
Updated over a week ago
How do I turn off email notifications?
Written by
Team Wealthbox
Updated over a week ago
What is the Account Switcher feature?
Written by
Team Wealthbox
Updated over a week ago
What notification options are available in Wealthbox CRM?
Written by
Team Wealthbox
Updated over a week ago
If I choose to receive email notifications for CRM activity updates, what can I expect?
Written by
Team Wealthbox
Updated over a week ago
When can I expect to receive an “In-App Notification”?
Written by
Team Wealthbox
Updated over a week ago