Account + User Management

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25 articles in this collection
Written by Dan Ferranti, Amber, and Graham Riley

Can a workspace be removed from my account?

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Written by Amber
Updated over a week ago

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

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Written by Graham Riley
Updated over a week ago

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

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Written by Dan Ferranti
Updated over a week ago

How do multiple workspaces work?

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Written by Dan Ferranti
Updated over a week ago

What is a workspace?

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Written by Dan Ferranti
Updated over a week ago

What is an account admin?

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Written by Dan Ferranti
Updated over a week ago

Can I set restrictions for certain users within a workspace?

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Written by Dan Ferranti
Updated over a week ago

How can I invite a new user to Wealthbox?

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Written by Dan Ferranti
Updated over a week ago

How can I customize Wealthbox?

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Written by Dan Ferranti
Updated over a week ago

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

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Written by Dan Ferranti
Updated over a week ago

How do I update my billing information?

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Written by Dan Ferranti
Updated over a week ago

How do I cancel my account?

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Written by Dan Ferranti
Updated over a week ago

How do I change who the account owner is?

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Written by Dan Ferranti
Updated over a week ago

What happens if I accidentally delete something?

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Written by Dan Ferranti
Updated over a week ago

What are groups?

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Written by Dan Ferranti
Updated over a week ago

Can I change the email associated with my account?

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Written by Dan Ferranti
Updated over a week ago

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

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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?

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Written by Dan Ferranti
Updated over a week ago

How do I enable and manage additional CRM workspaces?

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Written by Dan Ferranti
Updated over a week ago

What is included in the Daily Digest email?

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Written by Dan Ferranti
Updated over a week ago

How do I turn off email notifications?

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Written by Dan Ferranti
Updated over a week ago

What is the Account Switcher feature?

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Written by Dan Ferranti
Updated over a week ago

What notification options are available in Wealthbox CRM?

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Written by Dan Ferranti
Updated over a week ago

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

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Written by Dan Ferranti
Updated over a week ago

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

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Written by Dan Ferranti
Updated over a week ago