All Collections
Account + User Management
Can a workspace be removed from my account?
How do I reactivate my Wealthbox subscription if my account has been suspended?
Why was I charged a different amount than my prior bill?
How do multiple workspaces work?
What is a workspace?
What is an account admin?
Can I set restrictions for certain users within a workspace?
How can I invite a new user to Wealthbox?
How can I customize Wealthbox?
How can I unsubscribe from “Daily Digest” emails in Wealthbox?
How do I update my billing information?
How do I cancel my account?
How do I change who the account owner is?
What happens if I accidentally delete something?
What are groups?
Can I change the email associated with my account?
How can I receive text message notifications on my mobile phone?
Will the info I have entered in my trial Wealthbox account be lost when I subscribe as a paying user?
How do I enable and manage additional CRM workspaces?
What is included in the Daily Digest email?
How do I turn off email notifications?
What is the Account Switcher feature?
What notification options are available in Wealthbox CRM?
If I choose to receive email notifications for CRM activity updates, what can I expect?
When can I expect to receive an “In-App Notification”?