Contact Roles are custom dynamic “assigned to” fields for contact records. When a user is assigned to a Contact Role, they will automatically have access to the contact and be notified about that assignment according to their preferences.

As an account owner or admin, you can manage contact roles in Wealthbox by clicking the three-dot menu at the top right, then:

1. In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
2. Select "Customizations" in the sidebar.

3. Click on "Contact Roles."

Click the "Create Contact Role" button to add a new contact role:

Any members you select will be available to assign to the role for contacts in Wealthbox:

Common Contact Role questions and best practices

Q: How many Contact Roles can I create?

A: Users can create up to three roles on the Pro plan, five on Premier, and unlimited on Enterprise.

Q: What happens if a user is removed?
A: Removed users are no longer an option to assign to the role, but will not be removed if they are already assigned. We recommend using bulk actions to reassign roles before removing the user.

Q: How do Contact Role fields show in reports?
A: Similar to custom fields, Contact Roles will display in report filters, and the selected fields area as their name, i.e., A Contact Role called Secondary Advisor will display as "Secondary Advisor."