Contact Roles are custom “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:
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Click on "Settings"
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Click on "Customizations"
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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:
