Knowledge Base

Learn about features, integrations, customizations and more.

What happens if I set Default Permission to a group?

Team Wealthbox
Team Wealthbox
  • Updated

The invited user will be added to this group automatically. If they are removed from the group, their default permissions are reset to "Only Me".

If a user is removed from the group set as their default, their default permission will be automatically set to "Only Me".