Bringing a new team member into Wealthbox? Onboarding users is simple and ensures they have access to the tools and data they need to collaborate efficiently. This guide will walk you through adding a new user and provide helpful resources to get them up to speed quickly.
Add Users
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Invite each of your users to Wealthbox. See: How do I add, remove, or replace Users in Wealthbox?
User profile settings
Once the new user accepts their invite and finalizes setting up their account, you can review the following settings:
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Notifications - The "Notifications" page, so they can determine how they get notifications. This article in our Help Center provides more details on the various notification options.
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Wealthbox Mail - Enable the Wealthbox Mail feature
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Go through the Email Settings page to
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Select the preferred Email layout
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Create an email signature
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- Calendar Sync - enable the two-way calendar sync
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2 FA Backup Codes - If you have enabled the 2-factor authentication, each user will want to save their backup authentication codes (print or copy)
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Mobile - Download the mobile app
Workspace settings
Below is a checklist of areas to review and update after a new user has been added to ensure that your new team member is not only invited but fully integrated into the structure of your Wealthbox workspace.
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Groups - Groups are used to organize users for visibility.
Navigate to Settings > Workspace Settings > Groups. -
Teams - Teams allow for streamlined collaboration, especially in workflows and assignments.
Go to Settings > Workspace Settings > Teams. -
Contact Roles - Contact Roles are custom “assigned to” fields for contact records.
Go to Settings > Workspace Settings > Customizations > Contact Roles. - Workflow Assignments: If your team uses workflows, consider reviewing step assignments so new users are added to relevant processes.
Getting new users up to speed
The linked resources below provide a great introduction and can answer many common questions. These tools are designed to make onboarding smooth and ensure your team can start using Wealthbox with confidence.
- Getting Started Overview - We recommend that all your users view our Getting Started Overview video, which offers a comprehensive walkthrough of Wealthbox's full range of features.
- Product Tours - On-demand informative introduction to each Wealthbox module, showcasing its features, benefits, and user experience.
- Knowledge Base - Searchable advice and answers from the Wealthbox Team.
- How-To Videos - Step-by-step instructions and guidance on effectively using Wealthbox