Wealthbox facilitates collaboration through its Team feature, but the number of teams you can create depends on your subscription plan. Users on the Pro Plan can make up to three teams, while higher-tier plans like Premier allow for more.
Why Can’t I Create More Teams?
If you cannot see the 'Create Team' button or cannot add new teams, it’s likely because you’ve reached the three-team limit on the Pro Plan. Wealthbox has not discontinued this feature, but your plan restricts team creation. The option to add more teams will only appear if your plan permits it.
Options When Reaching the Team Limit
1. Archive an Existing Team
If you’ve hit the team limit but no longer need one of your existing teams:
- Navigate to Settings by clicking the three dots in the top right corner.
- Select 'Teams' and locate the team you want to archive.
- Click the 'Archive' option. Once archived, the team is deactivated, but its data remains intact, freeing up a slot for a new team.
This method ensures you can manage new priorities without losing team data permanently.
2. Upgrade Your Subscription Plan
Consider upgrading your plan to a higher tier, such as Premier, to expand beyond the three-team limit. The Premier plan allows you to create up to five teams, providing additional flexibility for larger organizations or multiple projects.
Common Questions:
Why Is the 'Create Team' Button Missing?
If the 'Create Team' button has disappeared, it's likely because you’ve reached your team limit under your current plan. On the Pro Plan, this limit is three teams. Upgrading your plan is necessary to unlock additional team creation options.
Can I Avoid Upgrading but Still Add Teams?
The only workaround without upgrading is through archiving existing teams. This allows you to reallocate a team slot for new use while retaining historical data. However, upgrading your plan is optimal if your organization demands more simultaneously active teams.
Summary
Team creation in Wealthbox is a feature governed by your subscription plan. The Pro Plan allows up to three active teams, and managing additional teams may require upgrades or creative solutions such as archiving. Upgrading to the Premier plan can provide extra flexibility if you're considering scaling your team structure. Following the recommended steps, you can effectively manage your team capacity and adapt to your organization’s growing needs.