New in Wealthbox: User Management Features for Large Firms

Managing users across multiple workspaces can be complex, but Wealthbox’s new suite of advanced features is here to simplify it. Join us for an in-depth webinar introducing the latest user management capabilities on the Wealthbox Enterprise plan, designed to give administrators streamlined control, centralized permissions, and enhanced visibility across teams for better security and consistency.

Join Jomin Bishop and Amber Foreman from Wealthbox to learn more about:

1. Organization Settings: Discover the new “Organization Settings” hub, where admins can manage permissions, roles, and access settings across all workspaces, making user management more efficient.
2. Unified User Management: Gain a single view of all users across workspaces, with clear visibility into roles, assignments, and statuses.
3. Active/Invited User Filters: Use new filters to organize users by activity status, helping admins easily track registered users and follow up with pending invitations.
4. Workspace Assignments: See how to quickly assign users to one or multiple workspaces, simplifying onboarding and setup for your teams.