You can access or edit information about your account by going to the upper right-hand corner of the screen and clicking on the little person icon by your name. The drop-down menu will give a number of different options, each covered in this guide.



This article will cover:

  • Preferences
  • Export
  • Reports
  • WE Terms of Use 
  • Sign Out


Preferences

Preferences give you the ability to make certain customizations. Some are surface-level display changes that will streamline your work by prioritizing the information and tools you use most frequently, while other options are more substantive.


Giving Capacity Formula

While the Gift Capacity certainly won’t be your focus, it will impact some of the key scores you’ll use to read an individual's profile. Depending on your constituency and geographic area, some of the assets upon which the score is based might end up skewing the results. For example, if real estate is unusually expensive or income notably lower in your area than on the national average, that could make some people look more/less promising than they actually are. For this reason, you have the ability to modify the formula so as to make it more targeted.

Inner Circle

The Inner Circle feature cross-reference a list of specific individuals that you’ve put together against your future searches and screenings. The Inner Circle highlights when one of your leads is connected to someone with whom you have a close relationship. This page allows you some control over how those lists are updated and maintained.

Exports

Click on exports to view all the export file.


Reports

The Reports area of the Platform will show how many credits you’ve purchased and how many your team has used so far – in other words, how many profiles you can still pull. Can check the Credit by User and even by the Product.


WE Terms of Use

This will give you an overall view of the Disclaimer and an option to know more about the Wealthengine Terms of usage Click here.

 

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