Now you can control Account sign-in access on the Wealthengine platform, you can give Access / Deny the access. You can do this very easily from within the platform itself.

 

 

This article will cover:

  • Step 1: Go to Account.
  • Step 2: Go to Account sign-in access.
  • Step 3: Click the Edit icon.
  • Step 4: Change the access options.
  • Step 5: Save.




Step 1: Go to Manage Account.

Click on the person icon by your name in the upper right-hand corner of your screen and select Account from the drop-down menu.

  • Note: Only your Admin can access Manage Account; this will be the first person who set up their login. 



Step 2: Go to Account sign in access. 

Tab allows you to view all the users that have been set up in your Account, as well as add new ones. 



Step 3: Click the edit icon.

This will be located beneath the person's name, in between the "Active" label and the trash can icon.



Step 4: Change the access settings.

The Username will be grayed out and cannot be edited by itself. However, as you update the Email field, the Username will be updated in concert. 



Step 5: Click Tick sign to save.