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.

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 Manage 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: Select User. 

Click the name of the person whose username/email needs to be changed. 

The Users 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 email in the pop-up.

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 Save.