Setting Up Your Users

Nonprofit: Adding Users How-To
Adding new users can be a bit of a process! In this guide we’ll walk you through the entire journey, from setting up usernames to customizing access. Keep i...
Mon, 28 Sep, 2020 at 11:03 AM
Nonprofit: Customizing Users
Okay, so you’ve added a new User. Now what? Before they can even set up their password, you first must decide what access and abilities you want to give...
Wed, 1 Jul, 2020 at 2:31 PM
Nonprofit: Updating your Username/Email
Sometimes you may need to update the username/email that you use with WealthEngine. You can do this very easily from within the platform itself.    Thi...
Mon, 28 Sep, 2020 at 11:06 AM