Setting Up Your Users

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...
Wed, 11 May, 2022 at 2:07 PM
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, 11 May, 2022 at 2:07 PM
Updating-Replacing email address
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 ...
Tue, 17 May, 2022 at 7:09 AM