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...
Fri, 11 Dec, 2020 at 4:58 AM
Nonprofit: Updating your Username/Email
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 ...
Wed, 25 Aug, 2021 at 4:32 PM