Prerequisites
Must be an account owner or existing admin with the right permission to invite/modify users.
1
Log Into Wealthbox
Log into Wealthbox as an Admin.
2
Access Settings
Once in Wealthbox, click Settings.
3
Invite Milemarker User
Navigate to Workspace then Users then Invite Users. Enter the following:
First Name:
Milemarker
Last Name:
Org
Email:
client_role@milemarker.co
4
Edit User Permissions
After the user appears in the list (will show pending until Milemarker accepts), click the dropdown to the right side of the name and select Edit.
5
Enable Admin Privileges
Check the box: "Allow this person to have admin privileges"
6
Save User
Click Save User to complete the setup.
Important Reminder
Please use the email client_role@milemarker.co when setting up Milemarker's user credentials.
Need Help?
If you have any questions or need additional guidance, please contact us.
connect@milemarker.co