Adding Integration Permissions to Groups

Video: Adding Integration Permissions to Groups Video Transcript hello this video will show you how to 0:03 add integration permission to existing 0:06 groups from any page navigate to your 0:09 profile icon on the top right hand 0:11 corner and we're going to select 0:16 Integrations here's where you can see 0:18 your Integrations or add them but f...

Adding Households to Groups

  Video: Adding Households to Groups Video Transcript hello this video will show you how to 0:03 add households to an existing group from 0:06 your groups page navigate to your 0:07 households using the top 0:12 menu from here you will select the 0:15 households you would like to move using 0:18 the check boxes right here on the left 0:20 click as m...

Adding and Editing Members in a Group

  Video: Adding and Editing Members in a Group Video Transcript hello this video will show you how to 0:03 add or delete members from a group from 0:06 your main household page when you log in 0:09 as a firm admin select groups at the top 0:16 menu from there you can pick any group 0:18 you want we're going to navigate over to 0:20 the right hand si...

Adding and Editing Groups

  Video: Adding and Editing Groups Video Transcript hello this video we will show you how to 0:03 add and edit groups as well as creating 0:06 subgroups from your main household page 0:09 when you log in as a firm admin select 0:12 groups at the top menu bar 0:15 here on the group's page you'll find a 0:18 button that says new group this button 0:21...

How to navigate the enterprise account as a firm admin

  Video: How to navigate the enterprise account as a firm admin Video Transcript welcome this video will walk you through 0:03 how to navigate your Enterprise account 0:05 as a firm admin as a firm admin you'll 0:08 have a lot of different permissions that 0:10 allow you to access different parts of 0:11 your account and access different groups 0:14...

How to Navigate Your Team Share Account

  Video: How to navigate your team share account Video Transcript welcome welcome this video will walk you 0:03 through how the team shares work inside 0:05 your income lab account in an account 0:08 where you've enabled the team share all 0:10 members of the account will be able to 0:12 work on all households together and see 0:15 and share all the...