How to Navigate Your Team Share Account

welcome welcome this video will walk you

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through how the team shares work inside

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your income lab account in an account

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where you've enabled the team share all

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members of the account will be able to

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work on all households together and see

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and share all the different data in the

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account when you first log in you'll

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start at your main households page with

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the teams functionality you'll be able

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to see edit and access all the

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households that have been created under

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your account by any team member you can

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see the total number here in your

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household section and then below you can

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either search or just hover and click on

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the household you'd like to work on if

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you'd like to create a new household

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find the add a household button in the

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top right of your screen and then from

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the drop down you can use the quick

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create option to build a plan in a

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matter of minutes or you can use the

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standard option to put in more details

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for building your household next you'll

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see the members tab at the top here's

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where you can view all the members

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members in your account you can also

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click the add a member button in the top

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right of your screen to fill in the

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information for any team members you'd

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like to invite to the

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account from there you'll have your

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reports tab here in the reports section

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you can create new templates view any

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reports edit or download any reports

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that have been created across your

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team next you have your main settings

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here you can set default values Capital

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Market

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assumptions asset class taxes or even

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set up model

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allocations which you can hit the create

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button here to set up your new models

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and with your model allocations that

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will be able to be accessed by everyone

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across your team as well if you'd like

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to set up or edit any of your firm

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information you can click your firm icon

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here in the top right of your screen and

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then from there you can scroll down and

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for example if you're wanting to add a

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custom firm logo that will show up on

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your reports here's you can upload that

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logo here's where you can add any report

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disclosure languages and you want to

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make sure that you click save at the

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bottom if you do make any

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changes next you may also want to set up

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Integrations so to set up any

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Integrations you want to click your

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profile icon in the top right open that

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menu and then select

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Integrations from there you can click

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the add integration section here find

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the integration partner you want to link

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to and then fill out the information

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needed to activate and set up the

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integration when you do have an

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integration that's set up and active

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you'll see it here in the section with

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the status as

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active if you'd like to make any edits

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to an active

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integration click the three dot icon

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here you can edit the name of the

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integration you can update the password

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if you need to refresh the integration

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or reset the credentials and you can

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also refresh the balances if you'd like

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to update all the balances linked from

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this

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integration you you can also click the

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delete integration icon to delete once

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you set up this integration is active

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anyone on your team should be able to

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then go into any households to pull in

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data from that

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integration and finally if you need any

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help you can always click the help

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center icon here to get to our help

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center to submit a ticket view any of

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our tutorials or register for any

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upcoming

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webinars that's it thank you for viewing

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this video we hope this helps and please

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reach out to our team if you have any

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questions

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