Add or Remove a Member

View this tutorial to learn how to add or remove a new member to your Income Lab account, including how to re-assign households when needed.   Video: Add or Remove a Member Tutorial Video Transcript 0:08hi it's Malley with income laab this0:10video we'll walk through how to add a0:12member to your account and how to remove0:14a member and reassign t...

How Do I Assign or Reassign a Household to an Advisor?

  Video: Reassign a Household Video Transcript hello I'm here to show you how to 0:02 reassign households using income lab 0:05 this will give you the ability to move 0:07 households between different advisers to 0:09 reassign a household select household at 0:11 the top leftand corner of your 0:13 screen from there look through your list 0:16 of ho...

How to enable SSO (single sign on)

Single sing-on (SSO) is available with Income Lab.  To enable SSO, contact our team at [email protected] and include your IDP metadata. From there, our team will enable SSO for your account.    ✋ Please note To complete the setup, we may need to coordinate a meeting with your IT team.   ...

How to Create, Edit, and Delete Custom Roles

  Video: How to Create, Edit, and Delete Custom Roles Video Transcript welcome this video will walk you through 0:03 how to create edit and delete custom 0:05 roles in your income lab account from 0:08 your main households page find your firm 0:11 icon on the top right of your 0:14 screen then on your firm management page 0:16 click the rolls 0:19 b...

“Invalid email address” Error Message

If you encounter an “invalid email address” error message, it’s typically due to one of the following reasons: 1. The Email Address Is Already in Use Email addresses serve as unique identifiers for every account in the system. If the email you enter is already associated with another advisor or household, the software will display an error. Common s...

Available Roles in Income Lab

Firm Admin Each account with Income Lab must have at least one Firm Admin. Firm Admins have all of the powers of an Advisor but can manage the firm’s Income Lab subscription in the following ways. Change the number and nature of the seats for the account Invite new users Create and edit groups Can access all households and assign/reassign any househ...