Add or Remove a Member

View this tutorial to learn how to add or remove a new member to your Income Lab account....

exclude | 3 min See exclude →

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

This video will show you how to assign or re-assign a household to an advisor....

advisor reassignment | 1 min See advisor reassignment →

How to enable SSO (single sign on)

Learn how to set up Single Sign-On for your organization's systems and applications....

sso setup | 1 min See sso setup →

How to Create, Edit, and Delete Custom Roles

Learn how to effectively manage custom roles in your system by creating, editing, and deleting them with ease....

manage | 3 min See manage →

“Invalid email address” Error Message

Why Am I Seeing an “Invalid Email Address” Error?...

incorrect address | 1 min See incorrect address →

Available Roles in Income Lab

This article will review the different roles available for Income Lab users and the permissions you get with each role....

wealth lab | 1 min See wealth lab →