User Management
5 Articles in this CategoryAdd or Remove a Member
View this tutorial to learn how to add or remove a new member to your Income Lab account....
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....
How to enable SSO (single sign on)
Learn how to set up Single Sign-On for your organization's systems and applications....
“Invalid email address” Error Message
Why Am I Seeing an “Invalid Email Address” Error?...
Roles and Permissions
This article will review the different roles available for Income Lab users and the permissions you get with each role....