Partner support help centre

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  1. Wealth Portal
  2. Rooms

Rooms

Rooms

  • How do I remove/disable inviting a staff member automatically into a Room?
  • How do I enable automatic invites to a Staff Members to a Room
  • What are Rooms?
  • How do I work inside the Room feature?
  • How do I add a Room?
  • Notifications and Alerts in Rooms - Who gets notified and How?
See all 7 articles

Rooms process maps

  • Tax return in Rooms process map (for accountants)
  • Onboarding in Rooms process map (for advisers)
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