Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Rooms
  3. Rooms

Rooms

  • What are Rooms?
  • How do I create a Room?
  • How do I work inside the Room feature?
  • Notifications in Rooms - Who gets notified and How?
  • 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 is the 'Email members' button within Rooms?
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