Curriculum
- 2 Sections
- 6 Lessons
- 10 Weeks
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- How to Create Client Access for Membership Site6
- 1.11. Go to Log In ‹ Wealth Safe — WordPress and input your log in details
- 1.22. Click on the New Users on the top tool bar
- 1.33. Click the + Add New User button
- 1.44. Fill out necessary details
- 1.55. Update the Membership Site Tracker for our documentation purposes. Go to Wealth Safe > Administrative and Compliance > Membership Site. Fill out the necessary details (email, first name, last name, username, and password). Then, Save.
- 1.6Video Training
5. Update the Membership Site Tracker for our documentation purposes. Go to Wealth Safe > Administrative and Compliance > Membership Site. Fill out the necessary details (email, first name, last name, username, and password). Then, Save.
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