How to Navigate Your Team Share Account

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welcome welcome this video will walk you through how the team shares work inside your income lab account in an account

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where you've enabled the team share all members of the account will be able to work on all households together and see

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and share all the different data in the account when you first log in you'll start at your main households page with

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the teams functionality you'll be able to see edit and access all the households that have been created under your account by any team member you can

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see the total number here in your household section and then below you can either search or just hover and click on the household you'd like to work on if

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you'd like to create a new household find the add a household button in the top right of your screen and then from the drop down you can use the quick

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create option to build a plan in a matter of minutes or you can use the standard option to put in more details for building your household next you'll

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see the members tab at the top here's where you can view all the members members in your account you can also click the add a member button in the top right of your screen to fill in the

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information for any team members you'd like to invite to the account from there you'll have your

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reports tab here in the reports section you can create new templates view any reports edit or download any reports

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that have been created across your team next you have your main settings here you can set default values Capital

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Market assumptions asset class taxes or even set up model allocations which you can hit the create

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button here to set up your new models and with your model allocations that will be able to be accessed by everyone across your team as well if you'd like

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to set up or edit any of your firm information you can click your firm icon here in the top right of your screen and then from there you can scroll down and

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for example if you're wanting to add a custom firm logo that will show up on your reports here's you can upload that logo here's where you can add any report

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disclosure languages and you want to make sure that you click save at the bottom if you do make any changes next you may also want to set up

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Integrations so to set up any Integrations you want to click your profile icon in the top right open that menu and then select

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Integrations from there you can click the add integration section here find the integration partner you want to link to and then fill out the information

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needed to activate and set up the integration when you do have an integration that's set up and active you'll see it here in the section with

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the status as active if you'd like to make any edits to an active integration click the three dot icon

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here you can edit the name of the integration you can update the password if you need to refresh the integration or reset the credentials and you can

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also refresh the balances if you'd like to update all the balances linked from this integration you you can also click the

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delete integration icon to delete once you set up this integration is active anyone on your team should be able to

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then go into any households to pull in data from that integration and finally if you need any help you can always click the help

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center icon here to get to our help center to submit a ticket view any of our tutorials or register for any upcoming

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webinars that's it thank you for viewing this video we hope this helps and please reach out to our team if you have any questions

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