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In order to access Wealthbox-related features, the user must be granted access to the respective security realm. Check under Administration > Security > Security realm that the list of Trusted SSO Realms for the user includes Wealthbox.

Rw ui steps macro

Rw step Open Docupace and proceed to Administration > Security > Security realm. Image RemovedOpening Docupace Security realmImage Added Rw step Search for the relevant User ID and click the Edit link. The Security page opens. Image RemovedImage AddedEdit user’s security details Rw step Check that the list of Trusted SSO Realms includes Wealthbox. Image RemovedWealthbox realm for the user accountImage Added

Step 2: Configure Alias Username in Docupace

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