Managing Your Group

This page allows you to manage your group. We have created a short video below on how how to set up and manage your group and you may reach out us at info@demystifyingwealth.com if you have any questions.



To get started:

  1. Add your members. You can add users one by one, add them many at a time, or even upload them in bulk. (You can also send each user a key so she or he can create her own account and link, but we have found it less confusing in testing not to do it this way.) If the user already has an account, the user will be added automatically if the name and email you enter match what the user provided at registration.
  2. Buy more “seats” if needed. Seats just means the number of slots you have available in your group. If you need to add more people, just click the “add seats” button and complete the checkout. Note: If you want to add fewer than four seats to your existing group, contact us at info@demystifyingwealth.com, as the platform currently requires a minimum of four.
  3. Add Group Leaders. If you are running a group for your family or friends you really do not need a group leader beyond yourself and probably do not need any reporting capabilities. However, if you are running a program for a large group, especially in an educational setting, you may want multiple group leaders and will likely need the reporting tools to monitor and evaluate progress. We will provide separate training and videos to those who manage larger groups and do not cover all the measurement and reporting capabilities here.
  4. Let your friends and family know you added them! Each person you invite will get an email from Demystifying Wealth, but definitely call, text, or email them yourself and let them know you added them. Watch the courses together. Discuss them regularly.

You do not have permission to manage groups.

Donate to Help Teach Others

All donations are tax deductible and go to need-based scholarships and programs for or at-risk individuals and groups through the Demystifying Project, Inc., a registered 501(c)(3) public charity, Tax ID 92-3039676.

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