Note: Only existing admins (and the account owner) can update another user to admin status.

To make a user an admin, follow the steps below:

  • Click on the three dots in the top right of Wealthbox.

  • Click on “Settings.”

  • Navigate to “Workspace > Users”

  • Click on the dropdown button to the right of the user to be made an admin and select "Edit"

  • Check the box to "Allow this person to have admin privileges"

  • Click "Save User"

Did this answer your question?