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"
