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"