When you upload a file in Wealthbox, there is an associated interaction that allows you to set the permission which determines who else in the Wealthbox account this file is “visible to.” Within the “visible to” drop-down, you can choose “Everyone,” “Only Me,” or select a group, which you can create within your settings.

See also: When I attach a file from an integrated file storage service, can other users on my Wealthbox account access my files?