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Knowledge Base
Learn about features, integrations, customizations and more.
Workspace
What are the workspace limitations in Wealthbox, and how do they vary across plans?
How can I create and manage teams in Wealthbox if I reach the plan limit?
Should my firm use multiple Workspaces or a single Workspace with Visibility Restrictions?
How Do Organization Admins Create and Manage Multiple Workspaces?
Customization limitations for non-admin users
What is the Command Palette?
What is the single select dropdown custom field?