Skip to main content
Wealthbox CRM Logo
Toggle navigation menu
Back to Wealthbox
Submit a request
Sign in
Knowledge Base
Learn about features, integrations, customizations and more.
Workspace
What are Best Practices for an Organization Admin?
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?