Overview
If you work across more than one Advice Designer practice — for example, as a paraplanner supporting several licensees or practices — you don't need a separate login for each. As long as you've been added as a user to more than one Workspace, you can switch between them from a single account.
💡 Note: A Workspace in Advice Designer represents a single practice. Your Clients, Plans, Reviews and certain Quick Text templates are specific to whichever Workspace you're currently in — switching Workspaces changes what you can see and work on.
Before you start
You can only switch Workspaces from the Dashboard. The option isn't available from inside a Client Profile, Plan, or Review — if you're partway through a task, finish up or navigate back to the Dashboard first.
You'll only see Workspaces you've already been invited to and have an active user account in. If a Workspace you expect to see is missing, see Troubleshooting.
Switching workspaces
From the Dashboard, select your avatar in the top-right corner of the screen.
Select My Workspaces.
Under Switch Workspaces, select the practice you want to move into.
OR Click More
Click on the Workspace listed, then find the practice you want to move into
Select Switch