Advice Designer

Workspaces are the last level of structure in Advice Designer, in which clients are imported and Plans are created, presented and published

Provided that you are an Admin of an Organisation/Licensee you will have the ability to create a Workspace.

Click on the vertical ellipse icon ⋮ and select View

Capture the Workspace details and select 

1. Click on your Avatar (top right)
2. Navigate to My Profile
3. Select Licensee/Organisation
4. Click on the vertical ellipse icon ⋮ and select View
5. Click on the Workspace tab
6. Select Create Workspace
 
 
 
7. Capture the Workspace details and select

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Once created you'll be notified via a notification.

The following articles navigate the steps to configure a workspace:

<a href="https://support.advicedesigner.com/en/articles/9550545-invite-a-user">Invite Users</a>

<a href="https://support.advicedesigner.com/en/articles/9549393-add-risk-profiles-in-your-workspace">Add Risk Profiles</a>

<a href="https://support.advicedesigner.com/en/articles/9550519-create-manage-strategy-text">Manage Strategy Library</a>

<a href="https://support.advicedesigner.com/en/articles/9550515-create-manage-product-text">Manage Product Library</a>

<a href="https://support.advicedesigner.com/en/articles/9550547-configure-the-workspace-brand-theme">Set Branding &amp; Themes</a>

<a href="https://support.advicedesigner.com/en/articles/9550536-add-quick-text">Add Quick Text</a>

Create a Workspace

Go to Advice Designer

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How to create a Workspace

Configuring a Workspace