If your organization has multiple advisory engagements (workspaces), you can switch which one you're viewing. This guide explains how.
💡 Tip — Who can use this For clients with multiple workspaces (most clients have just one).
Quick reference
| Step | Action |
|---|---|
| 1 | Use the workspace switcher |
Step 1 — Switch workspaces
If you have multiple engagements, a workspace switcher appears (typically in the header or as a pill row on certain pages like Documents). Click it and choose the engagement you want to view. The page refreshes to show that workspace's data.
📝 Note — Most clients have one workspace Workspaces represent individual advisory engagements. Most clients have a single engagement and therefore a single workspace, so the switcher won't appear. It only shows for organizations with multiple engagements.
💡 Tip — Each workspace has its own data Scores, documents, sessions, and advisory commentary are workspace-specific. When you switch, you're looking at that engagement's data — useful if one engagement is further along than another.