> ## Documentation Index > Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Working with clients > The Working with selector, client context markers, and switching between clients and your own firm. Everything an advisor does in the Evaluations area happens *as someone*: your own firm, or one of your clients. AI Ready keeps that context explicit so you always know whose data you are looking at. ## The Working with selector Every evaluation page, the AI Readiness overview and each assessment tab, carries a **Working with** selector (*"Choose who you're working with"*). It lists **My Firm** and your clients; pending clients are marked. Switching the subject keeps you on the same tab, re-loaded for the new subject, so you can compare the same assessment across clients without re-navigating. ## How you can tell a client is selected While your context is a client, AI Ready marks it in three places: * The organisation badge at the top of the sidebar keeps your firm's name and shows the selected client underneath it. * A client chip appears in the sidebar at the top of your client capabilities, just above **Research**, tinted in the accent colour. * Evaluation pages show a tinted **Working with** banner naming the client. When you switch back to **My Firm**, all three markers disappear. There is no ambiguity about whose runs you are starting. Links from a client's row, for example **Manage evaluations** on the dashboard's client panel, land you on the evaluations area already scoped to that client, and the selection sticks until you change it. ## What you can do in a client's context What the selector lets you do per client follows the permissions of the partnership (or your workspace): * With **Read-only access** you can open completed runs and scores. * With **Evaluation write access** you can also start, continue, and reset runs on the client's behalf. In-progress client runs appear with **Continue** exactly as your own would. The client's own team sees any consented activity reflected in their organisation, there is never a shared login. ## The advisor dashboard **Dashboard → Overview**, *"Your client portfolio at a glance."*, is built around the same idea: your **Clients** list at the top of the wide working column, and the selected client's panel underneath it with **Evaluations**, **Meeting Prep** and **Reports** sections, each assessment's latest state (with **Continue** / **View**), and **See profile** in the header. See [the advisor dashboard](/advisors/overview#your-landing-screen) for the full layout. ## Related Private notes built on a client's latest results. The permissions behind each client context.