> ## 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.
# Workspaces
> What a workspace is, who can see it, how you switch between clients, and what an advisor can and can't do inside a client.
## What a workspace is
A **workspace** is your firm's own private working copy of a client. It's a real,
separate client entry that only your firm can see, there's no client login and no
consent involved, because there's no other organisation on the other side. Use one when
you want to work up a client's assessments on your own, without a live partnership.
You create a workspace from **Create New Client**, choosing the **Workspace** card:
*"A private working copy only your firm sees. No client login, no consent, invisible to
the real organisation."* Select **Create a workspace**, then fill in the client's
details. The full wizard is covered in [Adding a client](/advisors/adding-clients).
A workspace isn't a separate part of the app, it lives alongside your connected clients.
It appears on the **Clients** page (under the **Workspaces** tab) and opens on the same
client information screen, where the subtitle under the client's name reads *"Private
workspace client."* rather than *"Client you advise."*, and the Overview card's **Type**
row reads **Workspace client**.
On a workspace, the client information screen states *"This is your firm's private
workspace; no client consent is involved and your firm has full access."* and, for the
team, *"A workspace has no users; it's a private working copy for your firm."*
### Archiving a workspace
A workspace's row menu offers **Full profile** and **View details**, plus, while it's
live, **Edit profile** and **Evaluate**, and finally **Archive** (or **Restore** once
archived). Archiving *"hides this workspace by default and makes it read-only. Its
evaluations, reports, profile and logs are preserved…"*, so nothing is lost, and you can
restore it later.
## Switching between clients
You work on behalf of one client (or your own firm) at a time. This is your **Working
with** context. Switch from the client list on your dashboard, or with the **Working
with** selector that sits on every evaluation page. While a client is selected, the
sidebar and evaluation pages are clearly marked with the client's name, see
[Working with clients](/advisors/working-with-clients).
## What you can do inside a client
What you can do depends on whether it's a **connected client** (a live partnership) and
what access that client granted, versus a **workspace** (your own copy, full access).
| Action | Connected client | Workspace |
| --------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------- |
| View the client's profile, evaluations, and reports | With read access | Yes |
| Start an evaluation for the client | Only with **Evaluation write access** | Yes |
| Answer and submit a run for the client | Only with **Evaluation write access** | Yes |
| Edit the client's profile | No, advisors never edit a live client's profile | Yes (while live) |
| Manage the client's people | No. The Team card reads *"The client manages their team; your view is read-only."* and lists their members read-only where your access allows. | Not applicable, *"A workspace has no users."* |
With read-only access to a connected client, you'll see a view-only state such as *"No
runs for this client yet."* and no controls to start or edit a run. If your access isn't
enough to see a client's profile, you'll see *"This client's profile isn't available with
your current access."*
A client's reports live on the **Reports** page and follow your **Working with** client. The landing **Overview** tab shows the latest **AI Readiness** and **Meeting Prep** report over a combined history, with dedicated **AI Readiness** and **Meeting Prep** tabs alongside. From the client information screen, **See all reports** in the Latest Reports card takes you there. See [The Reports page](/using/reports).
## Related
How access to a connected client is granted and revoked.
The Clients page and Meeting Prep.