Workspace users can share clients directly with individuals or teams without entering an email address or Advisor ID. Access permissions are determined by the recipient's Workspace role.
1. Open Workspace Clients
Open the account menu and select your firm name, labelled Workspace.
Select Clients.
Find the client you want to share and select the Edit control.
For a new share, the window displays Share Client. For an existing share, it displays Edit Shared Client.
2. Share the Client
Under Share With, select the advisor, team, or both.
If available, select multiple recipients.
Save the changes to apply the sharing arrangement.
Workspace sharing access follows the recipient's Workspace role.
Troubleshooting
Cannot find the sharing option: Make sure you are in Workspace → Clients, not the regular Client List or Shared Client Manager.
Cannot share with a particular advisor: Confirm the person belongs to the Workspace and that your role allows client sharing.
Cannot change permissions: Workspace access is controlled through roles rather than the individual sharing permissions used by independent advisors.
If you cannot access the sharing controls, contact your Workspace administrator or Planworth Support.