Advisors who are not part of a Workspace can share client plans through Shared Client Manager in Advisor Settings. This process requires the receiving advisor's email address and Advisor ID.
1. Find Your Advisor ID
If another advisor wants to share a client with you, provide them with your Advisor ID.
Open the account menu and select Advisor Settings.
Open Advisor Profile.
Copy the value shown under ID.
2. Share a Client
Open Advisor Settings → Shared Client Manager.
Select Invite Advisor To Share.
Under Share by email address and user ID, enter the receiving advisor's email address and Advisor ID.
Under Permissions, select the appropriate access level:
Read-Only: View the shared client.
Write: View and modify client information.
Edit (Write + Delete Client): View, modify, and delete the shared client.
Select Share.
When available, Choose Client(s) To Share allows you to select multiple clients and recipients in one action.
Troubleshooting
Cannot find Shared Client Manager: Confirm you are using an independent advisor account rather than a Workspace account.
Advisor cannot be found: Verify that the email address and Advisor ID match the recipient's Advisor Profile.
Recipient cannot edit the client: Review the permissions assigned to the sharing arrangement.
Cannot share a client: Confirm you are the owner of the client plan. Advisors who received a client through an existing sharing arrangement cannot share that client with another advisor.
If sharing continues to fail, contact Planworth Support with the relevant advisor information and a description of the issue.