View a workspace as your client

Open the preview

1. 1

   From the client's workspace header, press View as client. The client's portal opens in a new tab, rendered with their data and your branding.

2. 2

   Before a strategy is published the preview shows the workspace without it; publishing attaches it.

   The preview never consumes an invite or magic link, and client visit tracking ignores advisor previews.

If the preview shows an error instead

A failed preview never silently shows demo data. You get an explicit "Couldn't load this client's workspace" screen; the message tells you which of three cases you hit.

1. 3

   "Your advisor session has expired. Sign in to the advisor dashboard and try View as client again." Your login lapsed; sign back in first.

2. 4

   "This client isn't in your book. You may be signed in as a different advisor than the one who owns this client." You are signed in to an advisor account that does not own this client.

3. 5

   "Something went wrong loading the preview. Refresh to try again." A temporary failure; use Refresh or reopen the preview.