---
title: View a workspace as your client | Mortgage Clarity Help Center
description: Preview exactly what your client sees, without using an invite.
url: https://www.mortgageclarityplatform.com/help/clients-workspaces/view-as-client
site: Mortgage Clarity
updated: 2026-09-01
---

## 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.
    

## Related articles

[Invite a client to their workspace

Send the invite email and understand how clients sign in.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/invite-client)["Couldn't load this client's workspace"

The three variants of the workspace error screen and what each one means.

](https://www.mortgageclarityplatform.com/help/troubleshooting/workspace-error-screen)

[PreviousInvite a client to their workspace](https://www.mortgageclarityplatform.com/help/clients-workspaces/invite-client)[Next Client types](https://www.mortgageclarityplatform.com/help/clients-workspaces/client-types)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.