Running your own stack and your clients' together

What you get

One account doing both jobs — your firm's software and your clients' — without confusing them.

Which workspace am I in

My Business in the sidebar with no client name in the top bar: your own organisation. A client's name in the top bar with a cross beside it: that client's organisation. My Practice — Practice Overview, Clients, Cost Savings — is the layer above both.

If a number ever looks unfamiliar, check the top bar first. See The three workspaces — it is the single idea that makes everything else make sense.

What is shared — and what stays scoped

Your practice-level experience gives you the common navigation and portfolio layer you use to move between organisations. Some practice-level settings, such as your branding, are configured centrally.

Organisation data stays with the organisation it belongs to. Apps, spend, renewals, people, budgets, surveys and organisation-specific integrations should be read in the context of the workspace you are in. Your firm's app list is not your client's app list, and a finding for one organisation should not be treated as a finding for another.

The order to do things in

Set up your own organisation first. It is smaller, you already know the answers, and it is the cheapest place to learn what every screen means before you use it on a client.

Then bring clients in from your accounting connection — see Map your client organisations after connecting — and work the portfolio from My Practice.

The advantage nobody mentions

Running it on yourself first means you can answer a client's questions from experience. "What does this screen do?" is easier when you did it last week.

What you've unlocked

Both jobs, one account. Next: Your monthly 15 minutes in Playbooks