Adviser Space
What it is
An Adviser Space is a workspace for external advisers who manage the companies they advise. You get a consolidated view of multiple companies, their employees, group structures, and team members — all in one place.
Who uses it
External advisers, consultants, and investment professionals who oversee multiple companies and need to track people, roles, and organizational structure across them.
What's different about it
Unlike a Company Space (which focuses on one organization), an Adviser Space lets you navigate multiple companies and their employees from a single dashboard. You can see which companies you advise, the members in each, and any group structures that organize those companies.
Key features
- Company browser — list and drill into each company you advise
- Consolidated employees — view all employees across your advised companies
- Member management — set roles and permissions for team members across your portfolio
- Group company view — if your adviser workspace contains group company structures, manage them here
- Plugin capabilities — if enabled, access Finance, Product, or Project Management features within your space
- Custom attributes — operators can add custom fields to companies or employees
- Dashboards — create dashboards showing metrics across your portfolio
Related
- Group Company Space — multi-company organizational structures
- Company Space — single organization workspace
- Spaces — overview of all space types
- Inviting Someone to Your Space — add members