Consultant Workbench overview
Manage a whole portfolio of client workspaces from one place, with the clients that need attention surfaced first.
Being invited to a client
How a consultant gets access - a client adds your email to their workspace with a role, and that workspace then appears in your workbench.
Managing clients
Work across a portfolio of client workspaces - switch in, do the work, return - and understand how consultant billing fits together.