Clients see selected Changes through a visible Guide. The advisor Changes workspace and Insights remain advisor-only.
Add Changes to a Guide
Open the client and select Guides.
Choose the intended Guide and select Edit guide.
Add the Changes component where the client should move from analysis to action.
Open the component settings and select or order the intended non-hidden categories and available statuses.
Use the applicable client-Guide save action, then preview the result.
Control category presentation
A hidden category is excluded from every Changes Guide component. Guide settings can further select or reorder the remaining non-hidden categories, but cannot restore a hidden category.
If a category is missing, open the client Changes page, select Show hidden, and unhide it before trying to include it in the Guide.
Write client-ready Changes
Each visible Change should explain what should change, the account or decision involved, why it matters, the target or timing, and the next action. Remove internal shorthand and unsupported certainty.
What clients can complete
Clients can select Mark change done for a visible Change directly in the Guide. Completion updates the underlying Change, so write it as an outcome the client can recognize and confirm.
Client-assigned Tasks appear under My Tasks and can also be displayed through a Guide's Tasks component. The Task checkbox in the Guide is read-only; clients complete or reopen the Task from My Tasks.
Preview client visibility
Before delivery:
confirm the correct Guide is selected;
confirm it is visible and, when appropriate, the Client default;
read every Change as the client;
verify the categories and statuses;
confirm no internal note or recommendation appears; and
verify client Tasks separately under My Tasks.
If a recommendation changes, update it in the advisor Changes workspace and preview the Guide again.