Hand over this workspace
- This workspace is for
- A client you advise. You are recorded on it as the client’s outside consultant, as chosen when the workspace was created.
- So at handover
- The client claims the workspace, and you keep a read-only copy.
- Who can claim it
- An administrator at nebula-mutual.example, the domain on the client’s profile, signing in with the client’s own identity provider
Prototype states
What moves to the client
- The register, every version and its reasons
- Findings, drafts and filled templates
- The readiness position
- The regime profile
- Files and the connected repository, with every hash and commit
- The assistant log
What stays with you
- A read-only copy as of the handover date: entries, versions, findings, drafts and the readiness position
- Each file’s name and hash, not the file itself
- Nothing you can change: the copy is read-only
Your assistant’s access to this workspace ends at the claim.
What happens next
- The administrator receives one email with a claim link, and signs in with the client’s own identity provider.
- Until the claim, the workspace is read-only for you. The link stays open 14 days, and you can take the handover back until it is claimed.
- After the claim, the client pays for its own tenant. Your subscription is unchanged.
- The client may then invite you back as an adviser, under its own sign-in.
Learn more about handing over
Handing over asks for the administrator’s address and a fresh sign-in code.
- Handed over
2026-10-16 10:05 CT, Practitioner, Northline Advisory, to ciso@nebula-mutual.example
- Administrator’s claim
In progress. The CISO signs in with Microsoft Entra and accepts the workspace. The claim link stays open until 2026-10-30. See the claim screen
- Adviser invitation
After the claim, the client can invite you back as an adviser, logged in its audit log. See the invitation email
The client claimed the workspace on 2026-10-17. You hold a read-only copy as of the handover date, 2026-10-16, and an adviser invitation is waiting.
- This workspace is for
- The institution you work for, as chosen when it was created
- So at handover
- It moves. Everything goes to your institution’s tenant, files included, and you keep no copy.
- Nobody can take the workspace from you: your institution’s tenant receives it only when you hand it over and its administrator accepts.
- The invitation goes to the same work address. On your first sign-in through your institution, your practitioner identity is linked, so your name stays on every entry you wrote.
- Your practitioner account continues for your other workspaces, or you close it.
The handover itself is the same: the administrator’s address, a fresh sign-in code, and a read-only copy for you after the claim.
This client: the handover is not drawn in this prototype
Learn more about this prototype's scope
The prototype draws Nebula Mutual’s records in full. For this client, the Clients page shows its profile, its systems and what is open.