A workspace is the main environment where your Worthic data lives. Think of it as the container for a client, household, firm, or financial structure. It holds the accounts, documents, reports, settings, and users who have access to that body of information.
A reporting line sits inside a workspace. It represents a specific financial subject or reporting view within that workspace, such as a personal profile, a business, a trust, an investment entity, or a property. Reporting lines help separate financial activity so that documents, accounts, and reports can be organised around the right person, entity, or asset.
For example, one workspace might represent your personal financial universe. Inside it, you could have separate reporting lines for your household personally, your business, and a rental property. This keeps everything connected in one place while still allowing clean, focused reporting for each part of the financial picture.