Advisory domains are the expertise areas used in partner profiles and client onboarding (e.g. Leadership & Strategy, Operations, Technology). You manage the master list from the admin console. This guide covers it.
💡 Tip — Who can use this For platform admins, under Domains.
Quick reference
| Step | Action |
|---|---|
| 1 | Add, rename, toggle, or delete domains |
Step 1 — Manage domains
Go to Domains (Advisory Expertise Domains). You can:
- Add Domain — name and optional description.
- Rename a domain inline (on-blur saves).
- Toggle Active/Inactive — inactive domains are hidden from pickers but preserved.
- Delete a domain.
This list drives the domain pickers partners set in their profiles and clients select during onboarding.
📝 Note — Domains drive partner matching The onboarding approval suggests partners ranked by domain overlap with the client's requested areas. Keeping the domain list accurate and current directly improves those suggestions.
💡 Tip — Deactivate rather than delete If a domain is no longer used, deactivating it (rather than deleting) preserves historical data on partners and clients who selected it, while hiding it from new pickers.