Navigate the broker view

Where: Log in as a consultant or admin — the broker view is the parent layer above individual clients.

1. In the broker view, open the Clients tab to see every client connected under this broker.
2. Click a client name to jump directly into that client’s settings.
3. Open the Resource management tab to access settings that apply across all clients, such as consultant user management and broker-level billing configuration.

Note

When you enter a client’s view the left sidebar updates to show that client’s configuration sections: Customer profile, Accounting, Users, Integration, Approval flow, and Nordpay.

Related: Switch to a specific client · Broker and client structure