Switch to a specific client

Where: Broker view or any client view.

From the broker view:

1. Open the Clients tab.
2. Click the client name you want to open.

From inside a client:

1. Click the client-name dropdown at the top of the screen.
2. Select the client you want to switch to.

Both routes take you into the selected client’s settings. The left sidebar changes to show that client’s configuration sections.

Related: Navigate the broker view · Fill in a customer profile