The switcher at the top of every page chooses which client you are working in. Equipment, employees, lists, documentation and files follow it.

Overview

Once you have at least one client, the top bar shows Working in and the current client, with your own company marked (your company). The sidebar heading and the line above each page title name the client too.

Open the switcher to see:

• All clients: every client at once. See All clients.
• Recent: the clients you chose most recently, shown once you have more than five, counting your own company.
• Every client: all of them, alphabetically.

Requirements

• Role: any user. Everyone in your company can move between its clients.
• Plan: MSP (the Clients feature), with clients turned on.

Steps

1. Click the switcher at the top of the page.
2. Start typing in Find a client. The list narrows as you type.
3. Click a client, or use the arrow keys and press Enter.

You return to the equipment list if you were on equipment, the employee list if you were on employees, and the home page otherwise.

Notes

Note: On a phone the switcher shows only its icon. Each page still names the client above its title.

Note: Recent keeps your last five clients, per user.

Troubleshooting

"No client matches." No client name contains what you typed. Check the spelling, or look on the Clients page.

There is no switcher. Clients are off, or you have not added a client yet.

FAQ

Can I limit a technician to some clients? No. Every user in your company can work in every client.