HandshakeAgency

Switch between client accounts

Use the Viewing switcher to work in a managed client account and return to the agency dashboard.

Published August 9, 2026
1 min read
Updated August 9, 2026

Switch between client accounts

Use the Viewing switcher in the top bar to move between the accounts your agency manages.

Switch to a client

  1. Open the Viewing switcher.
  2. Select a client account.

The whole app switches to that client. Pages, data, and actions are scoped to the account you are viewing.

Check the Viewing label before you make changes so you know which client account is active.

Return to the agency dashboard

Click Agency dashboard in the top bar to leave the client view and return to your agency dashboard. From there, you can see your agency-wide information and open another client.

Access for agency team members

Agency team members see all clients managed by the agency. They can use the same Viewing switcher to move between those client accounts.