How to switch clients safely

Change the operational context without acting on the wrong client.

5 minutes read

Updated Jul 16, 2026

Reviewed Jul 16, 2026

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Before you begin

Access to at least two clients in the active Workspace to perform a switch. With only one client, this guide still helps you recognize the selector.
Cancel or complete forms in progress before switching.

Expected result

You will switch the operational context and confirm the selected client before any action that can change data.

Before you start

The client selection may remain saved across pages, sessions, and devices. In Campaigns, switching can also start a new provider read and update local data.

Requirements

Access to at least two clients in the active Workspace to perform a switch. With only one client, this guide still helps you recognize the selector.
The correct Workspace is selected.
No important form is left incomplete.

Permissions

Every role can switch among clients they can access. Owners and Admins see all clients. Members and Viewers see only assigned clients.

Steps

Complete or cancel any open form.
Confirm the active Workspace.
Open the operational area you need.
Open the client selector, identified by the current client or Select a client.
Choose the destination client.
Wait for the area to update.
Check the client name again before creating, editing, pausing, activating, adjusting a budget, or deleting.

Open client selector on the Campaigns page with Cliente de Testes selected. — The real selector shows only the clients the person can access; in this capture, only Cliente de Testes is available. Open the selector at the top of the page to check the current client and the options allowed by your access.

This image identifies the real selector on the Campaigns page. Because only Cliente de Testes is accessible in this capture, the current option is repeated and there is no client switch to demonstrate.

Validation

Choosing an item switches the selector to the destination client immediately. There is no separate confirmation button. The page data should match the selected client. In Campaigns, earlier row selections are cleared and the context may be reflected in the URL.

Troubleshooting

If the client is missing, review the Workspace and your assignment.
If the page shows unexpected data, stop and check the client and date range.
If the previous client is no longer accessible, Agencify may select the first available client.

Limits and safeguards

There is no confirmed global safeguard that blocks switching while an unsaved form is open. The selector's location varies by area. Switching clients does not change a campaign by itself, but it can start provider reads and local synchronization in Campaigns.

How Agencify works.
How to create your first client.
What Agencify reads, syncs, and changes.

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