Use Clients to choose the client that Tools uses when opening other apps.
Before you begin
Sign in to DigiTrade Hub as an implementer.
Confirm that the client already exists in your Clients list.
Steps
In the left navigation, select Clients. The clients table loads, showing the clients you manage.
Find the row for the client you want to make active.
In that row, select the radio button. The radio button fills to indicate that the client is active.
Result
The client's name appears in the Hub header, confirming that it is the active client. Opening Tools works in the context of that client.
If something goes wrong
If the header still shows the previous client, refresh the page and check that the intended client's radio button is filled.
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