---
title: "Switch Clients and Manage Client Data from the App Launcher"
slug: "switch-clients-and-manage-client-data-from-the-app-launcher"
updated: 2026-07-17T17:33:58Z
published: 2026-07-17T17:33:58Z
canonical: "help.csgi.com/switch-clients-and-manage-client-data-from-the-app-launcher"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Switch Clients and Manage Client Data from the App Launcher

This section explains how to use the App Launcher (top-menu client selector) to switch between clients and sub-clients, manage users, teams, and configurations.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A30%3A53Z&se=2026-10-26T14%3A30%3A53Z&sr=c&sp=r&sig=2DTxiEeuT1%2FKRGvltUvwXocSKsMndswKWYaZHMvybXE%3D)
> 
> Client Admin assignment is not performed in the front-end by default users. It is part of backend onboarding and configuration. Once assigned, the UI reflects the access with client + sub-client visibility and admin capabilities.

- Navigate to the **top-left corner** of the Studio page
- Click the **App Launcher** (waffle) icon
- A dropdown panel opens below the icon. The panel includes:
  - Active **Client Name**
    - Example: Client 1
  - **Account ID**
    - Example: 100
  - **Account Details**
  - **Switch Account**- List of Clients/ Sub-clients (Scrollable)
  - **Logout**

![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/image-1784120816388.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A30%3A53Z&se=2026-10-26T14%3A30%3A53Z&sr=c&sp=r&sig=2DTxiEeuT1%2FKRGvltUvwXocSKsMndswKWYaZHMvybXE%3D)

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A30%3A53Z&se=2026-10-26T14%3A30%3A53Z&sr=c&sp=r&sig=2DTxiEeuT1%2FKRGvltUvwXocSKsMndswKWYaZHMvybXE%3D)
> 
> A ***Client*** represents an organization (example: Client 1).
> 
> A ***Sub-client*** represents business units under the client (example: Category 1, Category 2)

The App Launcher (top-left) is now the primary entry point for client switching. What you see depends on the role assigned to you. Client admins and non-admin users do not see the same menu.

- CSG Admins/ Client admins may see an expanded sub-client menu, like the example above.
- A client admin has access to more than one sub-client and can move between them.
- Non-admin users, such as editors, will not see that expanded admin view. Instead, they will see a simpler list of available clients and sub-clients. **For example**- The user has access to Sub-clients (Category 1, Category 2 and Category 3) shown in the captured screen below.

![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/subclients.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A30%3A53Z&se=2026-10-26T14%3A30%3A53Z&sr=c&sp=r&sig=2DTxiEeuT1%2FKRGvltUvwXocSKsMndswKWYaZHMvybXE%3D)

| **Role** | **Visible Options** |
| --- | --- |
| Client Admin | Client(s) + all sub-clients (expandable via arrow) |
| CSG Admin | Multiple clients across the system |
| Non-admin user | Assigned sub-client(s) only |

## Switch Account by Selecting a Client or Sub-client from the App Launcher

- Navigate to **Switch Account** in the App Launcher.
- It contains a scrollable list of selectable accounts.

**For example**: The visible Client list includes: Client 1, Client 2, Client 3…
- Some entries include a right-facing arrow ( > ) indicating additional levels (**sub-clients**) are available.

![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Client admin assignment(2).gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A30%3A53Z&se=2026-10-26T14%3A30%3A53Z&sr=c&sp=r&sig=2DTxiEeuT1%2FKRGvltUvwXocSKsMndswKWYaZHMvybXE%3D)

- If all sub-clients are visible, you have **Client Admin** access.
- If only one sub-client is visible, you are a non-admin user.
- To switch between Clients/ Sub-clients select the Client/ Sub-client.
- The application updates to the selected context and data refreshes based on selected Client/ Sub-client.

**For example**- The CSG admin switches from a Lexar sub-client **Retail** to another Lexar Sub-client **Telecommunications.**

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A30%3A53Z&se=2026-10-26T14%3A30%3A53Z&sr=c&sp=r&sig=2DTxiEeuT1%2FKRGvltUvwXocSKsMndswKWYaZHMvybXE%3D)
> 
> You can switch between allowed Clients/ Sub-clients at any time.

Once Client Admin access is confirmed, you can perform the following Administrative Functions for the Client/ Sub-client assigned to you:

- Invite and Manage Users by navigating to **User Management.**
- Manage Teams by navigating to **Teams.**
- Manage Templates from the **Template** section.
- Mapping Variables and its customizations from **Variable Management** section.

## Client Switching Behavior

Client Switching is disabled in administrative pages. You cannot switch clients when you are inside administrative sections such as:

- Teams
- User Management
- Variable management
- Any other administrative or configuration pages

### Switching Clients After Visiting Admin Pages

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A30%3A53Z&se=2026-10-26T14%3A30%3A53Z&sr=c&sp=r&sig=2DTxiEeuT1%2FKRGvltUvwXocSKsMndswKWYaZHMvybXE%3D)
> 
> Administrative pages always operate within a single client context. Client switching is intentionally limited to Studio.

- Click to return to **Studio** view.
- Click the **App Launcher** (waffle) icon
- Navigate to **Switch Account** in the App Launcher.
- Select a new client from the list of clients/sub-clients.