To work on a client's contractors, you open the client. Their screens then appear beneath your own navigation — you don't get handed off somewhere else and you don't sign in again.
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Switch in from the portfolio
From Client Portfolios, click the switch-in button on the client's row. Only clients that have authorized you can be opened.
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Their screens open under your navigation
Their screens appear — Compliance Summary, Action Queue, Contractors and the rest — under your agency navigation. An indicator shows which client is open, so a screen full of somebody else's contractors is never ambiguous.
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Do the work
Work as you would in your own organization: add contractors, request documents, attach licences, export reports.
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Close the client
Close the client when you're done to step back out to the portfolio.
Careful
It's still you
Opening a client isn't logging in as them. The session stays yours, everything you do is recorded in that client's activity log under your name, and what you can reach is decided by the consent they granted.
Which clients you can open
Owners and admins can open any authorized client in the portfolio. A broker can open only the clients they've been assigned — see Invite brokers and assign them clients.
A pending or withdrawn client can't be opened by anyone.