Switch Tenants

Learn how to quickly switch between customer tenants in your MSP environment to manage multiple customer environments from a single interface.

Overview

The tenant switching functionality allows MSPs to seamlessly move between different customer environments without losing context or requiring separate logins. This streamlines your workflow when managing multiple customer tenants.

How to Switch Tenants

Step 1: Navigate to Customer Settings

1. Access your MSP home tenant

   • Ensure you're logged into your primary MSP account
   • Navigate to the main dashboard

2. Go to Customer Settings

   • Click on Customer Settings in your MSP account menu
   • This displays all your managed customer tenants

Step 2: Select Target Tenant

1. Locate the customer tenant

   • Browse through your list of managed customer tenants
   • Find the tenant you want to switch to

2. Access tenant actions

   • Click on the Actions button in the tenant row
   • This opens the available actions for that specific tenant

Step 3: Switch to Tenant

1. Click "Select Tenant"

   • From the actions menu, click Select Tenant
   • The system will initiate the tenant switch process

2. Automatic context switch

   • The interface automatically updates to show the selected tenant
   • All subsequent operations will be performed in the selected tenant context

What Happens During Tenant Switch

Authentication Context

• GDAP authentication is applied for the selected tenant
• Delegated permissions are activated automatically
• User context is maintained throughout the switch

Interface Updates

• Tenant indicator shows current active tenant
• Data context switches to the selected tenant
• Navigation menus reflect tenant-specific options

Permission Application

• Role-based access is applied based on GDAP configuration
• Scope limitations are enforced automatically
• Audit trail records the tenant switch activity

Current Tenant Indicator

After switching tenants, you can identify your current context through:

• Tenant name displayed in the interface header
• Tenant-specific branding if configured
• Context indicators throughout the interface
• Breadcrumb navigation showing current tenant

Best Practices

Before Switching

• Complete current operations in the active tenant
• Save any pending changes to avoid data loss
• Note the target tenant to ensure correct selection

During Operations

• Verify tenant context before making changes
• Use tenant indicators to confirm active environment
• Be mindful of cross-tenant operations

Security Considerations

• Verify permissions in the new tenant context
• Check GDAP status if access issues occur
• Log out completely when finishing work

Switching Back to Home Tenant

To return to your MSP home tenant:

1. Access Customer Settings again
2. Look for "Home Tenant" option in the interface
3. Click to return to your primary MSP context

Or use the tenant selector if available in the main navigation.

Troubleshooting

Cannot Switch to Tenant

Possible causes:

• GDAP relationship expired or revoked
• Customer disabled delegated access
• Network connectivity issues

Solutions:

• Check GDAP status in Partner Center
• Contact customer to verify permissions
• Refresh the page and try again

Tenant Not Responding

Possible causes:

• Tenant-specific service issues
• GDAP permission synchronization delay
• Network or authentication problems

Solutions:

• Wait a few minutes and retry
• Check Microsoft service health
• Verify internet connectivity

Wrong Tenant Context

If you're in the wrong tenant:

• Immediately stop any operations
• Switch to the correct tenant using the same process
• Verify current context before proceeding

Keyboard Shortcuts

Some common shortcuts to improve efficiency:

• Quick tenant search - Use search functionality in customer settings
• Recently accessed - Some interfaces show recently accessed tenants
• Favorites - Mark frequently accessed tenants for quick access

Related Documentation

• Add Tenant
• Multi-Tenant Overview
• GDAP Management
• MSP Best Practices