Switch into a client account
Open a licensed client's books in the main app, without a second password.
Navigate to: partners.trabalance.com/clients → Switch to this account on a licensed client
The action appears on a card only when the client type is Licensed and the status is active. Referred clients never have it — you have no user inside their business.
The switch is checked against your own client links. Asking for a business that is not a licensed client of yours is refused outright.
Your partner tab stays where it is. The client's books open in the other one.
What you can do in there
Whatever the Administrator role in that business allows. You were added as an Administrator when the business was registered — not as its Super Administrator, which is the owner.
| You are | A user inside that business, under your own partner email. |
| Your role | Administrator. |
| What is logged | The switch is recorded on your partner activity, and everything you then do is recorded in that business's own activity log under your name. |
| Going back | Return to the partner tab. Nothing about your partner session changed. |
You are not acting as the owner. You are yourself, with a real user account in their business, and the audit trail says so. If the owner removes that user, the switch stops working.