PackMyApp Documentation

Customer Workspace And Switching

Manage multiple customers where your plan allows it and move safely between workspaces.

Settings And Tenants Audience: Customer Access: Tier dependent

Customer Workspace And Switching

Prerequisites

  • Your plan includes multi-customer workflow (Tier MVP, Tier 2, or Tier 3).
  • You have at least one linked customer/tenant context.
  • You are signed in with the correct Microsoft account for tenant linking.

What Is Customer Workspace?

The Customer Workspace panel in Settings shows all customers linked to your PackMyApp account, the Microsoft tenant associated with each, and the currently active context. This is your primary place to add customers, review tenant linkage, and clean up stale entries.

Click Path

  1. Open Settings and click Customer Workspace in the left menu.
  2. Review the currently active customer — shown at the top or highlighted in the list.
  3. Review all linked tenant cards. For each card, check: - Customer name - Linked Microsoft tenant name/domain - Tenant link state (active, stale, or disconnected)
  4. To switch active customer: click the intended customer card or its Set active control.
  5. To add a new customer context: use the add/link option and follow the Microsoft consent flow for the new tenant.
  6. To remove a stale tenant entry: click the remove control on the card. Only remove entries you are certain are no longer needed.
  7. After any switch or change, confirm the active customer label updates in the topbar.
  8. Run Settings > Health and Settings > Tenant Connection to confirm the new active context is healthy before continuing.

Expected Result

  • Active workspace reflects the intended customer.
  • Tenant cards show accurate link state.
  • Subsequent App and Updates actions target the confirmed customer/tenant.

Desktop Reference

The desktop Customer Workspace view shows the plan summary, linked-tenant count, current tenant state, and tenant cards in one wide settings panel.

Caution: Removing Tenant Entries

  • Removing a tenant entry from Customer Workspace is permanent within the session — the link must be re-established manually.
  • Do not remove an entry if you are unsure which customer it belongs to.
  • If you accidentally remove the active tenant, use Tenant Connection to reconnect.

If It Fails

  1. If Customer Workspace does not appear in Settings, verify your tier supports multi-customer workflows.
  2. If a switch does not reflect in the topbar, use the topbar Customer switcher as an alternative.
  3. If a tenant shows as stale after switch, use Tenant Connection to reconnect.
  4. If you removed a tenant entry unintentionally, reconnect via Tenant Connection immediately.

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