Overview
CMDB is client-scoped: nearly every page — config items, passwords, knowledge base, network, topology, licenses, warranties, contracts — belongs to a specific client, and you must pick that client before you can see or edit its data. This is a deliberate isolation boundary so one client's records can never bleed into another's. When you open CMDB you land on the client picker.
Steps
- Open CMDB. If you don't already have a client in context, you land on Pick a Client (
/cmdb/clients). - Click the client you want to work in. CMDB switches into that client's scope; the URL becomes
/cmdb/c/<client>/…and the full sidebar (Overview, Asset Management, Device Lifecycle, Documentation, Network, Security, Management, Intelligence, Education) appears. - To change clients later, click Switch Client in the Overview section of the sidebar — it returns you to the picker.
Last-Visited Convenience
CMDB remembers your last-visited client. Opening bare /cmdb takes you straight back to that client's dashboard instead of the picker, and old unscoped bookmarks (e.g. /cmdb/passwords) bounce to the same page under your last-visited client. If there's no last client, you're sent to the picker to choose one.
How To: Add a New Client
- On the picker, click New Client (or Pick a Client → New).
- Enter the client's details and save.
- You're dropped into the new client's scope, ready to add config items, passwords, and documentation.
Troubleshooting
A page says I need to pick a client. You hit a client-scoped page without a client in context (for example after a fresh login). Use the picker to select one; the page reloads in that client's scope.
I see the wrong client's data. Check the client name in the sidebar/URL and use Switch Client to move. Work stays scoped to the client you selected. If something looks cross-contaminated, report it.