Manage clients and units

Organize the company structure to ensure correct management of data.

Clients are managed in Administration on the Units tab.

Tasks you can perform on the Units tab:

Section Content

Create a new client

Create separate client environments to organize entities and manage user access within OneStop Reporting.

Change client levels

Update the client level to customize functionality and access for your entities.

Rename client

Update the client name to ensure the portal environment is correctly named and easy for users to identify.

Delete clients

Permanently remove clients and all associated data from OneStop Reporting when they are no longer needed.

Move client

Move clients between different groups or customer levels to organize the structure and manage user access within OneStop Reporting.

Create new group

Create groups and subgroups to organize your entities for better overview and automated user access management.

Delete group

Clean up the organizational structure by deleting groups that are no longer in use.

Last modified May 8, 2026