{"title":"Create new group","url":"https://docs.vismasoftware.no/onestopreporting/administration/administration/units/create-new-subgroups/","link":"/onestopreporting/administration/administration/units/create-new-subgroups/","description":"Create groups and subgroups to organize your entities for better overview and automated user access management.","content":"\u003cp\u003eYou can create groups and subgroups to organize your clients. Creating groups is a good way for larger organizations, such as accounting firms, to organize their customers.\u003c/p\u003e\n\u003cp\u003eTo create a new group:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eAdministration\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eAt the top/customer or group level, click the \u003cstrong\u003eUnits\u003c/strong\u003e tab. \u003cstrong\u003eNOTE:\u003c/strong\u003e When you are at the group level, you create sub-groups.\u003c/li\u003e\n\u003cli\u003eClick the button with \u003cstrong\u003ethree dots \u0026hellip;\u003c/strong\u003e on the top right corner of the screen\n\u0026gt; \u003cstrong\u003eAdd group\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eAdd group\u003c/strong\u003e dialog box, enter a name for the group.\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eConfirm\u003c/strong\u003e button.\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"add-clients-to-the-group\" class=\"group\"\u003eAdd clients to the group\u003ca class=\"prose-heading-self-link\" href=\"#add-clients-to-the-group\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eAdministration\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eAt the top/customer, group, or client level, click the \u003cstrong\u003eUnits\u003c/strong\u003e tab.\u003c/li\u003e\n\u003cli\u003eSelect the client you want to move. \u003cstrong\u003eNOTE:\u003c/strong\u003e You can only move one client at a time.\u003c/li\u003e\n\u003cli\u003eClick the button with \u003cstrong\u003ethree dots \u0026hellip;\u003c/strong\u003e on the top right corner of the screen\n\u0026gt; \u003cstrong\u003eMove client\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eMove\u003c/strong\u003e... dialog box, select the group from the list and click \u003cstrong\u003eChange\u003c/strong\u003e. The client is moved to the group, and the group users in the destination group will automatically be added as client users in the client you moved to.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eIf you move a client from one group to another, the group users from the original group are removed from the client.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n","children":[]}