Change client levels

  1. Go to Administration.
  2. Go to the Units tab.
  3. Select ✅ a client or multiple clients.
  4. Click Actions > Change client level.
  5. In the Change client level dialog, select client level from the list. NOTE: You can see which clients you selected by clicking the blue text.

WARNING: By upgrading the client level, there may be an additional cost to your subscription. By downgrading the client level, there might be reports that are removed, report packages that will have their reports removed as well as Publisher jobs that will lose their reports. For more information about the client level, see User and client level.

6. Click Confirm. The client level(s) for the selected client(s) is now changed.

NOTE: If you accidentally downgraded a client to the Start level, you can get the removed reports back if you upgrade the client within ten days.

Last modified August 2, 2024