/onestopreporting/help/management/units section 2025-06-25T09:21:53+02:00 # Manage clients and units Clients are managed in **Administration** on the **Units** tab. Tasks you can perform on the **Units** tab: /onestopreporting/help/management/units/create-a-new-tenant page 2026-01-16T14:27:01+01:00 # Create a new client > [!TIP] > A *client* is a separate portal environment. You can think of it as a separate portal, where only added users have access. 1. Click **Administration**. 2. At the top level (your company), or at the group level, go to the **Units** tab. 3. Click the button with **three dots ...** on the top right corner of the screen\> **Add client**. 4. In the **New client** dialog box, fill in these fields: - - **Name** - **Description** (optional) - **Level** ([Start, Smart or Complete](../../users/user-types-and-licenses)) - **Integration** (accounting system) 5\. Click **Create**. The client is added. You can add as many clients as you need. 6\. Click **Close** when you are done creating the clients you need. To go to the new client, click your user name button in the upper right corner, mouse over **Clients**, and click the client. If you have more than one customer (top level), you must select the appropriate **Customer** from the list to see the underlying clients. > [!IMPORTANT] > When you create a connection to your accounting system, make sure you are in the appropriate client. /onestopreporting/help/management/units/change-client-levels page 2026-01-16T14:27:01+01:00 # Change client levels 1. Go to **Administration**. 2. Go to the **Units** tab. 3. Select ✅ a client or multiple clients. 4. Click the button with **three dots ...** on the top right corner of the screen\> **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](./../../users/user-types-and-licenses). 6\. Click **Confirm**. The client level(s) for the selected client(s) is now changed. > [!TIP] > 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. /onestopreporting/help/management/units/delete-clients page 2026-01-16T14:27:01+01:00 # Delete clients > [!CAUTION] > Deleting a client is an irreversible operation, and you cannot undo the deletion. If you delete a client, all data related to the client will be erased. 1. Go to **Administration**. 2. Go to the **Units** tab. 3. Select ✅ a client or multiple clients. 4. Click the button with **three dots ...** on the top right corner of the screen\> **Delete clients**. 5. In the **Delete clients** dialog, enter the name of the first client to confirm the deletion. 6. Click **Delete**. > [!TIP] > You can see which clients you selected by clicking the blue text. /onestopreporting/help/management/units/move-client page 2026-01-16T14:27:01+01:00 # Move client You can move a client to another group or customer level. 1. Go to **Administration**. 2. Go to the **Units** tab. 3. Select ✅ a client. **NOTE**: You can only select one client. 4. Click the button with **three dots ...** on the top right corner of the screen \> **Move client**. 5. In the list, select the location where you want to move the client. > [!NOTE] > Only groups/customer you have access to are available in the selection. Users will keep the access to the client if it was direct access, but if it was inherited access from the group, the access will be removed. Click **Change**. The client has now been moved. /onestopreporting/help/management/units/create-new-subgroups page 2026-01-16T14:27:01+01:00 # Create new group You 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. To create a new group: 1. Click **Administration**. 2. At the top/customer or group level, click the **Units** tab. **NOTE:** When you are at the group level, you create sub-groups. 3. Click the button with **three dots ...** on the top right corner of the screen \> **Add group**. 4. In the **Add group** dialog box, enter a name for the group. 5. Click the **Confirm** button. ### Add clients to the group 1. Click **Administration**. 2. At the top/customer, group, or client level, click the **Units** tab. 3. Select the client you want to move. **NOTE:** You can only move one client at a time. 4. Click the button with **three dots ...** on the top right corner of the screen \> **Move client**. 5. In the **Move**\... dialog box, select the group from the list and click **Change**. 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. > [!IMPORTANT] > If you move a client from one group to another, the group users from the original group are removed from the client. /onestopreporting/help/management/units/delete-group page 2026-01-16T14:27:01+01:00 # Delete group 1. Go to **Administration**. 2. Go to the **Units** tab. 3. Select ✅ a group or multiple groups. 4. Click the button with **three dots ...** on the top right corner of the screen \> **Delete groups**. > [!NOTE] > If a group contains content, you cannot delete it. Remove group content such as subgroups, clients, users, and distributed reports first.