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 Actions > 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.
6. Click Change. The client has now been moved.