Setup Entities Report

1. Search "Setup" in the search bar

2. Click on the Setup Entities icon

3. This report allows you to delete/hide a client and edit the Partner and Admin staff member of the specific client. You can also change the entity type for the client.

4. To delete/hide a client you can tick the checkbox.

5. Here you can change the Partner allocated to the client

6. You can change the Admin staff member allocated to the client

7. You can change the entity of the client as required

8. Once you have made the necessary changes click on save at the bottom

Updated on: 09/05/2025