Setup Entities Report
Search "Setup" in the search bar
Click on the Setup Entities icon
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.
To delete/hide a client you can tick the checkbox.
Here you can change the Partner allocated to the client
You can change the Admin staff member allocated to the client
You can change the entity of the client as required
Once you have made the necessary changes click on save at the bottom
Click on the Setup Entities icon
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.
To delete/hide a client you can tick the checkbox.
Here you can change the Partner allocated to the client
You can change the Admin staff member allocated to the client
You can change the entity of the client as required
Once you have made the necessary changes click on save at the bottom
Updated on: 09/05/2025
Thank you!