> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Setup Entities Report


1. Search "Setup" in the search bar

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_b8d35x.png)

2. Click on the Setup Entities icon

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_ccxfdw.png)

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.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_10s86zr.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_16s6ra2.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_iq44cl.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_yladm.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_f4k061.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_pd11xo.png)