> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oviond.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Group clients

> Group clients into folders to keep a large client list navigable.

A **folder** is an organizational bucket that groups clients together. Folders appear in the **Folders** popover on the Clients page so you can filter the list to a subset of clients.

Common patterns: grouping by industry (**E-commerce**, **Healthcare**), region (**North America**, **EMEA**), or team (**Account Manager — Jane**).

<Note>
  Folders are purely organizational — they don't affect permissions, billing, or reports. A client can belong to multiple folders when you assign them from the **Add client** panel or **Client Settings**.
</Note>

## Create a folder

<Steps>
  <Step title="Open the Folders popover">
    On the Clients page, open the **Folders** popover and click **Add Folder**.
  </Step>

  <Step title="Name the folder">
    Enter a **Name** (for example, **Retail Clients**).
  </Step>

  <Step title="Save">
    Click **Create**. The folder appears in the **Folders** popover, ready to receive clients.
  </Step>
</Steps>

## Assign clients to a folder

There are two ways to assign clients:

* **From the Clients list** — select one or more clients to reveal the action bar, click **Add to folder**, choose a folder in the **Move to Folder** dialog, and click **Confirm**. This replaces each selected client's folder assignment with the one you pick.
* **From a client's settings** — the **Client folder** field is a multi-select, so a single client can belong to several folders at once.

## Rename or delete a folder

In the **Folders** popover, hover a folder row to reveal the **Rename** and **Delete** icons.

* **Rename** opens the **Edit Folder** dialog; change the name and click **Save**.
* **Delete** removes the folder. Clients in that folder are **not** deleted — they're simply unassigned from it.