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Click "Entities" on the left-hand navigation.
Click the "+ Add Entity" button.
Complete the required fields.
Save your changes.
Note: Only ‘Admin' users are able to add an entity. If you are a general user, you will need to contact your firm’s admin user to add the entity.
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🔖 Instructions: from the Group
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4. Complete the required fields.
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5. Save your changes.
Note: Only ‘Admin' users are able to add an entity. If you are a general user, you will need to contact your firm’s admin user to add the entity.
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