How Do I Add an Entity?
- Stephanie McLean
- Lauren Pomerleau
Owned by Stephanie McLean
Instructions: from the Left Navigation
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.
Instructions: from the Group
Click "Groups" on the left-hand navigation.
Click on the group of the entity.
Click the "+ Add Entity" button.
4. Complete the required fields.
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.
Â
Video Resource
https://www.loom.com/share/7ff8e6fcbeec442ea26f144f93462999?sid=cd13b86f-f468-413d-8671-24045b37bbe8
 Related Resources
Â