/
How Do I Add an Entity?

​Emoji :bookmark: Instructions: from the Left Navigation

  1. Click "Entities" on the left-hand navigation.

  2. Click the "+ Add Entity" button.

  3. Complete the required fields.

  4. 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.

​Emoji :bookmark: Instructions: from the Group

  1. Click "Groups" on the left-hand navigation.

  2. Click on the group of the entity.

  3. 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.


​Emoji :video_camera: Video Resource

https://www.loom.com/share/7ff8e6fcbeec442ea26f144f93462999?sid=cd13b86f-f468-413d-8671-24045b37bbe8

​Emoji :books: Related Resources

Filter by label (Content by label)