how to manage entities

The Entities tool allows admins to create, update, and manage the legal and organizational entities that belong to the firm’s account.

This article explains how to create new entities, edit existing ones, and deactivate entities when they are no longer in use.

how to create a new entity

To create a new entity, follow these steps:

1. Click + NEW ENTITY.
2. Enter the Legal Name.
3. (Optional) Enter additional information:

Trade Name
Registration Number
Email
Primary Mobile Phone
Addresses
Tags

4. Click CREATE.
The new entity will appear in the entities table.

how to edit an entity

To edit an existing entity, follow these steps:

1. In the Legal Name column, locate an entity to edit.
2. Click the entity name.
The New Entity editor opens.
3. Update any of the fields.
4. Click SAVE.
The changes are applied immediately and reflected in the entities table.

how to deactivate an entity

To deactivate an active entity, follow these steps:

1. In the Legal Name column, locate an entity to deactivate.
2. Click the entity name.
The New Entity editor opens.
3. Click DEACTIVATE.
4. In the pop-up message, click YES, DEACTIVATE ENTITY.
The entity will be hidden from the entities table and will no longer be available for active use.

how to activate an entity

To activate a deactivated entity, follow these steps:

1. Click on the filter button.
2. In Column select Active.
3. In Operator select is.
4. In Value enter No.
5. In the Legal Name column, click the entity name.
The Entity editor opens.
6. Click REACTIVATE.
7. In the pop-up message, click YES, REACTIVATE ENTITY.
The entity will appear on the entities table.