Entities Overview
Entity Management

Updated:

The Entities tab is the starting place for working with legal entities. It is your corporate registry.

Editor users may view, add and update entity records at Entities (Reader users have view-only access). You may search for records via the search bar. Click Add to create a new record. Click on an entity’s Legal Name to view and/or update the record. Click on the Last Updated date to view the history of the record.