Adding an Entity

01

Log In

Log in using a Super Admin Tier 1 role.

Note: Adding an entity is only available to the Super Admin Tier 1 role.

02

Navigate to the "Entities" Section

• From Menu Navigation, click your name, "My Organization," "Add New Entity," and then "Entities."
• If you're logging in as a Super Admin Tier 1 - follow the steps above and then click the "Entities" tab.
• Select the tier number of the entity you want to add entities.

03

Add Entity

• Click "Add Another Tier (#) Entity". Note: Add at least one of the previous Tier entities before adding the next Tier entities.
• Complete the required fields (marked by an asterisk).
• Click "Save Tier Entity".

By default, Main Contacts added at the Tier 2-4 entity level will be added as an ‘Administrator’ role.

Note: If the Main Contact is a new user, the user will receive an email notification with the accept invite link to set up a password.