Editing an Entity

01

Log In

Log in using a Super Admin Tier 1 or Administrator account with the My Organization: Edit permission.

02

Navigate to the "Entities" Section

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

03

Update Fields

• Locate the entity in the entity grid and click the three dots (...) on the far left
• Update the fields as necessary.
• Administrator Role: By default, Main Contacts updated at the Tier 2-4 entity level will be added as an “Administrator” role.
• Click "Save Tier Entity".

If you are updating a Main Contact that no longer needs access to the system, you will also need to deactivate their User account.

04

For a Tier 1 Entity

Editing an entity is only available to the Super Admin Tier 1 Role.

• From Menu Navigation, click your name, "My Organization," "Edit Organization Info" and then "Organization Info" tab.
• Update the fields as necessary.
• Click "Save".

Note: Once the fields are updated under the Organization Info tab, the Tier 1 entity fields will auto-update. If the additional greyed out fields need to be updated, contact Praesidium.