Updating or Adding a Main Contact

01

Log In

Log into the Praesidium Assessment Tool as a Super Admin Tier 1 or an Administrator.

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 then click the "Entities" tab.
• Select the tier number of the entity you wish to edit.

03

For an Existing Entity

• Locate the entity in the entity grid and click the three dots (...) on the far left
• Update the "Main Contact" fields as necessary - If you are updating a Main Contact that no longer needs access to the system, you will also need to deactivate their User account.
• Click "Save Tier Entity"

By default, Main Contacts updated at the Tier 2-4 entity levels will be added as an "administrator" automatically.

04

For a New Entity

• Click "Add Another Tier Entity"
• Complete the required fields as marked by an asterisk (*) - If you are updating a Main Contact that no longer needs access to the system, you will also need to deactivate their User account.
• Click "Save Tier Entity"

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

By default, Main Contacts updated at the Tier 2-4 entity levels will be added as an "administrator" automatically.

05

For a Tier 1 Entity

• Click the entity name
• Click "Select Entity" - this should unselect the entity
• Click the role name next to the entity
• Click "Select Role" - this should unselect the role
• Click "Save User"

If the entity/role you are removing is the Primary Entity, please be sure to select an existing entity/role as the new Primary.