Add or Disable an Entity

Add an Entity

To add an entity:

1. Go to Config > Company Management > Add New Entity.

2. If prompted, select the region > Create new Entity. (The Region popup window won’t appear if you only have one region enabled in your portal.)

3. Enter the relevant details. Fields marked with a yellow star next to them are mandatory and must be completed. 

4. If you want to enable it straight away, tick the 'Enabled' checkbox.

5. Click Save.

You can enter other entity information in each tab when first setting up the entity, or come back to it later to complete. To access an entity, go to Config > Company Management and click on the entity name.

Disabling an Entity

Once an entity has been added, it can’t be deleted. If the entity is no longer active, the wrong region was chosen, or the entity was added by mistake, you will need to disable it. 

To disable an entity:

1. Go to Config > Company Management > select the entity > Entity Details.

2. Untick the ‘Enabled’ checkbox.

3. Click Save.

You are not able to delete or disable the default entity for your portal. Once you have added your default entity, it cannot be changed.