How to Create a New Entity

Modified on: Fri, 16 Mar, 2018 at 10:12 AM


Step 1.  From the main menu select "Manage Entities".



Step 2.  You now see all of your existing Entities. Click the "+" button on the top-right corner to add another Entity.



Step 3.  Fill in the required Entity name and Entity type. You can also select and change the Entity colour. Once you have reviewed the information, click the save icon on the top-right corner.



You will now see the new Entity.



If you encounter a message saying you have reached your Entity limit you will have to email to upgrade your account or call 1-844-538-2858.



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