Edit Entities

Modified on: Wed, 30 Sep, 2020 at 11:11 AM


You can change your default Entity type from Personal to any other available options or edit any information in your Entity Summary form at any time.


Step-by-step guide:


Step 1: Click on Entities in the sub-menu

  • A right many will be displaying all the entities that you have set up

Step 2: Click on "Entity Management"


Step 3: Click on the Entity

  • You can edit the color, name and update the entity form. Once you are done with the changes click "Save"
  • If you change the Entity type you will lose any information in the summary.


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