Managing Entities

Modified on: Fri, 10 Jun, 2022 at 1:56 PM

To edit, add or remove an Entity you need to go to the Entity page/ tab. You can access this page in two ways:

Via your Account Settings

  1. Clicking on the vault name on the top-right corner and select Account Settings
  2. Click on the Entity tab

or via your Documents tab

  1. All Documents tab > top-right menu > click on "Entities"

  2. A new menu will be displayed on the right. Click on "Entity Management"

Info! Your default Entity can be change but cannot be removed.

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