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Adding an Entity

Adding an Entity

Adding an entity to an Existing Client

If you need to add a new entity to an existing client, go to All Clients on the Overview page.

Use the Client Search box to find the existing client.

Click the actions icon on the right side of the client, and select Add Entity

Fill out the information about the new entity and click Add Entity. That's it!

Adding an entity to an Existing Client

If you need to add a new entity to an existing client, go to All Clients on the Overview page.

Use the Client Search box to find the existing client.

Click the actions icon on the right side of the client, and select Add Entity

Fill out the information about the new entity and click Add Entity. That's it!

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