Creating an Entity Contact

Entity Contacts are companies or organizations that can be associated as an Authorizing Officer or Responsible Officer for an associated organization.

To create an Entity contact:

  1. From the Navigation menu, click CONTACTS. The Contacts page is displayed.
  2. Click +ENTITY. The Create Entity pop-up window is displayed.
  3. Enter as much information pertaining to the entity as possible.
    Note: Required fields are indicated on the screen with an asterisk.
  4. You can optionally share the entity's information with an existing organization. To do this:
    1. Click SHARE WITH ORGS. The Share with Organization window is displayed.

    2. Locate and select one or more organizations.
    3. Click OK.
  5. Click SAVE. The entity is added to the system and theContacts pageis displayed. You can verify the new entity by performing a search on the Contacts page.