How to create and edit your Entity

How to create and edit your organization's account information

Updated over a week ago

Here you can update the company and regional settings for the entity.

This should be done before getting started using the account.

The entity name will be displayed under the sender's name in the email that is sent out, with a document, through GetAccept.

How to create a new Entity

  1. Click on Add new entity

  2. Fill in your company information

  3. Click on Continue

  4. Done!

Company information

Entity name

  • Enter the entity name, this is usually the company name

Entity ID

  • Here you can see your unique entity id

Zip code

City

Business registration number

Email

Company name

Street address

State

Country

Website

Domain name

  • The domain name is unique to the entity and is used with SSO login

Regional Settings

Country

  • Select the default country for the entity

Timezone

  • Select the default timezone for the entity

Currency

  • Choose what currency should be displayed for all users in the sales app mode. You can only choose one currency at a time which will affect all users.

Datacenter

  • When creating the account and choosing a country, we will automatically choose a data center connected to that country.

    We highly do not recommend changing the data center after documents have been created, as it will result in data loss.

Language

  • When choosing language it will be the default language when creating new users. This can later be changed by the user under My profile

App mode

  • When choosing app mode it will be the default setting when creating new users. This can later be changed by the user under My profile.

Did this answer your question?