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How to create and set up an Entity
How to create and set up an Entity

Create an entity and set up entity information

Updated over 6 months ago

Entity information

Here you can update the settings for the entity and its sub-entities. Add essential company information such as address and URL to your website - it will be used in your email signature.

  • See your plan and the number of seats

  • Set company information

    • Entity name

    • Entity ID

    • Zip code

    • City

    • Business Registration Number

    • Email

    • Company name

    • Street address

    • State

    • Country

    • Website

  • Set regional settings

    • Country

    • Timezone

    • Currency

    • Data center

    • Language

    • App mode

      • Sales

      • Business

How to create a new Entity

  1. Click on Add new entity

  2. Fill in your company information

  3. Click on Continue

  4. Done!

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