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  3. Managing Your Entities

Managing Your Entities

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  • Request a Vendor Button - Manage Entities
  • Searching for and locating entities.
  • Adding an existing user to an entity as a responder.
  • Adding a primary responder to an entity.
  • Deleting an entity.
  • Viewing entities as a list.
  • Adding documents to entities.
  • Adding documents to contracts.
  • Adding new entities.
  • Adding a new contract to an entity.
  • Viewing and downloading documents uploaded by an entity.
  • Using the entities dropdown menu.
  • Organising and Re-Organising Entities.
  • Editing an entity's name and other identifying details.
  • Downloading a full risk report for an entity.
  • Deactivating or reactivating an entity.
  • Creating new statuses for entities.
  • Creating new entity types
  • Creating new categories for entities.
  • Checking if an entity has completed a survey.
  • Checking an entity's submissions and risks.
  • Changing an entity's status.
  • Adding entities to categories.
US: 1-877-318-7876 | UK: 01256 639 450