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Creating an Entity

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This article outlines how to create an Entity

Creating an Entity

After completing the following steps, the Administrator will be able to assist users in updating and creating Entities in CMO. 

  • Begin by going to the Admin Module 
  • Click on the Entities Tab in the left panel
  • Click on New

2017-10-24_ClientSuccessPortal_CreateEntity_1.png

  • Enter in all relevant information
  • Click Save

2017-10-24_ClientSuccessPortal_CreateEntity_2.png

Video Demo

See link below for video demo

Creating Entities

There are additional fields that can be added to Entities such as Entity Types and Classifications. Please find the relevant articles guides addressing these items.

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  2. Tags
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    5. V1502