Edit an entity

This article is for Administrators only.

Overview

  • You can edit an entity to change its name and add or remove accounts.

Instructions

  1. Go to the Entities tab at the top of the Accounts page.
  2. Click the entity name.
  3. Click Edit next to the entity's name.
  4. (optional) Edit the Entity name .
  5. (optional) Add or remove Entity accounts .
Users and groups that are linked to an account which is part of an entity have a View permission. They can access the entity, but they can only see the accounts that they are linked to. Only administrators will be able to see all the accounts in a given entity.
  1. Click Next .
  2. Click Edit entity to finalize the request.

Results

An Edit entity request is submitted for approval to all Administrators in the workspace. They do not need their device to approve the request. The new entity will be active when the necessary number of approvals is collected.

What's next?

Your changes will be implemented once the request is approved by the number of Administrators defined in the admin rule.

See also