Setting up entity management is complex. Many of the steps cannot be completed without the assistance of our team. Please visit our Professional Services page to inquire about the Entity Set Up package.
Initial Setup for Entity Management
For more information on Entity Management, refer to our article What is Entity Management.
- Create the Entity Type. In MC Trade, go to Admin > Manage Codes > Profile Codes > Entity Types. Add and save a new record.
- Establish an Affiliation Code that will be used to associate items in the database to the entity. In MC Trade, go to Admin > Manage Codes > Profile Codes > Affiliations. Add and save a new record. When adding the Affiliation Code, be sure to check the Entity Affiliation checkbox.
- Add a profile that will serve as the master record for the entity - click here for instructions on creating a new profile.
- After the profile has been added, go to Admin > Global Settings, then click Configure System Groups, Manage Entities.
- Click Add an Entity, then search for and select the profile you created above.
- Set the affiliation code you created in step 2 in the "Affiliation Code" dropdown. Enter an Entity Type in the dropdown, and name for the entity (recommend using the same name as the Affiliation code).
- Click Save Entity Changes.
- Update each profile that will be part of the new Entity - to add profiles to the new entity, you will simply assign those profiles the entity affiliation code you created in step 2. Click here for instructions on assigning affiliation codes.