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.
Entity Type Codes allow organizations with several (or more) Entities to configure different categories to classify those Entities. This code will be assigned as you create the Entity profile.
1. Go to Admin > Manage Codes. Click on the Profile Codes section and then Entity Types.
2. Click New.
3. Enter the name of the new Entity Type.
4. Enter the description of the new Entity Type.
5. Click Save.