Updated over 6 months ago
Entity Information
You can update the settings for the entity and its sub-entities by adding essential company details. This information is used in email signatures and for administrative purposes.
Setting Up Company Information
Navigate to Entity Settings and fill in the following details:
General Information
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Entity Name
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Entity ID
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Company Name
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Business Registration Number
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Email
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Website URL
Address Information
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Street Address
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City
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State/Region
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Zip Code
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Country
Subscription & Seats
Under this section, you can view your current plan and the number of allocated seats for your entity.
Set Regional Settings
Define entity-wide regional preferences that apply to all users:
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Country
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Timezone
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Currency
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Data Center
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Language
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App Mode (Sales or Business)
How to Create a New Entity
To create a new entity, follow these steps:
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Go to Entity Settings.
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Click Add New Entity.
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Fill in the Company Information fields.
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Click Continue to proceed.
