All entities features

Image shows the Entities List screen in the software. The on-screen options have been labelled with numbers which correspond to the numbers in the table below.

Option Function Notes
1

New entity

Creates a new entity
  • Duplicate entity names are permitted. We recommend adding a Tag to distinguish them. See #3
2

Open entity

Opens the list of reports within the selected entity
  • Same functionality as #5
3

Tag

Set a tag for the entity, such as a reference, user, group or company number
  • To edit the tag, click Edit entity
4

Favourite

Set entities as favourites
  • Click to set as a favourite, click again to remove as a favourite
  • Sort the column to move all favourites to the top of the list
5

Open entity

Opens the list of reports within the selected entity
  • Same functionality as #2
6

Edit entity

Opens the edit entity screen
  • The entity can be renamed, a logo added and removed, divisions added and removed
7

Delete entity

Deletes an entity
  • Delete is disabled if the entity contains reports
  • Delete is disabled if the user does not have User rights

Allow and deny access to entities

  • Administrators and Managers can allow or deny access to entities in Entity permissions
  • If a user cannot see an entity in the entity list, it will be due to the list being filtered, or the user not having access to see the entity in Entity permissions.