Manage Your Entities
An entity is a single business in your organization. Your organization can hold one business or many, and the Manage Entities screen gives you an overview of them all—see the team members assigned to each business and jump into a business's settings.
How Do I Open Manage Entities?
From your Organization Dashboard, click Manage Entities in the left navigation.
You'll see a list of your businesses on the left and a detailed view on the right. You can type to search or filter the list by Plan Type or by Assigned Team Members to quickly find the business you're looking for.
How Do I View a Business?
Select any business in the list to open its details on the right. From here you can:
Open its settings — click the gear (Settings) icon to jump to that business's own settings.
View its dashboard — if you have access, open the business to see its financials, transactions, and reports.
Who Can Access a Business?
See the team members assigned to the business. For more info, see: Manage Your Team