Entities, Contacts & Credentials

Creating Entities & Contacts

• How do I add entities and contacts?
• How do I use the ABN lookup feature for entities?
• Can I have multiple entities associated with a Folio/contract?
• How to use Advanced Search for Entity

Managing Entities & Contacts

• How do I report on all of my entities and contacts?
• Entity Categories
• How do I set up and use the Entity Preview Cards?

Credentials

• Credentials and Eligibility Criteria
• Setting Up Credential Approvers for an Entity
• How do I approve Credentials?
• Requesting credentials
• Cancelling a credential request
• What happens when a credential is not required for a particular contract?

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