Making an Entity Active User Guide
User Guide: Making an Entity Active
To activate an entity, you must have the "Make Entity Active" user right. Please keep this in mind.
Access the "Make Entity Active" Option
- In the Entities Section, click on the Actions button, and then click on "Make Entity Active".
- In the Entities Section, click on the Actions button, and then click on "Make Entity Active".
Complete and Submit the form
- Once you click on the "Make Entity Active" option, an Entity Update (external) invite form will open.
- After completing the form, click Continue to proceed.
- This form will then be sent out to the entity to fill out in case any of their information has changed since being marked "Inactive".
- If there is no approval process set up for making an entity active, then the record will rerun verification.
- Once you click on the "Make Entity Active" option, an Entity Update (external) invite form will open.
Approval Process
- If there is an approval process set up for making an entity active, the below steps will occur:
- The submitted form will follow the same approval steps as a new onboarding process and can be found in the Onboardings section.
- All relevant approvers will be notified and instructed to review the form in the onboardings section to approve the request.
Final Approval
- Once the form has passed through all the approval steps, the last action is to click the "Make Entity Active" button at the bottom of the page.
- The record will then rerun verification, in order to see whether the details are verified.
- Once this is complete, the status of the entity will officially change to Active and can be found in the Entities section once again.
- Once the form has passed through all the approval steps, the last action is to click the "Make Entity Active" button at the bottom of the page.
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