Adding entities

Benefits of the feature

This feature empowers CXP customers to configure their organization independently. By adding or removing entities directly from the UI, organization owners and enterprise admins with the "all" scope gain increased flexibility and control, making organizational management faster and simpler.

Steps to add entities

From the Entities section in the navigation menu

1. Navigate to the Entities section in the side menu.
2. Click on Add entity (located in the top right corner or the center if no entities are present).
3. Enter the full or partial name of the entity in the search bar.
4. Select the desired entity. It will appear in the list on the right.
5. Click Add entity in the bottom right corner.
6. Done! The entity will appear in the table under your Entities tab.
   Note: It may take up to 60 minutes for the Dashboard tabs to populate with your entity's data.

From the Subscription section in the navigation menu (CXP - Enterprise subscription only)

1. Navigate to the Subscription section in the side menu.
2. Select the entity subscription to which you want to add the entity.
3. Click on the Entity tab.
4. Follow steps 2–6 from the Entities section instructions above.

Important notes

User assignment timing

If users are invited before the entity is added, they will need to be manually assigned to the newly added entity. To avoid this, follow this order:

1. 1. Create the entity.
   2. Invite users.

Replacing entities in subscriptions

If an entity is removed and replaced within a subscription, users will not automatically transfer to the new entity. They will need to be added manually.

Single-entity subscriptions

When inviting a new user to a subscription with only one entity, the system will automatically assign the user to that entity.

Entity uniqueness within subscriptions

The same entity cannot be added to multiple subscriptions within the same organization.