There are two tools that can be used to instantaneously add or remove entities from your entity list.

Quick Entity Delete

We have added a new feature to give our users the ability to delete an entity from their lists. To access the quick entity delete button, from the Companies tab on your portal, click the gear icon. You can now delete an entity by clicking the delete button. Using this feature will instantly delete the entity from your entity list.

Full List Entity Control

Users can now also add entities to their lists. By clicking the “Full List” control, a user has access to all entities for their entire firm. Simply check off the entities you wish to access and click submit at the bottom of the list. Using this feature will instantly add entities to your entity list. You can also delete entities from your list by unchecking the entity name.

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