Add a production entity

Production entities are permission based

To update, your account must have one of the following roles enabled:

• Role: Company Admin

• Custom role with: General settings - Full access, Production entities - Full access, Manage

To add a production entity:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select All projects

3. In the left-side navigation, click Company settings

4. Next to Production entities, click the Manage button

5. On the Production entities page, click the + Add production entity button

6. Enter the required information: Name, EIN, and Address

7. You’ll have the option to upload supporting legal documents,(for example Articles of Incorporation or Powers of Attorney), for the PE, by clicking + Add a document

8. Click the box to confirm that you’ve read through the Terms of Service and Agreements

9. Click the Save button