There are a few ways to open the entity details pane from other menus, such as opening the Assessment Details page will provide an Entity Details tab. This section explains how to open the details from the Entities menu. To view and search an entity, you must have the Entity View permission. In general, entities are visible only to the respective primary owners. However, as a primary owner, if you nominate one more user as business owner for a particular entity, for example, then such a business owner has the permission to view that particular entity.
Find an entity by entering part or all of the name in the search field and click Search.
To display an entity details pane:
- Go to Entities > Entities.
Select the group, such as My Entities, to display the Entity list.
Select the entity and click Details. The Entity Details page is displayed.
