Client Success
- Total activity 288
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 144
Articles
Recent activity by Client Success-
Expanding, Collapsing, and Hiding Entities
You have the ability to expand, collapse, or even hide entities/nodes on your Org Charts. Configuring your view enables you to get a clear understanding of entity and owner relationships. To Ex...
-
Data Security Overview
SOC 2 Compliance EntityKeeper has completed SOC 2 attestation, demonstrating our commitment to enterprise-grade security, availability, and confidentiality and adherence to industry-leading standar...
-
FAQ - Users and Permissions
Who can add users? Any user with "Master Control" permissions is able to add users to the account How many users can I have? EntityKeeper allows you to have UNLIMITED users without increasing th...
-
How do we distinguish between authorized share capital and issued share capital?
The system is going to require a total ownership amount in one form or another, however this amount can be increased as you add/sell additional shares within the structure.
-
How to Guide: Flexible Billing
1. Start from your EntityKeeper homepage 2. Click on your Account NameThis is located in the top right corner of your account 3. Click on Settings 4. Click on Add a User 5. Fill in the New User...
-
Introducing Org Charts
Our Org Chart feature is here to help you easily build out complex org charts through automation. We help you to choose any entity and easily have all details associated shown in your org charts. C...
-
How to Guide: Flexible Billing [Video]
-
Printing and Sharing
Ready to share? Learn how to get your desired print view and either choose to print or save as a PDF. The printing option is accessible directly within the Org Chart. The visible area is your pri...
-
JumpCloud SAML Configuration for EntityKeeper SSO
1) Log in to the JumpCloud Admin Portal. 2) Go to User Authentication > SSO Applications. 3) Click + Add New Application and click Select on the Custom Application tile. 4) Click Next and then sele...
-
Re-positioning entities on an org chart
Each entity can be dragged and dropped to your desired location and maintain its connection relationship line.