Client Success
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Recent activity by Client Success-
How to Guide: Flexible Billing [Video]
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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...
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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...
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Re-positioning entities on an org chart
Each entity can be dragged and dropped to your desired location and maintain its connection relationship line.
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Show Ownership Percentages on Org Chart
Understanding ownership percentages between an org chart's entities and personnel is a must, but manual calculations can get a bit messy as the layers of ownership increase. To display these percen...
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Okta SAML Configuration for EntityKeeper SSO
To Configure Okta 1) In the Admin Console, go to Applications/Applications. 2) Click Create App Integration. 3) Select SAML 2.0 as the sign-in method. 4) Click Next. 5) Provide the general inf...
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SSO for EntityKeeper Using SAML Configuration
Enable SAML at https://app.entitykeeper.com 1. Open the “Accounts” page at https://app.entitykeeper.com/accounts 2. Open “Account Settings”. 3. Remember your account id. It’s shown in the URL. It’s...
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Viewing & Sharing Org Chart Views
You can easily view your Org Chart views and share them securely with colleagues and partners. View Your Org Chart Views Navigate to the desired entity and click the Org Chart icon directly to ...
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Subscription Statement
To receive a copy of your EntityKeeper subscription receipt / statement, please contact support@entitykeeper.com.
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Viewing more information on an entity without changing the org chart
To view more information on an entity without changing or adding additional details to the entire org chart: Click on the "info" icon on the top right corner of the desired entity. The side men...