Client Success
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Recent activity by Client Success-
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...
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Update Billing Information
Update your EntityKeeper billing / credit card payment information directly in the platform! To do so, simply: Click your account name in the top right corner and click Accounts. Locate the desi...
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What information can be displayed in the org chart?
EntityKeeper allows you to choose how much or little information you want to display in your org charts. You can choose the following to display in each entity square: Children Company Names Pare...
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Upgrading Account
If you need to change your subscription plan you can upgrade your plan in the Account settings. Below is a quick outline of this process, allowing you to easily upgrade and get back to business a...
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Where is the displayed information pulling its data?
EntityKeeper uses the data you entered into the application to population the org chart. The parent and child ownership percentages, total cost basis, and total current cost all populate from the ...