Edit and Add Ownership Information

To Edit Ownership Information

  • Hover over the Entity you would like to edit.

  • Select the Edit (pencil) button. 

 In the resulting menu, type in any new information for the Owner including:

      • Percentage of ownership

      • Entity name

  • Select SAVE to confirm changes.
  • Select CANCEL to back out of changes.

  • Select the trash icon to delete the owner.

To Add an Owner

  • Select the + Button

  •  In the resulting menu, type in the following:
      • Percentage of ownership

      • Entity name

    • Select SAVE to confirm changes.
      • Select CANCEL to back out of changes.

      • Select the trash icon to delete the owner.