Sanctioned Entities

Sanctioned Entities

Note: Only Partners can make changes.

Creating Sanctioned Entities

To create a new entry, click on New from the list view, fill in the required data, and click the Create button.

Sanctioned Entities
Sanctioned Entities

Entity List

To add all clients at once, click the "Add Default Row" button. This will automatically fetch and add all available clients to the table.
Additional entities can be added by clicking the "Add Row" button.

Entity Table
Entity Table

User List

To add all users, click the "Add Default Row" button. This will automatically fetch and add all available users to the table.
Additional users can be added by clicking the "Add Row" button.

User Table
User Table

Circulating Sanctioned Entities

To circulate the sanctioned entities, first click the "Submit" button. Ensure that both tables (Entity List and User List) are not empty, as the submission will not be successful if either table is empty.
After submission, the "Circulate Sanctioned Entities" button will become visible. Click this button to circulate the entities.
All users in the User List will receive the entity list via their respective email addresses.

Circulate Entities
Circulate Entities
Discard
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