The Manage My Site (NEW) feature hosts a variety of Entity Settings. Editing these settings will change the options and visibility related to the Entities within your Site.
To Edit Entity Settings:
Step 1 – On the Navigation Bar, go to "Site Administration".
Step 2 – Select "Manage My Site (NEW)".
Step 3 – Select the "Entity Settings" tab.
Step 4 – Modify Settings:
Allow 'Add New Entity' option on Add Referral page, Allow 'Add New Employment Entity' option on Add/Update Employment Record page, and Allow 'Add New Entity' option on Add/Update Education Record page: Your selections here will make this option appear on the specified page, allowing Users to create new Entities directly from these pages if checked.
Enterprise Entity Search Options: Your selection in this category will dictate what Entities appear when using search features and when making referrals.
Lowest Role Allowed to Edit Entities and Lowest Role Allowed to Establish an Enterprise Entity: Your selection here will grant User roles permission to perform these actions.
Step 5 – Click "Save".
