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How to Add a Relationship in Entity Management

In this video, we will teach you how to add a relationship in Entity Management. 

In the “Entity Management” tab, select the entity that you would like to update.  In the Edit Entity screen that comes up, use the Add Relationships to the right of the screen to fill in the required information and add any subject company/reporting owner relationships that you would like.  When finished, select the Add Relationship button at the bottom of the screen.

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