Manage entities and locations
What does this do for me?
The entities page lists every business entity in your account. Each entity can hold locations, permits, governance filings, DBAs, IP assets, and documents.Open the entities page
- Sign in at
entityshield.app. - Select Entities in the sidebar.
View or edit an entity
- Select an entity from the list to open its detail page.
- The detail page shows sections for formation details, locations, permits, filings, DBAs, IP assets, documents, and team members.
- Select Edit on any section to update the information.
Create a new entity
Select Add Entity at the top of the entities list. Enter the legal name, entity type, state of formation, formation date, and EIN.Manage locations
- Open an entity detail page.
- Select the Locations tab to see all locations attached to that entity.
- Select Add Location to add a new one. Enter a label, location type, and address.
- To edit a location, select it from the list and change the fields.