{"id":13675,"date":"2023-10-16T07:49:47","date_gmt":"2023-10-16T12:49:47","guid":{"rendered":"https:\/\/docs.iotconnect.io\/partnerprogram\/?page_id=13675"},"modified":"2023-10-23T06:50:06","modified_gmt":"2023-10-23T11:50:06","slug":"entity","status":"publish","type":"page","link":"https:\/\/docs.iotconnect.io\/partnerprogram\/partner-program-user-guides\/entity\/","title":{"rendered":"Entity"},"content":{"rendered":"<h3 class=\"inner_head_title\">Entity Management Overview<\/h3>\n<p>An entity in this platform means a company, its division or locations of the company. This segment allows users to create a parent-child architecture. This facilitates our partners to manage multiple sub-companies under a parent company. By default, partners will have their registered company as the parent entity.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10289\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2020\/10\/Entitiy_Setting.png\" alt=\"\" width=\"1899\" height=\"869\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Setting_Entity)<\/em><\/p>\n<h3 class=\"inner_head_title\">View Entity List<\/h3>\n<p>You\u2019ll get a list of entities created by you:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10777\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2020\/10\/Entitiy-list-2.png\" alt=\"\" width=\"1828\" height=\"285\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Entity List)<\/em><\/p>\n<ul>\n<li><strong>Entity Name<\/strong>: Name of the entity you have created<\/li>\n<li><strong>Users<\/strong>: Number of users assigned to that entity<\/li>\n<li><strong>Products<\/strong>: Number of products assigned to that entity.<\/li>\n<li><strong>Entity Type<\/strong>: It will display the type of entity (Parent, sub-partner, etc.)<\/li>\n<li><strong>Status<\/strong>: Status of the entity (Active\/Inactive)<\/li>\n<li><strong>Created Date:\u00a0<\/strong>Date when the entity was created.<\/li>\n<li><strong>Created By<\/strong>: Information about the user who created the entity.<\/li>\n<li><strong>Action<\/strong>: Edit or delete the entity.<\/li>\n<\/ul>\n<p><em>Note: Parent entity cannot be edited or deleted <\/em><\/p>\n<p>&nbsp;<\/p>\n<h3 class=\"inner_head_title\">Create Entity<\/h3>\n<p>Click on <strong>Create Entity <\/strong>at the top right corner:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10780\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2020\/10\/Add-entity-button-1.png\" alt=\"\" width=\"1828\" height=\"285\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Create Entity)<\/em><\/p>\n<p>You will get a screen as shown below to fill the information regarding the entity:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-10296 size-full\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2020\/10\/entity-detials-e1665740590559.png\" alt=\"\" width=\"1821\" height=\"732\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Entity Details)<\/em><\/p>\n<ul>\n<li>Click <strong>Save <\/strong>to save details of the entity<\/li>\n<li>Click <strong>Cancel <\/strong>to go back to the entity list page<\/li>\n<\/ul>\n<h3 class=\"inner_head_title\">Edit Entity<\/h3>\n<p>To edit any entity, click on <strong>Pencil <\/strong>icon.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-10299 size-full\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2020\/10\/edit-Entitiy-e1665742522964.png\" alt=\"\" width=\"1830\" height=\"215\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Edit Entity)<\/em><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-10300 size-full\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2020\/10\/edit-Entitiy-detials-e1665742548784.png\" alt=\"\" width=\"1208\" height=\"694\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Entity Details)<\/em><\/p>\n<p>You will get a pre-filled entity details page that you can edit.<\/p>\n<ul>\n<li>Click <strong>Save <\/strong>to save the edited details.<\/li>\n<li>Click <strong>Cancel <\/strong>to go back to the previous page.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><em>Note:<\/em><\/p>\n<p><em>You cannot edit Entity Type.<\/em><\/p>\n<h3 class=\"inner_head_title\">Create Sub-Partner Entity<\/h3>\n<p>You can now create sub-partner entity from Entity module. A sub-partner entity can be a department, a sister-company, a factory floor, a set of machines, etc.<\/p>\n<p><em>Note: <\/em><\/p>\n<ol>\n<li><em>It is mandatory to create user when you create a sub-partner.<\/em><\/li>\n<li><em>You need to have permission for AppConnect, \/IOTCONNECT\u2122 DevLab and Software products to create sub-partner.<\/em><\/li>\n<li><em>The sub-partner you create will be able to login into the Partner Program portal and be able to access all the modules assigned to Admin role.<\/em><\/li>\n<\/ol>\n<p>To create a sub-partner, click on <strong>Add Entity<\/strong><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10785\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2021\/04\/Add-entity-button.png\" alt=\"\" width=\"1828\" height=\"285\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Add Entity)<\/em><\/p>\n<p>You\u2019ll get a screen where you can add the details about the sub-partner entity. In Entity Type drop-down, you need to select sub-partner.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-10557 size-full\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2021\/04\/Sub-partner-Entity-e1665742583852.png\" alt=\"\" width=\"1828\" height=\"1343\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Sub-Partner Details)<\/em><\/p>\n<p>You will also need to create a user associated with the sub-partner entity. A sub-partner entity user is similar to a consumer. They will be able to get all the rights that an Admin role has.<\/p>\n<h3 class=\"inner_head_title\">Activate\/Inactivate Entity<\/h3>\n<p>To delete any entity, you need to deactivate that entity first:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-10303 size-full\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2021\/05\/Entity-status-e1665742608222.png\" alt=\"\" width=\"1830\" height=\"389\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Entity Status)<\/em><\/p>\n<p>You will see a pop-up window as shown below:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10304\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2021\/05\/Entitiy-status-pop-up.png\" alt=\"\" width=\"425\" height=\"214\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Deactivate Entity Message)<\/em><\/p>\n<ul>\n<li>Click <strong>Yes <\/strong>to deactivate the entity<\/li>\n<li>Click <strong>No <\/strong>to cancel the deactivation process.<\/li>\n<\/ul>\n<p><em>Note:<\/em><\/p>\n<p><em>To deactivate any entity, no user or product should be associated with that entity.<\/em><\/p>\n<p>&nbsp;<\/p>\n<h3 class=\"inner_head_title\">Delete Entity<\/h3>\n<p>To delete any entity, you need to deactivate that entity first.<\/p>\n<p>Click on the <strong>Delete <\/strong>button as shown in the image below:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-10307 size-full\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2020\/10\/Delete-entity-1-e1665742630778.png\" alt=\"\" width=\"1841\" height=\"336\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Delete Entity)<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Entity Management Overview An entity in this platform means a company, its division or locations of the company. This segment allows users to create a parent-child architecture. This facilitates our partners to manage multiple sub-companies under a parent company. By default, partners will have their registered company as the parent entity. (Screen: Setting_Entity) View Entity [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":13819,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-page-full-width.php","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0},"acf":[],"_links":{"self":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13675"}],"collection":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/comments?post=13675"}],"version-history":[{"count":7,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13675\/revisions"}],"predecessor-version":[{"id":13840,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13675\/revisions\/13840"}],"up":[{"embeddable":true,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13819"}],"wp:attachment":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/media?parent=13675"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}