To learn more about how to assign a legal entity, review the following steps.
Steps
On the Legal Entity Assignment page, search for the user(s) you would like to assign an entity to. You have the following search options:
- Enter a partial or full name (Last, First) in the Name field to search for a specific user
- Leave the Name field blank and then select an org. unit in the Org Unit field to search for all users in a specific org. unit
- Leave all fields blank to retrieve all users
After you’ve updated the search criteria in step one, select Search to generate your results.
Select the appropriate user(s) to assign the legal entity. To select all displayed users, select the checkbox below Users at the top of the column.
Select Assign Legal Entity.
Select the appropriate legal entity from the drop-down menu and then select Save.
Result
The legal entity is assigned to the user.
Note
If a user is assigned to a new org unit, their legal entity will not update automatically. Administrators are required to update the Legal Entity Assignment manually in these cases.