Add an Entity to a Source Entity
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Search the database to make sure the entity doesn't already exist.
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Open the source entity you want to add the entity to.
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Select the Entities tab.
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Select the Search to Add
icon to show entities that have a valid relationship you have permission to access.
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Enter the first few letters of the entity in the Filter field.
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Use either of these methods to select the type of entity you want to add to the source entity:
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Select the entity > Select OK.
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Double-click the entity.
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Populate the fields as required.
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Save your changes.
The entity you have added is listed under the Entities tab for the source entity.
See the Admin section for information on setting up source entities.