Specify Types of Entities for Your Agency

  1. Select Admin > Entity Definition > Types.

  2. To make an entity type available:

    1. In the Available area, select the entity type.

    2. Double-click it or use the Select icon.

  3. To reorder entity types or categories:

    1. In the Selected area, select the entity type or category you want to move.

    2. Use the Move up icon or Move down icon to change the position.

      To reset the order to the default, select the Options icon > Select Default Order.

  4. Select Save.

    The Relationship and Usage tabs are now available for types of source entities.