Editing an entity

The Super Users of each entity can edit their entity details.

To open the entity Properties for editing

  1. Right-click the name of an entity under Resources and choose Properties

  2. Tip: Your Primary Entity is always listed beneath your name in the top right hand side of the screen, and you can just click that to open the entity's Properties.  

To edit an entity Email address or Home page

  1. Open the entity's Properties, and click the General tab.

  2. Insert new text in Email address or Home page boxes.

  3. Click Close to save the changes and exit. Or click Apply to save the changes without exiting.

To change the entity Contact person

  1. Open the entity's Properties, and click the General tab.

  2. Click to choose the contact person. See Choosing a person or date for details.

  3. Click Close to save the changes and exit. Or click Apply to save the changes without exiting.

Editing the entity Address

  1. Open the entity's Properties, and click the General tab

  2. Under Address, click Edit. This opens the Address window.  

  3. Enter required data and click OK.

Note: A label with the address of an entity can be printed by clicking Label. You can choose to save or open a pdf label.

Sources of support

Review groups also have a Support tab that lists the internal and external sources of financial support for the CRG.

To add a new source of support

  1. Go to the Support tab of the Group's Properties

  2. Click New

  3. Complete the information required i.e. the name of the funding organisation and select a country from the pull-down list

  4. Tick Internal if that is the type of support. If internal is not ticked, the source is automatically assigned as External

To edit a source of support

  1. Go to the Support tab of the Group's Properties

  2. Click New

  3. Click the source to be edited. It is highlighted

  4. Enter the information, then click OK.

To delete a source of support

  1. Go to the Support tab of the Group's Properties

  2. Click to highlight the source to be deleted

  3. Click Delete, and confirm by clicking OK.

Subscriptions

To edit subscription list

  1. Go to Subscription tab of the Group's Properties

  2. Click Edit. This opens Edit Entity Subscription window

  3. Choose the type of subscription from the pull-down list

  4. Tick the check box and click to pick a person (see Choosing a person or date)

  5. Click Apply.