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Home > Aria Crescendo Documentation > Account Management > Create an Account > Assign an Account to a Legal Entity

Assign an Account to a Legal Entity

This article applies to:Aria Crescendo

Overview

Depending on how your Aria instance is configured, assigning an account to a legal entity can work in different ways.

  • If the Legal Entities Master parameter is set to require that all new accounts are assigned to a legal entity, the Legal Entity field is a required field when you create a new account. Note that if no legal entities have been defined, this requirement is not enforced.
  • If the Legal Entities Master parameter is set so it is optional to assign an account to a legal entity, then you can optionally select a legal entity when you create a new account.
  • An account that is not assigned to a legal entity, either because it was created before legal entities were implemented, or because it is optional for new accounts, can be assigned to a legal entity at any time from the Account Overview screen.

Once an account is assigned to a legal entity, it cannot be reassigned.

The following sections describe how to assign an account to a legal entity.

Assigning a New Account to a Legal Entity

Getting Here: Click Accounts > Create New Account

The Legal Entity drop-down menu is displayed on the Create New Account screen. Select a legal entity to assign to the account while you are creating the account, then save the account when you are done.

Note: Once you have assigned a legal entity to an account, you cannot change the assignment.

The legal entity displays on the Account Overview screen.

Assigning an Existing Account to a Legal Entity

If legal entities are optional for a client, or if they were implemented after other accounts have been created, then accounts can exist that are not assigned to a legal entity. While you cannot change which legal entity is assigned to an account, you can make the initial assignment at any time.

Getting Here: Click Accounts > Search for and select an account

Legal Entity displays as a link on the Account Overview page for accounts that have no legal entity assignment.

To assign a legal entity, click the link. A drop-down menu displays with a list of legal entities.

Note: Once you have assigned an account to a legal entity, you cannot change the assignment.

Select a legal entity and click Save. The assignment displays on the Account Overview page. The Legal Entity link is now text and cannot be selected.

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