Understanding entities in your account
In this article
.
Impact of entities
How entities impact your organisation
Entities allow you to reproduce your internal structure within the platform. As an Administrator, you can create and update the entities within your scope.
Key points
Requests for Proposals (RFPs):
Each RFP is always linked to a specific entity.
It follows the processes and parameters defined for that entity.
The project resulting from the RFP is automatically associated with that same entity.
User roles:
-
Users assigned as Contributors on an entity can:
create RFPs;
supervise projects associated with that entity.
Entity Managers:
-
Each entity has:
a Manager,
a Deputy.
They have visibility over all sub-entities.
They can be selected as validators in validation workflows for RFP publication.
Spending lines:
Spending lines must always be linked to an entity.
They determine the validation process for proposals associated with the entity.
Their configuration is mandatory; depending on how they are set, they may activate or not.
Types of entities available
Legal entities
A legal entity represents an independent company.
Characteristics:
Has its own company registration number (SIRET) and VAT number.
Used as the reference for billing information.
Structures the reporting view.
A legal entity (often representing a Business Unit) may contain several organisational entities.
In filters, it displays the full structure of the BU.
Organisational entities
An organisational entity represents a sub-department that depends on a parent legal entity for billing information.
Characteristics:
Relies on the parent legal entity for billing.
In reporting, it can be filtered independently.
Selecting it does not automatically include its sub-entities.