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Administrative Entities

#Entities

Updated this week

The Administrative Entities feature lets you automatically create Entity records for staff, programs, and sites. It's accessible from two places in ETO, each with a different scope:

  • Site Administration > Administrative Entities — creates Entities for staff and programs within a single site

  • Enterprise > Enterprise Admin Entities — creates Entities for staff, programs, and sites across all sites in the enterprise

Both work the same way. The difference is scope: the site-level setting applies to one site, and the enterprise-level setting applies to all sites on the enterprise.

Default user role: Program Manager (site level); Enterprise Manager (enterprise level)

How to use Administrative Entities

  • Select the option(s) to create the desired Entities (staff, programs, and/or sites).

  • Choose whether to automatically enroll the Entities in a specific program, or skip automatic enrollment.

  • Click Submit to create the Entities.

  • Each time a new program, staff member, or site is added to ETO, a new Entity will be created to match that record.

  • Entities created this way are assigned the Entity Type “Administrative”.

Note: The email address in a user account and the email address in the corresponding Entity record are not linked. Changing one does not update the other.

Notes:

  • Enabling Administrative Entities at both the site and enterprise level for the same site will create two separate Administrative Entities for each staff user — one site-level and one enterprise-level. There is no deduplication between the two. To avoid duplicate Entity records, enable the feature at one level only.

  • You can confirm whether an Administrative Entity exists for a specific staff member by using the [Is Administrative Entity] dimension in the Standard Staff Universe in ETO Results.

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