Setting Up Ownership Types

Ownership type indicates how a business was established; for example, a corporation or a nonprofit. You set up ownership types for your agency on the Ownership Type page.

Adding an Ownership Type

1. Select Common Setup > Ownership Type.

2. On the Ownership Type page, click Add New to add an ownership type.

3. On the Ownership Type Details page, enter a name for the ownership type.

4. Enter a description.

5. Verify that the Enabled switch is turned on. The switch is turned on by default for a new ownership type.

6. Click Save.

Modifying an Ownership Type

1. Select Common Setup > Ownership Typee.

2. On the Ownership Type page, click the row for the ownership type that you want to modify.

3. On the Ownership Type Details page you can:

   • Modify the ownership type description. You cannot change the name.

   • Click the Enabled switch to enable or disable the ownership type.

4. If you made any changes, click Save.

Deleting an Ownership Type

1. Select Common Setup > Ownership Typee.

2. On the Ownership Type page, click the row for the ownership type that you want to delete.

3. On the Ownership Type Details page, click Delete.

4. If you want to delete multiple ownership types, you can delete them from the Ownership Type page:

   1. Click Edit.

   2. Select the check boxes for the ownership type rows to delete.

   3. Click the Delete icon.