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 the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select your offering.

3. From the Functional Areas list in the left panel, select Agency Profile.

4. The right panel shows the required tasks for the selected functional area. Select All Tasks from the Show drop-down list and then select Manage Ownership Types from the tasks list.

5. On the Ownership Type page, click the Add (+) button.

6. On the New ownership type drawer, enter a name for the ownership type.

7. Enter a description.

8. Verify that the Enabled switch is turned on.

9. Click Save.

Modifying an Ownership Type

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

2. On the Ownership type details drawer, you can:

   • Modify the ownership type description. You can't change the type name.

   • Turn on or off the Enabled switch to enable or disable the ownership type, respectively.

3. Click Save.

Deleting an Ownership Type

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

2. On the Ownership type details drawer, click the Delete button.

   You will be prompted to confirm the permanent deletion.