Viewing entity information

You can view and manage details about entities you have access to in a number of ways:

  • Select Portfolio in the menu at the top of the screen.
  • From the Home, select an individual entity from Your portfolio.
  • From Portfolio, select an entity from the list at the top of the screen.

Tip: Portfolio will always default to the head entity unless another entity is selected.

For every entity you will be able to view:

  • Services provided and their frequency
  • Information about your team and your Deloitte team, and
  • General details about the entity.

Need to change information about your entity?

If you need to change information about your team or general details about your entity, you can select Request edits and submit a request.

If you experience any difficulties, please contact our support team.

Have more questions? Submit a request