Viewing entity information

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

• From Home, select the View entity icon.

• Select Portfolio in the menu at the top of the screen.

Once you select the entity, you will see the following in the Overview tab:

• General details

• Your Deloitte team

• Your memberships and Cloud Apps

Move to the Team tab to see your Deloitte Team and Your team members.

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 to update.

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