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  1. Ontra Customer Care
  2. Atlas (Entity Management)

Atlas (Entity Management)

Get started with Atlas

  • Ontra Atlas Glossary
  • Atlas User Management
  • Troubleshoot Atlas log in issues

Entities and Relationships

  • Add An Entity With AI
  • Add An Entity Manually
  • Edit an entity's details
  • Add Stakeholders (People or External Entities)
  • Add Directors, Officers, or Manager to an entity
  • View entity and chart history
See all 7 articles

Structure Charts

  • View entity and chart history
  • Import a Structure Chart using AI Chart Import
  • Custom Chart Styles in Atlas
  • Turn Your Pro Forma Chart into Live Data
  • Sharing and Accessing Shared Pro Forma Charts
  • How to Reopen and Continue Editing a Pro Forma Chart
See all 12 articles

Workflows and Tasks

  • Create Workflows and Tasks
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