Atlas (Entity Management)

Get started with Atlas

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

Entities and Relationships

• Entities dashboard overview
• Add Entities
• Add Stakeholders (People or External Entities)
• Add Directors, Officers, or Manager to an entity
• Manage entity details
• View entity and chart history

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Structure Charts

• Atlas Draft Mode for Pro Forma Charts overview
• Structure Chart features
• Custom Chart Styles in Atlas
• Import a Structure Chart using AI Chart Import
• Create a Draft Pro Forma Chart
• Continue editing a Draft Pro Forma Chart

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AI Search

• AI Search

Workflows and Tasks

• Create Workflows and Tasks