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Add or Edit an Entity

How to add or edit an entity

Becky Scott avatar
Written by Becky Scott
Updated over 2 months ago

Add a New Entity

Step 1: Navigate to Account Management.

You can find this by clicking on your name on the top right-hand corner of your account. In the drop-down list, click Manage Account.

Step 2: Select Add New Entity

You will see any existing entities on the page. To add a new one, click "Add New Entity".

Step 3: Fill out your new entity details

Step 4: Add fields to your entity

After you have created your new entity, navigate to the Fields tab at the top right of the website. Click on Add Fields and select your desired method. Add a new Farm name associated with your new entity and begin mapping and saving fields to that Farm.

Step 5: Check Eligibility

Once you have finished adding fields to your new entity, navigate to the Programs tab at the top right of the website.

This will bring you to your Carbon status dashboard. From here, click Continue under "Field enrollment." You'll be asked to identify practice changes for the new fields and re-confirm your previous eligibility responses. Be sure to make necessary changes if the responses for your new fields are different from your previous responses.

Step 6: Contract those field boundaries for your new entity 

After checking eligibility, you will be asked if you would like to enroll eligible fields.

Select the fields you want to contract for your new entity from under the "Eligible but not enrolled section" and click Enroll Fields.

Step 7: Sign a contract for your new entity.

Every entity requires a separate contract.


Edit an Existing Entity

PLEASE NOTE Once an entity has contracted fields associated with it, you will not be able to make edits to that entity. For assistance in this case, please contact our support staff using the red chat icon in the bottom right corner of your account.

1. Navigate to your account page

Manage your account by clicking on your name on the top right-hand corner of your account. In the drop-down list, click on "Manage Account."

2. Select the entity you need to edit.

Click on the "edit" button next to the entity you need to edit.

3. You can then edit the entity details yourself. Once you are satisfied with the edits, click “Save Edits.”

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