Primary Entity Record Creation

Overview

Your Primary Company record represents your organization's top-level entity in Data Inventory and should be the first record created. Before setting up other records, verify that this record has already been created by an admin.

This article explains how to check whether a Primary Company record exists in your Data Inventory.

What you can do
Confirm whether a Primary Company record exists in your Data Inventory
Checking for a Primary Company Record

To check whether a Primary Company record has already been created, follow these steps:

1

From the left side of the page, hover over the Data Mapping & Risk Manager icon, and then select Data Inventory.

Navigating to Data Inventory from the left navigation
2

From the Data Inventory page, look for the Primary Company record. If the list is long, use the Search field to find the record by name.

Data Inventory page with Search field highlighted
📋 Note: If a Primary Company record does not appear in your Data Inventory, see Organization Hierarchy for instructions on creating one.
TrustArc  ·  Checking for a Primary Company Record  ·  support.trustarc.com