---
title: "Legal Entity Setup in the Onboarding Dashboard"
slug: "legal-entity-setup"
description: "Set up your Legal Entity during R365 onboarding: enter legal name, address, and EIN. Add multiple entities before creating locations."
updated: 2026-08-28T16:46:19Z
published: 2026-09-08T04:30:09Z
canonical: "docs.restaurant365.com/legal-entity-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Legal Entity Setup in the Onboarding Dashboard

In Beta

This feature is in beta for select customers. Contact your CSM for more information.

The Legal entity setup step on the [Onboarding dashboard](/doc/docs/onboarding-dashboard) is where legal entities are added to R365 during onboarding. This step captures the foundational details required to create each legal entity. Additional configuration options become available from the [legal entity record](/doc/docs/legal-entity-record) after the legal entity has been created.

---

## Security

Users must have the following permissions to create legal entities in the Legal entity setup step:

- Administration → Dashboards → View Onboarding Dashboard
- Administration → Legal Entities → View Legal Entities
- Administration → Legal Entities → Create Legal Entities
- Administration → Legal Entities → Edit Legal Entities

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

****Navigation steps****

1. Open the **Home** application.
2. Select **Onboarding dashboard.**
3. Click **Get started** in the Legal entity step.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RUF4CEBT.png)

---

## Legal Entity Setup

### Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AU7SADU3.png)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Overview section | Displays guidance and best practices for creating and managing legal entities. |
| **2** | Legal entities table | Lists all legal entities configured in this step. |
| **3** | Expand /Collapse | When collapsed, expands the table to fullscreen view. When expanded, collapses the table to a smaller view. |
| **4** | Legal Entity Selector | Selects the legal entity for bulk action in the action bar (**#8)**. |
| **5** | Legal entity row | The details for an individual [legal entity record](/doc/docs/legal-entity-record). |
| **6** | Trashcan | Deletes the legal entity from the legal entities table. |
| **7** | +Legal entity | Creates a new legal entity row in the table. |
| **8** | Action Bar | Actions that apply to all selected legal entities. Options include: - **Trashcan:** Deletes the selected legal entities from the legal entities table. |
| **9** | Template link | Downloads a legal entity template in excel with the following columns: - Legal Entity Name - Legal Entity ID - Address 1/Street - Address 2/ Apt Suite Etc - City - State - Postal Code - Country - Tax ID > The columns on the template correspond to the columns of the legal entity table. |
| **10** | Upload template | Opens a window where the completed template is uploaded. |
| **11** | Complete and close | Closes the Legal entity setup step. After completing, the step cannot be reopened. Created legal entities can be viewed or edited, and new legal entities can be added from the [Legal entities page](/doc/docs/legal-entities-page). |

### Columns

| Column | Description |
| --- | --- |
| Row number | Displays the sequential number for each legal entity entry. This number is used only as a count in the onboarding dashboard and is not included in the legal entity record. |
| Legal entity name | The name of the legal entity as it appears on tax forms. This name identifies the organization that owns one or more locations. This field is required. |
| R365 entity ID | The unique number used to identify the legal entity. The default numbering is 001, 002, 002, etc. This field can be edited if desired and is required. |
| Tax ID | The tax identification number. This number is used in various reports, including 1099 reports and ACH exports. |
| Address | The business address of the legal entity as it appears on tax and legal documents. > [!NOTE] > Addresses are entered using [**address verification**](https://docs.restaurant365.com/doc/docs/address-verification). > [!NOTE] > The State field is optional for countries that do not use states or provinces. Learn more about [field requirements by country](/doc/docs/address-verification). |