--- title: "Setup Legal Entities in the Onboarding Dashboard" slug: "onboarding-dashboard-create-a-legal-entity" description: "Create legal entities during R365 onboarding: enter legal name, address, and EIN. Required before locations can be created." updated: 2026-09-08T04:30:09Z published: 2026-09-08T04:30:09Z canonical: "docs.restaurant365.com/onboarding-dashboard-create-a-legal-entity" --- > ## 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. # Setup Legal Entities in the Onboarding Dashboard In Beta This feature is in beta for select customers. Contact your CSM for more information. During onboarding, legal entities are created from the [Legal entity setup step](/doc/docs/legal-entity-setup) of the [Onboarding dashboard](/doc/docs/onboarding-dashboard). The Legal entities setup step contains a focused view of the parameters required to create a legal entity. From this step, users can: - [Create legal entities manually in the table](/doc/docs/onboarding-dashboard-create-a-legal-entity#setup-legal-entities-in-the-table) - [Create legal entities in bulk via import](/doc/docs/onboarding-dashboard-create-a-legal-entity#import-legal-entities) Additional legal entity fields can be managed from the [legal entity record](/doc/docs/legal-entity-record). --- ## 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). --- ## Setup Legal Entities in the Table At least one [legal entity](/doc/docs/legal-entity-record) must be created to complete the legal entity setup step. > Each EIN should only be represented once. To create a legal entity in the Onboarding dashboard, follow these steps: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Onboarding dashboard**](/doc/docs/onboarding-dashboard).** A) Open the **Home** application. B) Select **Onboarding dashboard.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FTFJ6BVX.png) ****2)** Click **Get started** in the **Legal entities step**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CUCW94RB.png) ****3)** In the Legal entities table, **enter** the **name of the legal entity**.** > [!TIP] > **R365 Best Practice** > > Enter the name exactly as is appears on legal and tax forms. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OQOEZAO1.png) ****4)** Edit the **R365 entity ID**. *(Optional).*** The R365 entity ID is used to identify the legal entity in reports and in transactions. By default, legal entities are numbered as 001, 002, 003, etc. If a numbering system has not been established for legal entities, use the default numbering. > The R365 entity ID **can be** edited once the legal entity has been created. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OLHGM7VX.png) ****5)** Enter the **Tax ID**. *(Optional)*** > The Tax ID may also be referred to as an EIN. It must be alphanumeric and must be unique across all legal entities. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2BVIQYAA.png) ****6)** **Add** the legal entity **address**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YO2ZH2MZ.png) Addresses are added using [address verification](/doc/docs/address-verification). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D27DRVDU.png) > [!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). ****7)** Click **+ Legal Entity** to add an additional legal entity. *(Optional)*** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AMVCTP6U.png) ****8) Repeat steps #4-7** until all desired legal entities are represented in the Legal entities table.** A [legal entity record](/doc/docs/legal-entity-record) will be created for each legal entity in the table. ****9)** Click **Complete and close** to finalize the legal entity setup step.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A1GEZ63U.png) > Once completed, this step **cannot be** reopened. View created legal entities or add additional legal entities on the [Legal entities page](/doc/docs/legal-entities-page). ****10)** Review the confirmation, then select **Complete and close**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U270T6A9.png) To return to the **Legal entities** step, select **cancel**. --- ## Import Legal Entities in the Onboarding Dashboard Imported legal entities create new rows in the legal entities table unless the legal entity name is a duplicate. At least one [legal entity](/doc/docs/legal-entity-record) must be created to complete the legal entity setup step. > Each EIN should only be represented once. To import legal entities in the Onboarding dashboard, follow these steps: *Click steps to expand for additional information and images.* ****1)** Navigate to the **Onboarding dashboard**.** A) Open the **Home** application. B) Select **Onboarding dashboard.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FTFJ6BVX.png) ****2)** Click **Get started** in the Legal entities step.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CUCW94RB.png) ****3)** Click **template** to the download the legal entity template.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C8A841QF.png) ****4)** Open and complete the **Legal Entity template**.** The columns on the template correspond to the columns of the legal entity table: - Legal Entity Name - Legal Entity ID - Address 1 /Street - Address 2 /Apt Suite Etc - City - State - > [!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). - Postal Code - Country > Ensure the template is saved before proceeding. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OXH9GM9G.png) ****5)** Click **Upload template.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-89FSTUBC.png) ****6) Click in the upload box** to open the file explorer or **drag and drop the completed template** to the upload box.** The upload supports CSV and XLSX files. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-98PXQU33.png) ****7)** Click **Upload.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CKP9NO9W.png) The legal entities from the template will populate in the table. Missing fields or invalid fields are indicated in the table with a red circle and must be resolved before proceeding. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-64QLMVZN.png) ****8)** Click **Complete and close.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3OI1SI03.png) ****9)** Review the confirmation, then select **Complete and close**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KYSC06XX.png) To return to the **Legal entities** step, select **cancel**.