WELL at scale accounts subscribed at the Enterprise level must ensure that the legal entities in their account accurately reflect the scope of their subscription, and that the locations within their account are associated with the correct entity. This article will explain how to add and maintain legal entities within your WELL at scale account.

Legal entities and your WELL Score

Only Enterprise subscriptions may earn a WELL Score. In order to be eligible for a WELL Score, your legal entities must meet the following criteria:

• The entire legal entity must be subscribed
• The legal entity must include at least 5 locations, excluding locations currently under construction
• Real estate clients that enroll all of their directly managed properties, even if those properties do not include their entire legal entity, are also considered an Enterprise

If your subscription includes multiple full legal entities, you may receive multiple WELL Scores.

Add legal entities

There are two ways to add legal entities - from the Edit tab or Locations tab.

• The portfolio administrator can add legal entities from the Edit > Account information tab.

  1. Sign in to your WELL at scale account.
  2. Go to the Edit tab.
  3. Scroll down to the Entity name(s) section.
  4. To add a new entity, click the “Add more” button.
  5. Add the entity’s name.
  6. Select the option that describes your entity.
  7. Click the Save button at the bottom of the page.

• To learn how to add legal entities from the Locations tab, watch this video or read the instructions below.

   

  The portfolio administrator can add legal entities from the Edit > Account information tab.

  1. Sign in to your WELL at scale account.
  2. Go to the Locations tab.
  3. Click Add New and select Entity.
  4. Add the entity’s name.
  5. Select the option that describes your entity.
  6. If you chose the first option (All locations are owned by this entity), click Save & Exit. If you chose the second option, click Save and Continue.
     • If you select the first option (All locations subscribed in this account are owned by this entity), you cannot add or remove specific locations from the entity.
  7. Select the locations that belong to this entity. You can use filters to more easily find the locations you need.
  8. If you are finished, click Save and exit. To continue adding locations, click Save and continue.