How to add an Entity

🏢 What is an Entity?

An Entity is an organization that possesses separate and distinct legal rights—such as the ability to own property, enter contracts, and pay taxes. In Asora, Entities can fulfill the same roles as a Person (except "User") and are used to model legal structures such as trusts, partnerships, and companies.

Types of Entities

• Trust

• Partnership

• Company

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🧩 How to Add, Edit, or Delete an Entity

This guide walks through the steps to create and edit an Entity. It covers entering key details, assigning roles, and updating existing records.

 

✅ Adding an Entity

Step 1: Open the Add Menu

• Click the blue circular “+” icon in the top-right corner of the screen.

Step 2: Select “Entity”

• From the dropdown menu, choose “Entity” to open the Create Entity modal.

Step 3: Enter Entity Details

• Complete the form with the relevant details. Required fields are marked with an asterisk (*).

The Entity Type can be Trust, Partnership, or Company.

Step 4: Save the Entity

• Click “Create Entity” to finalize and add the entity to your system.
• The new entity will now appear in your Entities view.

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✏️ Editing an Entity

Step 1: Locate the Entity

• Use the global search icon or scroll through the Entities list in Datahub to find the one you want to edit.

Step 2: Open the Actions Menu

• Click the vertical ellipsis (⋮) on the right side of the entity row.

Step 3: Select “Edit”

• Choose “Edit” to open the Edit Entity modal.

Step 4: Make Changes

• Update any necessary fields—such as name, type, country, or notes.

Step 5: Save Changes

• Click “Save Changes” to apply your edits.

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💡 Tips & Best Practices

• Use clear and descriptive entity names to make search and filtering easier.

• Be mindful when choosing the entity type—it affects reporting logic.

• Notes can be helpful to document context or history.

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