Entity Management
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17 articles
Getting Started with Entity ManagementEntity Management allows your organization to maintain a centralized, rich register of its Corporate Entities and the individuals associated with them.
The Entity Management DashboardThe Entity Management Dashboard is the landing page when you open Entity Management. It shows your most recently accessed records and upcoming key dates, and provides a starting point for…
Managing Corporate EntitiesCorporate Entities are the companies that form your organization's corporate family.
Managing Individuals (People)Individual records store information about people connected to your Corporate Entities — directors, shareholders, legal representatives, and other key contacts.
Appointments in Entity ManagementAppointments record the official roles held by individuals at a Corporate Entity — such as Director, Company Secretary, or Power of Attorney. You can view appointments from both the Corporate…
Shareholders in Entity ManagementShareholdings record who holds shares in a Corporate Entity, in what quantity, and of what type. Both individuals and companies can be shareholders, including companies that are not part of…
Key Dates and Tasks in Entity ManagementKey Dates and Tasks can be recorded against Corporate Entity and Individual records. Key Dates mark important dates such as filing deadlines or compliance events. Tasks are actionable items with…
Documents in Entity ManagementDocuments can be uploaded directly to Corporate Entity and Individual records, keeping relevant files — such as incorporation certificates, constitutional documents, and identity records — organized and accessible from the…
Searching in Entity ManagementEntity Management provides two search tools. The top search bar gives quick access to Corporate Entities and Individuals from any screen.
Audit History in Entity ManagementEvery Corporate Entity and Individual record maintains a full, chronological Audit History of all changes. It provides a tamper-evident record that supports governance and compliance requirements.
Entity Management PermissionsAccess to Entity Management is controlled per user by a Location Admin. Each user can be granted one of three access levels, with optional additional settings for viewing confidential information.
Creating a New Corporate EntityYou can create a new Corporate Entity from the Add New button, available on every Entity Management screen. The creation form includes a search to prevent duplicate records.
Creating a New IndividualYou can create a new Individual record from the Add New button on any Entity Management screen. The form includes a live search to check for existing records and prevent…
Entities and Parties in Entity ManagementEntity Management uses two types of company record: Corporate Entities and Parties. Understanding the difference helps you structure your data correctly and ensures your corporate hierarchy accurately reflects your organization.
Entity Management and LocationsEntity Management can only be enabled on one Xakia location per organization. This is enforced by the system. If your organization has multiple locations, you must choose which location to…
Configuring Internal Details Fields for Entity Management (Coming Soon)The Internal Details section on a Corporate Entity record is powered by custom fields configured by your organization.
Confidential Fields in Entity ManagementCertain fields on Individual records are treated as confidential in Entity Management. Users without the appropriate permission see a Confidential indicator in place of the actual value, keeping sensitive personal…