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

# Entity view

## The Entity view

The entity view shows the entity details, events, and checks that have been run on an entity and the result of each of these checks.

<img src="https://mintcdn.com/frankieone-f5583b1b/aMfFq_kgPrWD4cV3/images/v2/portal/3da2b8d-entity_view.png?fit=max&auto=format&n=aMfFq_kgPrWD4cV3&q=85&s=55795842d827ef7f5464b65a8fd95bb7" alt="" width="1018" height="685" data-path="images/v2/portal/3da2b8d-entity_view.png" />

### Video Guide

<iframe width="100%" height="450px" src="https://www.loom.com/embed/849958919b0842738541f54365409381?sid=3b82336a-8332-4a66-a955-4861327c18f6&hide_speed=true&hide_share=true" frameborder="0" allowfullscreen />

## Entity Page UI walkthrough

### Entity ID

Use the Entity ID found below the entity name on the Profile tab when speaking with our customer support team.

The type and order of checks that have been run on a particular customer are defined in the **Workflow** assigned to that entity.

### Workflow events

The [**Workflow events** tab](/docs/workflow-events-tab) displays all the relevant information related to the workflow assigned to the entity.

### Profile

The [**Profile** tab](/docs/personal-info) provides the personal information, and identity documents collected during KYC.

### Audit Report

The [Audit Report tab](/docs/audit-report) displays a record of all activity and status changes on the entity.

## Entity actions walkthrough

### **Assign a user to a profile**

#### Video Guide

<iframe width="100%" height="450px" src="https://www.loom.com/embed/daa93a773b494f12bafbcad412575b7e?sid=ecc1dd7d-e207-4bda-a7ad-5dd079437762&hide_share=true" frameborder="0" allowfullscreen />

To assign a user to an entity, use the dropdown box in the top right corner.

<img src="https://mintcdn.com/frankieone-f5583b1b/Q0p9n7SnI12Y4IML/images/v2/portal/d44d081-assign.webp?fit=max&auto=format&n=Q0p9n7SnI12Y4IML&q=85&s=d43fc184407c79be31fd6c5c8c33e4d6" style={{ width:"34%" }} width="242" height="321" data-path="images/v2/portal/d44d081-assign.webp" />

### View comments

To view comments on an entity, go to the **Profile** tab and select the **Comments** icon on the top right corner.

### Send a link

Use the **Send link** button to send an onboarding link to the end user. This will open the **Send link via SMS** modal where you can enter the details of the end user and send them a link to complete their onboarding.

### More button

The **More** button provides access to additional actions that can be performed on the selected entity. These actions allow operators to manage and maintain entity records beyond the standard review and verification workflows.

<img
  src="https://mintcdn.com/frankieone-f5583b1b/s9L8qOnsiQGC2vVL/images/image-33.png?fit=max&auto=format&n=s9L8qOnsiQGC2vVL&q=85&s=ec6800ed32330ca562dce3fafb37f2f7"
  style={{
width: "40%",
border: "1px solid #d1d5db",
borderRadius: "4px"
}}
  width="485"
  height="338"
  data-path="images/image-33.png"
/>

Depending on your permissions and configuration, the More menu may include actions below:

#### Edit profile

To edit the entity profile, select the **More** button and select **Edit profile**.

#### Add blocklist

To add a blocklist to an entity, select the **More** button and select **Add blocklist**. This will open the **Add blocklist** modal where you can select the blocklist to add to the entity.

#### Archive entity

In an **Archive** state, the selected entity record remains accessible but will no longer display on the default Entities page. We suggest using this when setting aside entities you are not actively working on, but may want to keep as a record.

In an **Archive** state, the selected entity record remains accessible but will no longer display on the default Entities page. We suggest using this when setting aside entities you are not actively working on, but may want to keep as a record.

To archive an entity, select the **More** button and select **Archive entity**. This will remove the entity from active usage but retain it in the system.

<Note>
  You must have the **"Create and edit entities"** permission to carry out this action.  See under Settings > Role management
</Note>

##### Video Guide to Archive an entity

<iframe width="100%" height="450px" src="https://www.loom.com/embed/4c8dda5e79684842aeeeef06f7ce7a1b?sid=077f25b8-9a36-40d4-9ec6-3d514b749edd&hide_speed=true&hide_share=true" frameborder="0" allowfullscreen />

#### Deactivate entity

When an entity is deactivated, the system sets the entity status to **Inactive**. The selected entity record is permanently disabled and all associated indexes are removed from the system. We suggest using this when you no longer need an entity and do not intend to use it again in the future.

To deactivate an entity, select the **More** button, select **Deactivate entity.** A confirmation dialog will appear, asking you to confirm the action. Once confirmed, the entity's Service Profile status will be permanently set to **INACTIVE**.

<img
  src="https://mintcdn.com/frankieone-f5583b1b/s9L8qOnsiQGC2vVL/images/Screenshot-2026-06-10-103239.png?fit=max&auto=format&n=s9L8qOnsiQGC2vVL&q=85&s=1da694abefe7969ea25f78581b1b5ddb"
  style={{
width: "60%",
border: "1px solid #d1d5db",
borderRadius: "4px"
}}
  width="581"
  height="335"
  data-path="images/Screenshot-2026-06-10-103239.png"
/>

### **When to use Deactivate vs Archive**

|                                 | Archive                                                   | Deactivate (Inactive)                          |
| ------------------------------- | --------------------------------------------------------- | ---------------------------------------------- |
| Entity still accessible?        | Yes                                                       | Yes                                            |
| Shown in default Entities page? | No                                                        | No                                             |
| All indexes removed?            | Yes                                                       | Yes                                            |
| Suitable for?                   | Entities you're not actively working on but may return to | Entities that are permanently no longer in use |
