> ## 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.

# Managing Associated Parties

> Add additional associated parties to an Organisation

<Info>
  ##### Validation

  * There is no validation to enforce only a total of 100% ownership being added via the associated parties.
  * If a customer is hidden on the onboarding and monitoring list while added as an associated party when removed they won’t be unhidden automatically. **This behaviour isn’t reversible.**
</Info>

### To add existing or new associated parties to an Organisation via the Portal

Navigate to the **Owners & Officeholders** tab inside an organisation.

<div align="center">
  <img src="https://mintcdn.com/frankieone-f5583b1b/ImiD1ISY6DEFUA-s/images/v1/portal/business-profiles-kyb/6930e15-owners_and_officeholders.png?fit=max&auto=format&n=ImiD1ISY6DEFUA-s&q=85&s=a009614044617cf677d5765958fb526e" alt="Owners & Officeholders tab screenshot" width="866" height="70" data-path="images/v1/portal/business-profiles-kyb/6930e15-owners_and_officeholders.png" />
</div>

Scroll to the bottom of the page and click on the **Add Entity** which then lets you choose one of two options

* Search for existing Individual/Organisation
* Create a new Individual/Organisation

<div align="center">
  <img src="https://mintcdn.com/frankieone-f5583b1b/ImiD1ISY6DEFUA-s/images/v1/portal/business-profiles-kyb/f37f9fe-image.png?fit=max&auto=format&n=ImiD1ISY6DEFUA-s&q=85&s=9d4d3a662688f0e0a462a4530ff279be" alt="Associated Parties Screenshot" width="343" height="159" data-path="images/v1/portal/business-profiles-kyb/f37f9fe-image.png" />
</div>

<Callout icon="thumbtack" color="#1A6CFF" iconType="regular">
  **Note on role for adding associated parties:**\
  A specific user role is not required to add an associated individual to a business entity. To manually associate entities, a valid ownership query result is needed. This can be obtained by running a “Single Level” or an “Ownership Query” report.
</Callout>

#### Search for existing Individual/Organisation

Step 1 - Search for an Individual/Organisation by Full name, Family name, Customer ID, Frankie ID, ACN or ABN.\
Step 2 - Select the entity from the list.\
Step 3 - Choose the role type from the available list.\
Step 4 - Enter the Beneficially or Non-Beneficially held Ownership % (Optional).\
Step 5 - Click on **Add**.\
Step 6 - In the confirmation popup, select whether to hide the Individual from the Entities page (Unchecked by default).

<div align="center">
  <img src="https://mintcdn.com/frankieone-f5583b1b/ImiD1ISY6DEFUA-s/images/v1/portal/business-profiles-kyb/4fa7f3e-image.png?fit=max&auto=format&n=ImiD1ISY6DEFUA-s&q=85&s=6e4426aa152c321cefe80243b01bf740" alt="Associated Party Example" width="506" height="264" data-path="images/v1/portal/business-profiles-kyb/4fa7f3e-image.png" />
</div>

#### Create a new Individual/Organisation

Step 1 - Choose whether it’s an Individual or a Business.

##### If an individual

Step 2 - Enter the required details.\
Step 3 - Choose the role type from the available list.\
Step 4 - Enter the Beneficially or Non-Beneficially held Ownership % (Optional).\
Step 5 - Click on **Add**.\
Step 6 - In the confirmation popup, select whether to hide the Individual from the Entities page.

##### If an Organisation

Step 2 - Search for a Business Name, ABN or ACN.\
Step 3 - Select a Business from the list of identified businesses.\
Step 4 - Choose the role type from the available list.\
Step 5 - Enter the Beneficially or Non-Beneficially held Ownership % (Optional).\
Step 6 - Click on **Add**.\
Step 7 - In the confirmation popup, select whether to hide the Organisation from the Entities page.

<Callout icon="thumbtack" color="#1A6CFF" iconType="regular">
  ##### Note on hiding associated party from

  If you select **Hide the associated party from the Entities page** when initially creating an associated party, and later run a report or check on that entity, it will still appear on the Entities page. This happens because the Portal automatically promotes the entity to a focus entity, allowing you to view and review it.
</Callout>

### Once an **Associated Party** is added you can maintain them going forward

* Sending them a KYC link\
  The added parties can be sent a KYC check link at an individual level.
* Updating an associated party\
  The roles of the party and the Beneficially or Non-Beneficially held Ownership % can be updated.
* Removing an associated party
