Entity permissions and states
Reference organization access, current record and settings authorization, entity status, verification, and source-owned fields.
Entities is organization-scoped. The route resolves the signed-in user’s membership before loading the register.
Current authorization
| Action | Organization member | Organization administrator |
|---|---|---|
| Browse, search, filter, and export entities | Yes | Yes |
| Open entity details, connected features, and ownership | Yes | Yes |
| Create a carry vehicle, general partner, or other entity | Yes | Yes |
| Update entity fields and approve Pending review records | Yes | Yes |
| Edit configured custom-field values from the entity browser | Yes | Yes |
| Configure Custom fields and Relationships | No | Yes |
At the current product revision, organization members can update entity records and approve them; there is no separate per-entity editor role on these routes. Organization administrators alone can configure custom fields and relationship types.
Entity status
| Status | Meaning |
|---|---|
| Pending review | The record requires review; this is the default for a new entity. |
| Active | The entity is active. |
| Inactive | The entity is retained but not active. |
| Dissolved | The legal entity is recorded as dissolved. |
Approve applies to a Pending review entity and changes its operational status to Active. It does not set the separate verification status.
Verification status
| Status | Meaning |
|---|---|
| Unverified | Identity has not been verified; this is the default. |
| Pending | Verification is in progress. |
| Verified | Verification has been completed. |
Operational status and verification status must be evaluated independently.
Source ownership
Fund and management-company entities can show Locked to source for Legal name, Display name, Registration number, and Country. Correct those values in the source record. Carry vehicles, general partners, and other entities store their identity through their linked standalone record and can be maintained in Entities.
Identity rules
- Entity type is one of Fund, Feeder fund, SPV, Management company, Carry vehicle, General partner, or Other entity.
- Entity code uses
CC-XXXX: two uppercase country letters, a hyphen, and four uppercase letters. - One legal identity cannot be recreated under a conflicting entity type in the same organization.