Your entity details are the foundation of everything else in Atlas, from structure charts to governance information. Keeping them accurate and up to date reduces the risk of errors, incorrectly authorized corporate actions, and delayed responses to regulators or counterparties. When you update an entity's details, those changes are automatically reflected everywhere that entity appears, so you don't have to manually update the same information across structures and charts.

Add/Edit entity details

1. In the left-hand navigation, under Atlas, open the Entities page
2. On the Finalized tab, use search and filters to locate the applicable entity
3. Click the entity's name to open it's details
4. Click Add/Edit on any of the tabs to modify the information 
   1. On the Key Information tab, manage the entity's Fundamentals, Key Dates, Custom Entity Fields, Directors, Managers, and Officers.
      💡These fields are displayed on the Entities dashboard for broad visibility across all entities and are filterable so you can easily find the record you're looking for 
   2. On the Relationships tab, manage the Owners, Holdings, and Contractual Relationships. 
      1. For Owners:
         1. Select Add Owner to add either an Entity, Person, or External Entity as an owner.
         2. Enter the *required fields. Atlas allows you to enter optional fields such as interest, share class, etc.
         3. Click Add Owner to save. The relationship will be created above the entity.
      2. For Holdings:
         1.  Select Add Holding to add an Entity as a holding for that entity. 
         2. Click Add Holding to save. The relationship will be created below the entity.
      3. For Contractual Relationships: 
         1. Select Add Contractual Relationship.
         2. Enter the *required fields. 
         3. Click Add Contractual Relationship to save. The relationship will be created with a dotted line between the two entities.
5. Click Save at the bottom of each panel as changes are made

Fund Affiliation 

In order for an entity to appear as an option in the Fund Affiliation drop-down, it's Purpose must be be set as a Fund first. 

1. In the Fundamentals tile in an entity's details, click Edit
2. In the Purpose drop-down, select Fund
3. Click Save

Once saved, the entity will now be available for all other entities, including itself, as an option under the Fund Affiliation drop-down.