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

# Identity details

> See how to navigate the identities details page.

The Identity details page gives you a complete view of an identity - including its name, email, balances, country, and all related activity.

<img src="https://mintcdn.com/blnk/JB9Zhph4DjE0VsHT/cloud/img/identities/identity-details-page.png?fit=max&auto=format&n=JB9Zhph4DjE0VsHT&q=85&s=f04c79476a0dca9b4083aef744e4aeb5" alt="Main identity details page layout" className="rounded-lg" width="3392" height="1968" data-path="cloud/img/identities/identity-details-page.png" />

***

## Summary section

At the top, you'll see your identity information:

<img src="https://mintcdn.com/blnk/JB9Zhph4DjE0VsHT/cloud/img/identities/identity-summary-section.png?fit=max&auto=format&n=JB9Zhph4DjE0VsHT&q=85&s=0a880e5e660e3e44b7f7ccef36eefc46" alt="Identity summary section with all details" className="rounded-lg" width="3392" height="1968" data-path="cloud/img/identities/identity-summary-section.png" />

| Details        | Description                                                                  |
| :------------- | :--------------------------------------------------------------------------- |
| Name           | First and last name (for individual) or organization name (for organization) |
| Email          | Primary email address associated with the identity                           |
| Phone number   | Contact phone number                                                         |
| Other names    | Additional names or aliases                                                  |
| Street address | Physical street address                                                      |
| City           | City or locality                                                             |
| State          | State, province, or region                                                   |
| Country        | Country of residence or registration                                         |
| Post code      | Postal or ZIP code                                                           |
| Nationality    | Nationality or citizenship                                                   |
| Identity ID    | Unique identifier for the identity                                           |
| Date created   | Date and time when the identity was created                                  |

### Edit identity

You can edit any identity information directly from the identity details page. Click `Edit identity` in the top-right corner to update names, contact details, addresses, and other identity fields.

<img src="https://mintcdn.com/blnk/JB9Zhph4DjE0VsHT/cloud/img/identities/edit-identity-button.png?fit=max&auto=format&n=JB9Zhph4DjE0VsHT&q=85&s=03ce18c5b6328cd49bb54d4624d0ed4d" alt="Edit identity button highlighted on the identity details page" className="rounded-lg" width="3774" height="2122" data-path="cloud/img/identities/edit-identity-button.png" />

***

## Connected balances

This is a list of all balances linked to an identity. We display the last 10 balances by default.

<img src="https://mintcdn.com/blnk/JB9Zhph4DjE0VsHT/cloud/img/identities/connected-balances-section.png?fit=max&auto=format&n=JB9Zhph4DjE0VsHT&q=85&s=60c8a89ca6c2f46e65ca4668f81f25c1" alt="Connected balances section showing linked balances" className="rounded-lg" width="3392" height="1968" data-path="cloud/img/identities/connected-balances-section.png" />

To view more, click `View all balances` to open the full table.

***

## Create a linked balance

To automatically create a balance for an identity;

<img src="https://mintcdn.com/blnk/JB9Zhph4DjE0VsHT/cloud/img/identities/create-linked-balance-form.png?fit=max&auto=format&n=JB9Zhph4DjE0VsHT&q=85&s=35790725073c847f0c0bb454908e300b" alt="Create balance form with prefilled identity ID" className="rounded-lg" width="3384" height="1952" data-path="cloud/img/identities/create-linked-balance-form.png" />

1. While on an identity details page, click `New > New balance` at the top right of the app or press `⌥ + B` (`Alt + B` for Windows).
2. Enter the required details " currency, ledger, and any additional custom fields.
3. The identity ID is prefilled for you.
4. Click `Create balance`.

***

## Metadata

The metadata section allows you to add custom information to your identity. You can store additional details, tags, or any other data that helps you organize and manage your identities.

### Edit metadata

To edit metadata:

<img src="https://mintcdn.com/blnk/V1zKD8N18ifO090g/cloud/img/metadata/edit-metadata-button.png?fit=max&auto=format&n=V1zKD8N18ifO090g&q=85&s=2606736a9879d1475d60a1242ca8a0a8" alt="Edit metadata button in the Additional information section" className="rounded-lg" width="1366" height="768" data-path="cloud/img/metadata/edit-metadata-button.png" />

1. Navigate to the `Additional information` section.
2. Click the `Add` or `Edit` button at the top right of the section.
3. Use the code editor to add new metadata or update existing metadata.
4. Click `Update` to apply your changes.

<img src="https://mintcdn.com/blnk/V1zKD8N18ifO090g/cloud/img/metadata/metadata-editor.png?fit=max&auto=format&n=V1zKD8N18ifO090g&q=85&s=ff929e21c2a4c4be0c9e8bacd92f4cd8" alt="Metadata code editor interface for adding and editing custom data" className="rounded-lg" width="1366" height="768" data-path="cloud/img/metadata/metadata-editor.png" />

<Note>When updating metadata, any fields you don't include in your update will remain unchanged. Blnk adds your new values to the existing metadata instead of deleting them. To remove a value, set it to an empty string.</Note>

***

## Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool.

To ask questions or discuss issues, please [contact us](mailto:support@blnkfinance.com) or [join our Discord community](https://discord.gg/7WNv94zPpx).

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