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In Blnk, you use identities to represent individuals, organizations, or entities in your ledger. Identities help you:
  • Organize balances: Link multiple balances to a single identity for better tracking and reporting.
  • Simplify management: Group related financial activities under one entity for easier oversight.
Blnk supports two types of identities: individual and organization.

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Create identities

To create a new identity:
1

Open the create identity flow

Go to Identities. In the top-right corner of the table, click Create identity, or press ⌥ + I (Alt + I on Windows).
Identities table with the Create identity control in the header
2

Choose the identity type

Select Individual for a person or Organization for a business or entity.
Create identity form with Individual or Organization type selected
3

Enter required details

Fill in the required fields:
  • Individual: first and last name, plus email address.
  • Organization: organization name, plus email address.
Other profile and address fields are optional. Address fields are separate from metadata.
Create identity form with name and email fields filled in
4

Add metadata (optional)

Scroll to the Metadata section at the bottom of the form.
  • Click + Add metadata to add a key and value for this identity only (for example, customer_segment = retail).
  • Click Use template to import keys from a metadata template and fill in values.
Metadata is optional. You can also add or edit it later on the identity details page.
Create identity form showing the Metadata section with Add metadata and Use template
5

Create the identity

Click Create identity. The new record appears in the Identities table and you can open it for the full profile.
Identities table or identity details showing a newly created identity

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Working with identities

All records in Blnk are immutable. This means that once an identity is created, it cannot be deleted.

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Identities table

The Identities table shows a list of all identities in your workspace. For each identity, you can see: Identities table showing all identity information
  • Name: The individual’s full name or organization name.
  • Email: The primary email address associated with the identity.
  • Balances: The number of balances linked to this identity.
  • Country: The country associated with the identity’s address.
  • Created at: The date and time the identity was created.
Use the Add filters and Refresh buttons to customize your view and get the latest identity data from your instance.

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View identity details

Click an identity to see its complete profile, including: Identity details summary view
  • Basic information: Name, email, phone number, and creation date
  • Address details: Full address information
  • Identity ID: The unique identifier for the identity
For a complete view, select Full info in the top-right corner of the summary or press E to expand the details. To view all transactions performed on the balance, go to the Quick Actions section at the bottom of the summary and click View transactions.

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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 or join our Discord community.