> ## 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.

# Identities

> Learn what identities are and how they work in your ledger system.

In Blnk, you use [identities](/identities/introduction) 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.

***

## Create identities

To create a new identity:

<Steps>
  <Step title="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).

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/identities/create-identity-open.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=a3590b694e6def8c40943abd4d6010a8" alt="Identities table with the Create identity control in the header" className="rounded-lg" width="1366" height="768" data-path="cloud/img/identities/create-identity-open.png" />
    </Frame>
  </Step>

  <Step title="Choose the identity type">
    Select `Individual` for a person or `Organization` for a business or entity.

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/identities/create-identity-type.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=83ebf9fb99b2750453ded53b36b96c84" alt="Create identity form with Individual or Organization type selected" className="rounded-lg" width="1366" height="768" data-path="cloud/img/identities/create-identity-type.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/identities/create-identity-details.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=322f9e852c6c26b5335ad00081b4f025" alt="Create identity form with name and email fields filled in" className="rounded-lg" width="1366" height="768" data-path="cloud/img/identities/create-identity-details.png" />
    </Frame>
  </Step>

  <Step title="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](/cloud/organization/metadata-templates) and fill in values.

    Metadata is optional. You can also add or edit it later on the identity details page.

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/identities/create-identity-metadata.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=f705bcaaf264ca8ec5b031be83c301ba" alt="Create identity form showing the Metadata section with Add metadata and Use template" className="rounded-lg" width="1366" height="768" data-path="cloud/img/identities/create-identity-metadata.png" />
    </Frame>
  </Step>

  <Step title="Create the identity">
    Click `Create identity`. The new record appears in the `Identities` table and you can open it for the full profile.

    <Frame>
      <img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/identities/create-identity-result.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=ba8c64639c966a18c0139e2207e85084" alt="Identities table or identity details showing a newly created identity" className="rounded-lg" width="1366" height="768" data-path="cloud/img/identities/create-identity-result.png" />
    </Frame>
  </Step>
</Steps>

***

## Working with identities

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

### Identities table

The **Identities** table shows a list of all identities in your workspace. For each identity, you can see:

<img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/identities/identities-table.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=3fcb314c1790d29c5212a516d546b110" alt="Identities table showing all identity information" className="rounded-lg" width="1366" height="768" data-path="cloud/img/identities/identities-table.png" />

* **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.

<Tip>Use the `Add filters` and `Refresh` buttons to customize your view and get the latest identity data from your instance.</Tip>

### View identity details

Click an identity to see its complete profile, including:

<img src="https://mintcdn.com/blnk/4bG_EwgREaz5d5o1/cloud/img/identities/identity-details-summary.png?fit=max&auto=format&n=4bG_EwgREaz5d5o1&q=85&s=20c959dbaf42d6ad078c606ff12d0933" alt="Identity details summary view" className="rounded-lg" width="1366" height="768" data-path="cloud/img/identities/identity-details-summary.png" />

* **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`.

***

## 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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