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Overview

Organization Entities provides a unified view of all companies, labels, publishers, and organizations across your projects. This helps you see the full picture of your business relationships and manage entities consistently. Organization Entities

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Accessing Organization Entities

1

Go to Organization

Navigate to your organization home from the Dashboard.
2

Click Entities Tab

Select the Entities tab from the organization navigation.

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Entity Views

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View by Entities

The default view shows all entities in a table format:
ColumnDescription
Entity NameCompany or organization name
ArtistsAssociated artists
ProjectsProjects where this entity appears
ActionsView entity details

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View by Artists

Switch to see entities grouped by artist:
ColumnDescription
ArtistArtist name
EntitiesCompanies associated with this artist
ProjectsProjects involving this artist
1

Click View Dropdown

Use the view selector dropdown.
2

Select View

Choose “View by Entities” or “View by Artists”.

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Filtering Entities

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By Project

Filter to see entities from specific projects:
1

Click Project Filter

Use the project dropdown filter.
2

Select Project

Choose a specific project or “All Projects”.
3

View Results

See entities filtered to that project.

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Sorting

Sort entities alphabetically:
SortDescription
A-ZAscending alphabetical order
Z-ADescending alphabetical order
Click the Sort button to toggle between ascending and descending order.

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Entity Details

Click View Entity to see detailed information:

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Basic Information

  • Entity name and shorthand
  • Entity type (label, publisher, distributor, etc.)
  • Identifiers (IPI, tax ID, etc.)

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Project Associations

  • Which projects include this entity
  • Role in each project
  • Artists associated with this entity
  • Artist-entity relationships

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Your Entity

One entity in your organization is marked with a You badge:
  • Represents your own company
  • Typically the primary entity for most projects
  • Used for identifying your role in contracts

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Cross-Project Entities

When the same entity appears in multiple projects:
BehaviorDescription
DeduplicatedEntity appears once in the organization view
All Projects ListedShows all project associations
Consistent DataView entity data across projects

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Managing Entities

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Viewing Details

1

Find Entity

Locate the entity in the list.
2

Click View Entity

Open the entity details dialog.
3

Review Information

See all entity details and associations.

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Editing Entities

Entity editing is done within individual projects:
1

Note the Project

See which project(s) the entity belongs to.
2

Open Project

Navigate to the relevant project.
3

Go to CRM

Access CRM → Entities.
4

Edit Entity

Make your changes.
Changes to an entity in one project affect how it appears in that project’s contracts and statements.

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Entity Identification

Entities are recognized as the same across projects when they share:
IdentifierPriority
IPI NumberHighest - unique industry identifier
Tax IDHigh - legal identifier
Name MatchMedium - when identifiers unavailable

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Ensuring Consistent Entities

IPI numbers ensure entities are correctly identified across projects.
Use official legal names as primary names.
Include all known names and abbreviations.

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Pagination

For organizations with many entities:
  • Navigate between pages using pagination controls
  • Adjust items per page (default: 20)
  • Total count displayed above the table

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Use Cases

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Label with Multiple Artists

Organization View:
├── Your Label (appears in 3 projects) [You]
├── Artist A Inc (1 project)
├── Artist B LLC (1 project)
├── Artist C Corp (1 project)
├── Distributor X (2 projects)
└── Distributor Y (1 project)

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Publisher with Multiple Catalogs

Organization View:
├── Your Publishing (appears in 3 projects) [You]
├── Writer A (2 projects)
├── Writer B (1 project)
├── Writer C (1 project)
└── Client Publisher (1 project)

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Best Practices

Periodically review for duplicates or inconsistencies.
Use consistent identifiers and naming across projects.
Switch to artist view to see your roster across projects.
Use project filters to focus on specific catalogs or clients.

Project CRM

Manage entities within individual projects.

CRM Entities

Detailed entity management documentation.

Data Separation

Understanding data isolation between projects.

Projects Overview

Managing projects in your organization.