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

# Entities Overview

> Manage entities shared across your organization's projects

## 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.

***

## Accessing Organization Entities

<Steps>
  <Step title="Go to Organization">
    Navigate to your organization home from the Dashboard.
  </Step>

  <Step title="Click Entities Tab">
    Select the **Entities** tab from the organization navigation.
  </Step>
</Steps>

***

## Entity Views

### View by Entities

The default view shows all entities in a table format:

| Column          | Description                        |
| --------------- | ---------------------------------- |
| **Entity Name** | Company or organization name       |
| **Artists**     | Associated artists                 |
| **Projects**    | Projects where this entity appears |
| **Actions**     | View entity details                |

### View by Artists

Switch to see entities grouped by artist:

| Column       | Description                           |
| ------------ | ------------------------------------- |
| **Artist**   | Artist name                           |
| **Entities** | Companies associated with this artist |
| **Projects** | Projects involving this artist        |

<Steps>
  <Step title="Click View Dropdown">
    Use the view selector dropdown.
  </Step>

  <Step title="Select View">
    Choose "View by Entities" or "View by Artists".
  </Step>
</Steps>

***

## Filtering Entities

### By Project

Filter to see entities from specific projects:

<Steps>
  <Step title="Click Project Filter">
    Use the project dropdown filter.
  </Step>

  <Step title="Select Project">
    Choose a specific project or "All Projects".
  </Step>

  <Step title="View Results">
    See entities filtered to that project.
  </Step>
</Steps>

### Sorting

Sort entities alphabetically:

| Sort    | Description                   |
| ------- | ----------------------------- |
| **A-Z** | Ascending alphabetical order  |
| **Z-A** | Descending alphabetical order |

Click the **Sort** button to toggle between ascending and descending order.

***

## Entity Details

Click **View Entity** to see detailed information:

### Basic Information

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

### Project Associations

* Which projects include this entity
* Role in each project

### Related Artists

* Artists associated with this entity
* Artist-entity relationships

***

## 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

***

## Cross-Project Entities

When the same entity appears in multiple projects:

| Behavior                | Description                                  |
| ----------------------- | -------------------------------------------- |
| **Deduplicated**        | Entity appears once in the organization view |
| **All Projects Listed** | Shows all project associations               |
| **Consistent Data**     | View entity data across projects             |

***

## Managing Entities

### Viewing Details

<Steps>
  <Step title="Find Entity">
    Locate the entity in the list.
  </Step>

  <Step title="Click View Entity">
    Open the entity details dialog.
  </Step>

  <Step title="Review Information">
    See all entity details and associations.
  </Step>
</Steps>

### Editing Entities

Entity editing is done within individual projects:

<Steps>
  <Step title="Note the Project">
    See which project(s) the entity belongs to.
  </Step>

  <Step title="Open Project">
    Navigate to the relevant project.
  </Step>

  <Step title="Go to CRM">
    Access **CRM** → **Entities**.
  </Step>

  <Step title="Edit Entity">
    Make your changes.
  </Step>
</Steps>

<Note>
  Changes to an entity in one project affect how it appears in that project's contracts and statements.
</Note>

***

## Entity Identification

Entities are recognized as the same across projects when they share:

| Identifier     | Priority                              |
| -------------- | ------------------------------------- |
| **IPI Number** | Highest - unique industry identifier  |
| **Tax ID**     | High - legal identifier               |
| **Name Match** | Medium - when identifiers unavailable |

### Ensuring Consistent Entities

<AccordionGroup>
  <Accordion title="Always add IPI numbers">
    IPI numbers ensure entities are correctly identified across projects.
  </Accordion>

  <Accordion title="Use consistent naming">
    Use official legal names as primary names.
  </Accordion>

  <Accordion title="Add aliases">
    Include all known names and abbreviations.
  </Accordion>
</AccordionGroup>

***

## Pagination

For organizations with many entities:

* Navigate between pages using pagination controls
* Adjust items per page (default: 20)
* Total count displayed above the table

***

## Use Cases

### 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)
```

### 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)
```

***

## Best Practices

<AccordionGroup>
  <Accordion title="Review organization entities regularly">
    Periodically review for duplicates or inconsistencies.
  </Accordion>

  <Accordion title="Standardize entity data">
    Use consistent identifiers and naming across projects.
  </Accordion>

  <Accordion title="Use the artist view">
    Switch to artist view to see your roster across projects.
  </Accordion>

  <Accordion title="Filter by project">
    Use project filters to focus on specific catalogs or clients.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Project CRM" icon="users" href="/projects/crm/overview">
    Manage entities within individual projects.
  </Card>

  <Card title="CRM Entities" icon="building" href="/projects/crm/entities">
    Detailed entity management documentation.
  </Card>

  <Card title="Projects in Your Organization" icon="shield" href="/organizations/projects/overview">
    Understanding data isolation between projects.
  </Card>

  <Card title="Projects Overview" icon="folder" href="/projects/overview">
    Managing projects in your organization.
  </Card>
</CardGroup>