Entity Setup

Entities are the operating boundary for reporting, execution records, access policies, and collaboration.

Step 1: Create the entity record

Start with the core identity of the entity:

• entity name
• entity type
• owner or admin assignment
• basic profile and operating context

Use a stable name and ownership structure from day one because the entity becomes the anchor for reporting, execution history, and follow access.

Step 2: Configure direct operators

Set up the people who actively manage the entity:

• owners
• team members
• internal operators

These users are different from followers. Team access is for operating the entity. Follower access is for viewing selected artifacts.

Step 3: Create organizations when needed

If external access should move with a group instead of a single person, create an organization from the entity detail page.

Organizations are useful for:

• investor firms
• lender teams
• advisory groups
• partner operating teams

After creation, invite users into the organization and wait for them to accept before assuming they inherit any access.

Step 4: Configure follow-access defaults

Before you start sharing reports or execution history, decide how outside principals should gain access.

You can grant access to:

• a single user
• another entity
• an organization

And you can scope that access to:

• all reports
• goals only
• press releases only
• a custom subset of artifacts

Step 5: Run readiness checks

Before generating reports or opening investor workflows, verify:

• ownership is clear
• direct operators are correct
• organization membership is current
• follow-access scopes match real stakeholder needs
• reporting cadence and execution cadence are defined

Validation checklist

• Entity created with correct naming and ownership
• Team operators are assigned and reviewed
• Required organizations are created for grouped access
• Follow-access policy model is defined before external sharing
• Entity is ready for reporting and execution workflows