Entities & groups
The corporate register is the backbone the modules attach to. This page is the operator's map of it; for the model itself see The platform model.
The register at a glance
Under Entities (/dashboard/entities) you navigate the hierarchy:
Group → Entity → Branch- Group — a client relationship. Open a group to see its entities, the account manager, and the portfolio rollup.
- Entity — a legal company. The entity page is where most reference data lives.
- Branch — a branch or representative office under an entity.
What hangs off an entity
An entity carries the statutory picture and the work attached to it:
- Officers — director, secretary, auditor, CEO, manager, nominee appointments.
- Shareholdings — share classes, holdings, and share transactions (allotment, transfer, transmission, buyback, split).
- Addresses — registered office, business, and mailing addresses (effective-dated).
- Business activities — SSIC codes, with a primary flag.
- Controllers & charges — the controller register and registered charges.
- Product subscriptions — which products are enabled for this entity (this is what makes a module's nav and intake appear).
- Module artifacts — payroll cycles, journal batches, FS engagements, XBRL filings, tax years.
Effective-dated records (addresses, shareholdings, the controller register) keep history rather than overwriting — the register can be read as of any date.
Scope and what you see
What appears is governed by tenant, scope, and role:
- A group-scoped role sees every entity in the group and the rollup.
- An entity-scoped role sees only its assigned entity.
- A module-scoped role sees only its module's surfaces on those entities.
- No role sees across tenants — enforced at the database.
Why work attaches to the entity
A client is a group of companies, but filings, payroll, and statements are done for a specific legal entity. Anchoring artifacts to the entity (or branch) is what lets one client login span a whole portfolio while each obligation stays correctly scoped to the company it belongs to.