> For the complete documentation index, see [llms.txt](https://kb.bravegen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bravegen.com/carbon/core-concepts/reporting-entities/managing-entities.md).
# Managing Entities
Create, update, move, bulk edit, archive, and restore entities while preserving reporting data.
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Management of entities is restricted to users with the Administrator or Editor [user role](/carbon/configuration/user-management/user-roles.md)
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## Creating Entities
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Entity creation requires an administrator or editor [role](/carbon/configuration/user-management/user-roles.md).
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Entities can be created through three methods:
### Automatic Entity Creation
Entities are typically created through any data collection process which includes an `Entity Identifier` property. For each new entity identifier encountered during the [task review](/carbon/core-concepts/data-collection/tasks/task-reviews.md) process you will be prompted if this represents a new entity that should be created, or mapped to an existing entity in the system.
### Manual Entity Creation
Entities can be manually created from **Settings -> Entities** screen by clicking the *New Entity* Button. This will prompt you to enter specific details about the entity.
Note that access permissions are inherited from the parent entity. If you want to grant access to additional users you will need to do this from the user screen.
### Bulk Entity Creation
Users can bulk create entities by clicking the 'bulk edit' button on the **Settings -> Entities** screen. This will open a dialog that prompts the user to download a CSV with the current entity structure.
| Entity ID (Do Not Modify) | Entity Name | Parent Entity ID |
| ------------------------- | ------------- | ---------------- |
| 0000001 | ABC Group Ltd | |
| 0000002 | ABC North | 0000001 |
| 0000003 | ABC South | 0000001 |
| | My New Entity | 0000002 |
When editing this file you can add any new entities you want. Leave the Entity ID field blank to allow the system to generate the correct internal ID.
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**Danger** Modifying the Entity ID column, or deleting a row **will** lead to data loss or corruption. Tread carefully!
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Make sure any new Entities and Hierarchy changes do not violate your [Base Year Recalculation Policy](/carbon/configuration/reporting-settings/base-year/base-year-recalculation-policy.md)
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Once you are happy with your new structure, upload the file via the same dialog.
## Updating Entity Details
Navigating to an entity either from the Entity Settings table or from the Carbon view will take you to the entity reporting dashboard. You can access the entity details by clicking the 'details' tab at the top. From here you can update the following details. See [Entity Reporting Details](/carbon/core-concepts/reporting-entities/managing-entities/entity-details.md)
* Entity Reporting Details
* Entity Contacts
* Entity Location (if Enabled)
Entity Details Screen
#### Bulk Editing Entity Details
BraveGen also supports inline bulk editing of entities by selecting multiple entity rows on the entities table, and then apply a bulk action from the bar that is displayed.
Supported bulk editing actions:\
\- Move To (unavailable while hierarchy is locked after first year)\
\- Archive\
\- Set Entity Type\
\- Control (%)\
\- Set From Date\
\- Set To Date\
\- Add Tags
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Entity hierarchy has a soft lock after the first year. While locked, you cannot edit the entity structure. You can still bulk update Entity Types and Effective To and Effective From dates.
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Make sure any new Entities and Hierarchy changes do not violate your [Base Year Recalculation Policy](/carbon/configuration/reporting-settings/base-year/base-year-recalculation-policy.md)
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## Moving Entities
Moving Entities should be done with caution lest it trigger a base year recalculation.
{% content-ref url="/pages/TymyUt7kAQcSbB2CLB0C" %}
[Moving & Merging Entities](/carbon/core-concepts/reporting-entities/managing-entities/moving-and-merging-entities.md)
{% endcontent-ref %}
## Archiving Entities
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IMPORTANT
An entity should only be archived if the entity was created in error, or the entity is being sold or divested. In all other instances an Effective To date should be set on the entity to preserve it's historical activity data
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Entities can be archived from their entry on Carbon, or from under the three dot actions menu on the Entities table. When you archive an entity you will be prompted to enter a reason for archiving before the entity is archived.
Archiving an entity will archive the entity, any related sources and any child entities (and their sources) removing them from current and historical reporting.
#### Restoring an Archived Entity
Entities that have been archived can be accessed from the archived toggle under Carbon Settings -> Entities. Clicking unarchive will prompt you for a destination entity to restore the entity to. Note that any archived child entities and sources will also be restored.
