Overview
The Identity details page gives you a complete view of an identity — including its name, email, balances, country, and all related activity.Summary Section
At the top, you’ll see your identity information:| Details | Description |
|---|---|
| Name | First and last name (for individual) or organization name (for organization) |
| Primary email address associated with the identity | |
| Phone number | Contact phone number |
| Other names | Additional names or aliases |
| Street address | Physical street address |
| City | City or locality |
| State | State, province, or region |
| Country | Country of residence or registration |
| Post code | Postal or ZIP code |
| Nationality | Nationality or citizenship |
| Identity ID | Unique identifier for the identity |
| Date created | Date and time when the identity was created |
Connected Balances
This is a list of all balances linked to an identity. We display the last 10 balances by default. To view more, click View all balances to open the full table.Create a linked balance
To automatically create a balance for an identity;- While on an identity details page, click New > New balance at the top right of the app or press ⌥ + B (
Alt + Bfor Windows). - Enter the required details — currency, ledger, and any additional custom fields.
- The identity ID is prefilled for you.
- Click Create balance.