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Overview

The Identity details page gives you a complete view of an identity — including its name, email, balances, country, and all related activity. Main identity details page layout

Summary section

At the top, you’ll see your identity information: Identity summary section with all details
DetailsDescription
NameFirst and last name (for individual) or organization name (for organization)
EmailPrimary email address associated with the identity
Phone numberContact phone number
Other namesAdditional names or aliases
Street addressPhysical street address
CityCity or locality
StateState, province, or region
CountryCountry of residence or registration
Post codePostal or ZIP code
NationalityNationality or citizenship
Identity IDUnique identifier for the identity
Date createdDate and time when the identity was created

Edit Identity

You can edit any identity information directly from the identity details page. Click Edit identity in the top-right corner to update names, contact details, addresses, and other identity fields. Edit identity button highlighted on the identity details page

Connected balances

This is a list of all balances linked to an identity. We display the last 10 balances by default. Connected balances section showing linked balances To view more, click View all balances to open the full table.

Create a linked balance

To automatically create a balance for an identity; Create balance form with prefilled identity ID
  1. While on an identity details page, click New > New balance at the top right of the app or press ⌥ + B (Alt + B for Windows).
  2. Enter the required details — currency, ledger, and any additional custom fields.
  3. The identity ID is prefilled for you.
  4. Click Create balance.

Metadata

The metadata section allows you to add custom information to your identity. You can store additional details, tags, or any other data that helps you organize and manage your identities.

Edit metadata

To edit metadata: Edit metadata button in the Additional information section
  1. Navigate to the Additional information section.
  2. Click the Add or Edit button at the top right of the section.
  3. Use the code editor to add new metadata or update existing metadata.
  4. Click Update to apply your changes.
Metadata code editor interface for adding and editing custom data
When updating metadata, any fields you don’t include in your update will remain unchanged. Blnk adds your new values to the existing metadata instead of deleting them. To remove a value, set it to an empty string.

Need help?

If you’re having trouble with Blnk Cloud, don’t hesitate to send us a message via email at support@blnkfinance.com or send us a message here.