Creating a relationship between entities

Before you start

If the related entity doesn't yet exist in BNDRY, create them first before adding the link.

Linking two entities

1. Open the entity you want to add the relationship from.
2. Click the Relationships tab on the profile.
3. Click Add relationship.
4. Search for the related entity.
5. Choose the relationship type from the list.
6. (Optional) Add notes — for example, the percentage of ownership for a shareholder or beneficial owner.
7. Click Save.

Removing a link

Open either entity, go to the Relationships tab, and click the remove icon next to the relationship. The link is removed from both records.

Related articles

• Relationships
• Entities