Create and Edit Entity Families – Ironclad

You can create and edit entity families for any given entity by linking it with other entities from the Entity family modal.

Oftentimes, entities do not stand alone and can belong to the same corporate family or business structure. Entity families helps you visualize corporate structures to better understand the scope of work and obligations with a set of entities. You can create and manage these families by linking entities. A common relationship is parent-child, where a child entity is a direct sub-entity of the parent.

Use Case

A company is expanding internationally and has recently acquired several regional subsidiaries. The legal team needs to track these relationships to understand ownership structures and compliance obligations.

For example, Classics Inc. (Parent) owns Classics Europe and Classics Asia as subsidiaries. To keep this information accurate in Ironclad, the team opens the Entity Family modal from the Classics Inc. entity. From there, they link the two subsidiaries as child entities under Classics Inc.

Later, when Classics Inc. establishes a new affiliate, Classics Canada, the team edits the existing entity family to add this new child entity. By maintaining these connections in the entity family, the legal team ensures that anyone reviewing entity data can quickly see the full family structure, ownership relationships, and related obligations (if applicable).

Permissions

Features	Entities
Permissions	Admin role OR Repository and Entities = View, edit, and create access to all Record types and Entity types (current and future)

Create and Edit an Entity Family

Click the Entities tab.
Click on the entity that you want to create or edit relationships for. The entity displays in a panel on the right.
Click the Entity Families button (indicated by a decision tree icon). The Entity Families modal displays. Alternatively, you can access the entity family modal by expanding the entity and clicking on the decision tree icon located next to the entity’s name.
Click Edit.
To add a parent entity, click Add parent entity. You can then search for and select the entity you want to create a relationship with.
To add a child entity, click Add child entity. You can then search for and select the entity you want to create a relationship with.
To delete an existing relationship, click the three stacked dots located to the right of the entity. Click Remove entity.
Click Save Changes.