> ## Documentation Index
> Fetch the complete documentation index at: https://docs.syntage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Entities and onboarding

> Create entities, understand credential and authorization requirements, and troubleshoot onboarding.

Creating an entity connects a person or company to the datasources your organization needs. Some requests use entity information only, while others require credentials or authorization.

## Credential and authorization requirements

| What the entity provides     | Examples                                                                                        | Notes                                                                                      |
| ---------------------------- | ----------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ |
| Name or identifiers only     | RPC, RUG, BIL, Background Check, INFONAVIT, SAT certificate lookup, Company Verification Report | No credentials or authorization are required, but some reports may have an additional cost |
| Credentials or authorization | SAT data that requires credentials, Buró de Crédito                                             | The entity must provide access through a supported authorization flow                      |

Requests that need only a name or identifiers can be useful for preliminary review before you ask the entity to provide credentials or authorization.

## Create an entity without credentials

Follow [Request data without credentials](/using-syntage/dashboard/request-data-without-credentials) for the required identifiers and dashboard steps for each datasource.

## Share an onboarding link

Use an onboarding link when the requested data requires credentials or authorization from the entity.

1. Open [All Entities](https://app.syntage.com/entities).
2. Open the dropdown next to **Add entity**.
3. Select **Open onboarding page**.
4. Select whether to include Buró de Crédito onboarding.
5. Copy the generated URL and share it with the entity.

You can send the URL by email, WhatsApp, or any other communication channel your organization uses.

## Create a personalized onboarding link

Use a personalized link when you want the flow to include entity-specific information.

1. Open [All Entities](https://app.syntage.com/entities).
2. Click **Add entity**.
3. Select the datasources you need.
4. Enter the RFC or legal name.
5. Copy the generated onboarding URL and share it with the entity.

Personalized links can improve trust because the entity sees a registration flow tied to its own information.

## Customize the onboarding page

Administrators can customize the registration page from [Entity Onboarding](https://app.syntage.com/settings/entity-onboarding).

Common settings include:

* Company name
* Privacy policy URL
* Company logo
* Accent color
* eFirma availability, when enabled for your organization

After saving changes, open the registration link to verify how the page appears to entities.

## Check whether onboarding was completed

Use [SAT Credentials](https://app.syntage.com/datasources/mx/sat/credentials) to review SAT credential registration attempts.

1. Open [SAT Credentials](https://app.syntage.com/datasources/mx/sat/credentials).
2. Filter by RFC.
3. Check whether the status is valid or invalid.
4. Review the creation date if the entity was previously registered.

If validation succeeded but the entity does not appear in the expected position in the entity list, filter [All Entities](https://app.syntage.com/entities) by RFC. Existing entities keep their original creation date, so a repeated registration may not move the entity to the top of the list.

## Troubleshoot SAT onboarding

If the registration flow reports that the RFC or password is incorrect, ask the entity to confirm:

* The RFC is correct
* The CIEC password is correct
* The password has at least one letter and one number
* The password is at least 8 characters and no more than 20 characters
* They are using the CIEC password, not the e.firma password, unless e.firma onboarding is enabled
* e.firma portable is not enabled

If an existing SAT credential later becomes invalid, the entity usually needs to complete onboarding again so Syntage can validate the updated credential.

## Processed entities

A processed entity is an RFC that has at least one [extraction](/using-syntage/extractions) during the current month. For plan limits, an entity is counted once per month even if you run multiple extractions for that entity.

Creating an entity and processing an entity are different:

* Creating an entity happens when the entity completes onboarding or is added to Syntage.
* Processing an entity happens when at least one extraction is created for that entity during the month.