---
title: "Create and Manage Custodians"
slug: "create-and-manage-custodians"
tags: ["Custodian Module", "custodians", "Manage", "person", "entity", "Create "]
updated: 2024-11-25T13:13:25Z
published: 2024-11-25T13:13:25Z
canonical: "docs.revealdata.com/create-and-manage-custodians"
---

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

# Create and Manage Custodians

This article provides instructions for creating, importing, editing, and deleting custodians within the **Custodians Module**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodians-module-image-htfsftok.png)

1. **New Custodian** – Click the ***New Custodian*** button in the Custodians Ribbon and the form below will appear for adding a custodian. There are two *Custodian Types* that can be created. The input of a *Custodian Prefix* for labeling that custodian's content is optional as of Release 10.3: one of the settings in Export is *Custodian Prefix Incremental* when it comes to numbering the files. This will add the Export Prefix onto the number for files pertaining to the custodian within any scope. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodians-module-image-4sopu9mr.png)
  - ***Person*** – This is the default Custodian Type. The minimum information for a Person Custodian is the First Name and Last Name. After filling out the New Custodian form, click OK, and the ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodians-module-image-x8qlrjj1.png) icon will appear in the Module Navigation and the Custodian Management section within the module form.
  - ***Entity*** – The other Custodian Type is Entity. This Custodian Type allows for only one name if necessary. To create an Entity Custodian, click the Custodian Type drop-down, change it to ***Entity***, and enter the Entity Name. After filling out the New Custodian form, click OK, and the ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodians-module-image-wuzce64f.png) icon will appear in the Module Navigation and the Custodian Management section within the module form.
2. **Import Custodian CSV** – To import multiple custodian names via a CSV file, click the ***Import Custodian CSV*** button in the Custodians Ribbon and the form below will appear. The minimum information for the CSV file is the *Export Prefix* (Column A of CSV), the *First Name* (Column B of CSV) and *Last Name* (Column D of CSV) of the custodian. One of the settings in Export is *Custodian Prefix Incremental* when it comes to numbering the files, which will add the Export Prefix onto the number for files pertaining to the custodian. After browsing to the CSV file, click the ***Import Load File*** button, review the results displayed in the table, and if correct click the ***Add Custodians*** button. The ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodians-module-image-u58nqgbq.png) icon will appear in the Module Navigation and the Custodian Management section within the module form for each custodian. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodians-module-image-d3wngsbo.png)
3. **Edit Custodian** – To edit a custodian after creation click the ***Edit Custodian*** button in the Custodians Ribbon.

> [!NOTE]
> **Note**
> 
> This setting can be used to reset the Export Prefix for the Custodian Prefix Incremental numbering.

**Since the *Custodian Prefix Incremental* numbering always picks up from the last number used during export, the recommended way to reset this number back to 1 is to change the Export Prefix to a new prefix.** Otherwise, you would need to delete all previous exports for this custodian from Discovery Manager.
4. **Delete Custodian** – To delete a Custodian first select the Custodian in the Custodians Module Navigation and then click the ***Delete Custodian*** button in the Custodians Ribbon.
5. **Refresh** – Click the ***Refresh*** button to refresh the Custodians Module to show new Custodians created as well as previously unassigned data that has been assigned to a Custodian and to update the Custodian group’s statistics.

For assigning and managing data sources to a custodian, see [Assign Data to a Custodian](/discovery-manager/docs/assign-data-to-a-custodian).

## Related

- [Assign Data to a Custodian](/assign-data-to-a-custodian.md)