To add a person in Athennian, navigate to the People tab on the left. Once you've created a Person Record, you can connect that person to Entities as a director, officer, shareholder, or other roles. 

Creating a Person Record

To create a New Person Record, navigate to the People tab on the left-hand menu within the Entity Manager view.

Clicking on the People tab will bring up the full list of People Records that you have entered into Athennian—because you've just started out, you'll likely have no contacts.

Once you're inside the People tab, navigate to the blue + New button on the top left-hand side. This will bring up a New Person workflow. 

A New Person workflow works the same as a New Entity workflow. Once the card is open, you can manually enter the requested information, including Last Name, First Name, Email and Gender. You can also enter a short Bio on the person.

Addresses

To assign an address, you can either manually enter the information, search for the address using Google Maps or Import the address from another person. 

To Import an address, check the Import box in the bottom left-hand corner of the New Person workflow.

With that box checked, the FROM PROFILE choice will come up. In the first dropdown you can choose an address from a Person or Entity.  Once you’ve chosen that, click on Select profile > and the Select entity or Select person window will pop up depending on where you plan to take the record from. 

Once you’ve selected the Entity or Person you want to take the address from, another button will pop up under FROM PROFILE next to your chosen entity. Click on Select address > and the Select address window will pop up.

Choose the correct address from the list and it will populate your New Person workflow with the address. Once your contact has been created, it will appear at the top of your People list. 

Navigating a Person Record

Add Another Address

You can add additional addresses to any Person Record by navigating to the Address tab within the record and clicking on the blue + New button.


Your new address will now show up within the Address tab of this specific Person Record. This is where all of the addresses for this particular contact will exist over time. You can select a specific address of a person when adding the person to entities. 

Interests

Under the Interests tab, you can find all the relationships that a person has with any entity. Under the Principal tab, you can see director, officer and manager relationships. Under the Shareholder tab, you can see any ownership interests, including voting and equity percentages. 

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