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, follow these simple steps:
- Navigate to the People section of Athennian;
- Click + New at the top of the screen;
- In the new window that pops up, you will notice various fields to be filled in - note: the fields with the red asterisk are the only required fields;
- In the Details tab, add a First Name and Last Name, and then add the Email, Gender, and Tax Residency as necessary - you can also enter a short bio on the person in the Notes section;
- In the Address (Optional) tab, you can enter an address in one of three ways:
- Import an address from another entity/person profile using the Import From Profile field;
- Search for an address in the Enter a location field using Google Maps;
- Manually enter the address into the fields;
- You can always select + Add Field to add an additional field such as a Suite/Apartment or a P.O. Box number to an address;
- Once you've chosen your address, select Create to create the person record.
Navigating a Person Record
In a person record, you will have five different sections:
In the Contact section, you will find all of the individual's contact information. In this Title, Greeting, Email, Phone Number, Occupation, Designation, Drivers License number, Passport Number, Date of Birth, and various other fields. You can also add notes to this person's profile in the Notes section of the Contact tab.
In the Addresses section, you will find a list of all of the addresses associated with the person's profile. You can add as many addresses as you would like to a person's profile. To add additional addresses, simply click on the + New button and enter the address in as described in the instructions above. To learn how to update an address, consult this help article.
In the Interests section, you will find a list of the affiliations this individual has with other entities as a Principal, Shareholder, Optionholder, Warrantholder, or Committee member. To learn how to bulk resign an individual across different entities from this section, consult this help article. To learn how to bulk appoint an individual across different entities from this section, consult this help article. To learn how to bulk appoint an individual across different entities from this section, consult this help article.
In the Associations section, you will find a list of all associations this person has to other entities as an agent, contact, etc.
In the Documents section, you will find a list of the documents associated with this invididual. To add documents to this section, simply click on the + New button and then choose one of the options to upload the document from.
In the History section, you will find a list of all of the changes made to this person's profile.