Learn how to create a person record in Athennian!
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 only required fields are those with the asterisks. However, the more information you enter into the database, the more you get out of it; (See Screenshot 1);
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.