Enhance your People management and efficiently track relationships by adding associations to a People profile.
Overview
This article provides a step-by-step guide on how to add an association (such as a Principal, Agent, Responsible Party, or Contact) to a People profile, link it to one or more entities, and define their role.
Availability: All customers.
Locate the People Profile
Head to the People section on the left-hand side of the screen
Search for the person's name in the Search bar provided
Select the person to open their Profile
Add a New Association
Navigate to the Associations tab
Click the + New blue button on the top right-hand corner of the screen
Select the type of association to add (Principal, Agent, Responsible, Contact, Other Professional or Shared Address)
Link Entities to the Association
In the modal that opens, click + Add Entity
In the Select Entity modal, select the entity from the list, or use the Search bar provided to search the entity name
To add more than one Entity, click + Add Entity again and select the next Entity
Note: The role(s) selected below under Roles will be applied to All the Entities selected
Add an Address (Optional)
To add an address, click + Add Address
In the Select Address modal, select the address from the display and click Apply (or click + New to create a new one if needed)
Define the Role and Create the Association
Click on + Add Role
In the Add Role modal, select the Role (e.g., Director) and Title from the dropdown menus
Optionally, select an existing Custom Title
Or add a new custom title option by clicking on the Manage [Role] Custom Title button, then in the Edit modal, click on + Add option, enter the title and click Save
Optionally, add an Effective Date, End Date and any Notes for the role
Click Create to confirm and add the role
To add a different role, click on + Add Role again and select the next role (e.g., Manager)
Note: The selected role(s) will be applied to All the Entities selected above under Entity
Click Create to confirm and add the Association
The Association(s) created will be displayed successfully on the Associations tab, showing the Entity Name, Role, Address, Effective Date, End Date, and Details (Role Notes), if applicable.