Adding Individual People

Once an account has been created, more people can be added. There are two options to add a person on an account.

Within Account Actions Menu

1. Navigate to the account the person needs to be added to.
2. Select Add Person from the Actions Menu within the account.
   
3. Provide information for the person. Required fields include First Name and Last Name.
4. Once all the information has been added, select +Add Person.
   

Within Person Page on Account

1. Navigate to the account the person needs to be added to.
2. Select People from the horizontal menu within the account.
   
3. Provide information for the person. Required fields include First Name and Last Name.
4. Once all the information has been added, select +Add Person.