Adding Personnel

Adding personnel to your EntityKeeper account allows you to seamlessly link contacts to an entity, ensuring all key stakeholders are properly associated and easily accessible. This helps streamline entity management by keeping essential connections organized in one central location.

To add personnel, simply:

1. Click "Personnel" on the main navigation bar.
   
   
   
   
2. Click the plus icon to the right of Personnel.
   
   
   
   
3. Enter the desired/applicable information and click "Save" when you're finished.
   
   
   
   
4. Note: You may use Custom Fields to add additional fields to your personnel records. Click here to read the step-by-step guide.