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How to add a Person

👤 What is a Person?

A Person represents any individual associated with a client’s wealth. There are three possible types of people you can create:

Role Description
Owner An individual who can be added as the beneficial owner of an asset or account. Only Owners can be assigned ownership of accounts.
Adviser A person directly involved in managing your wealth (e.g., Family Office staff).
Contact A person who is indirectly or peripherally involved in wealth management.

🧑 How to Add, Modify, or Delete a Person

Follow the steps below to add, edit, or delete a person on the platform.

✅ Adding a Person

Step 1: Open the Add Menu

  • Click the blue circular “+” icon in the top-right corner of the platform.
  • A dropdown menu will appear.

Step 2: Select “People”

  • From the dropdown, click “People” to open the Create Person modal.

Step 3: Fill Out the Form

  • Complete the required and relevant fields.
  • Fields marked with an asterisk (*) are required.
Field Value (Example) Required
First Name Hetty ✅
Last Name Green ✅
Email Address hetty@green.com ❌
Phone Number 555-123-4567 ❌
Role Owner ✅

Step 4: Assign a Role

Choose one of the following roles based on the person’s relationship to the client:

Role Definition
Owner A beneficial owner of an asset or account.
Adviser Directly involved in managing client wealth.
Contact Indirectly or peripherally involved.

In this example, Hetty Green was assigned the role of Owner.

Step 5: Save the Entry

  • Click “Create Person” at the bottom of the modal.
  • The person will now appear in the People list.

✏️ Modifying a Person

Step 1: Locate the Person

  • Use the search bar or scroll to find the person in the People list.

Step 2: Open the Actions Menu

  • Click the vertical ellipsis (⋮) at the right side of the row.

Step 3: Select “Edit”

  • This opens the Edit Person modal.

Step 4: Update the Fields

  • Make any necessary changes (e.g., name, contact details, role).

Step 5: Save Changes

  • Click “Save Changes” at the bottom of the modal.

🗑️ Deleting a Person

Step 1: Locate the Person

  • Search within Datahub or use the global search (eyeglass icon) to find the person.

Step 2: Open the Actions Menu

  • Click the vertical ellipsis (⋮) on the right side of their row.

Step 3: Click “Delete”

  • Select “Delete” from the dropdown menu.

Step 4: Confirm Deletion

  • A confirmation modal will appear.
  • Click “Delete” to permanently remove the person.

💡 Tips & Best Practices

  • Use the Blue Plus (+) icon to add any type of entity, including people.

  • Be cautious when deleting — deletion is permanent.

  • Assign roles thoughtfully — roles influence ownership, permissions, and reporting logic.

  • Only complete required fields; optional fields like email and phone can be left blank.