Adding an Account to a Responsible Individual's Profile

Environment Health Safety

Created Jul 10, 2024

Adding an Account to a Responsible Individual's Profile

This guide will walk you through the process of adding an account to a Responsible Individual's profile.

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1

From your Admin navigation bar, click on Accounts

From your Admin navigation bar, click on Accounts
2

Click on Responsible Indv. & Account Information

Click on Responsible Indv. & Account Information
3

Enter the Responsible Individual's Last Name

Enter the Responsible Individual's Last Name
4

Enter the First Name

Enter the First Name
5

Click on Add

Click on Add
6

Select the account that you wish to add.

Select the account that you wish to add.
Well done!
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