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.

  1. 1. From your Admin navigation bar, click on Accounts

    From your Admin navigation bar, click on Accounts

  2. 2. Click on Responsible Indv. & Account Information

    Click on Responsible Indv. & Account Information

  3. 3. Enter the Responsible Individual's Last Name

    Enter the Responsible Individual's Last Name

  4. 4. Enter the First Name

    Enter the First Name

  5. 5. Click on Add

    Click on Add

  6. 6. Select the account that you wish to add.

    Select the account that you wish to add.