Editor users may create new or edit existing director, officer, and other contact records related to an entity by doing the following:
- Go to "Entities" and click on the entity's "Legal Name" link to view the desired entity record.
- Click “Add” on the "People" tab below the entity summary information, or click on an existing name.
- You may setup email alerts for the record by clicking the "Send Alert?" checkbox and selecting the desired alert email timing, frequency, recipients, and message.
- Click "Submit" to create or edit the record.