Creating a New Individual

Creating an individual in Portmasters allows you to register personal contacts into your system for linking to companies and business transactions.

Step-by-step process

1. Navigate to the Manage section and click on the Individual tab.
2. Click the + New Individual button in the top right corner.
3. The New Individual dialog will appear.

Required fields

Full name

• Enter the person’s complete name.
• Include first name and last name.
• Use the name as it appears on official documents.
• This is the primary identifier for the individual.

Phone number

• Enter the person’s contact phone number.
• Include country code for international numbers.
• Used for direct communication and operational coordination.

Email

• Enter the person’s email address.
• Use their business or professional email address.
• Ensure this is a monitored address for reliable communication.

National ID

• Enter the person’s national identification number.
• Government-issued personal identification number.
• Format varies by country (passport number, social security number, national ID card number).
• Used for legal verification and compliance purposes.

4. Click the See the preview button to review your individual information before saving.

Preview and confirm

After clicking See the preview, you’ll see a summary of the individual registration.

Preview displays:

• Full name – The complete name you entered.
• Phone number – The contact phone.
• Email – The email address.
• National ID – The identification number.

The preview dialog shows the message: “Please check all information before publishing it.”

Final actions

• Click Edit to go back and make changes to any field.
• Click Save to register the individual.

Once saved, you’ll see a confirmation message:
“The Individual successfully created. You can see and manage the Individual in the Individual tab on manage.”