---
title: Setting up Individuals
description: Setting up Individuals
---
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1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [Entity Types](https://support.connectworks.com/entity-types?hsLang=en)
3. [INDIVIDUALS](https://support.connectworks.com/entity-types?hsLang=en#individuals)
# Setting up Individuals
## Setting up Individuals
This article will guide you through the start-to-finish process of manually setting up a new individual profile in Connectworks.
It is highly recommended that you search in Clients, Contacts for the person before adding an individual into Connectworks. The following article will guide you through the process of [upgrading a contact to an individual](https://support.connectworks.com/5590728-upgrade-or-downgrade-a-contact-to-an-individual?hsLang=en).
Navigate to your firm's **Clients tab**.
In Clients, Individuals select the "**I would like to...**" menu at the top right of the page and then "**Add a Person**".
### 1\. Search or Create
If you have APS or XPM connected to Connectworks, you can import the person
- [Importing Individuals from XPM](https://support.connectworks.com/6319727-importing-individuals-from-xpm?hsLang=en)
- [Importing Individuals from APS](https://support.connectworks.com/6358352-importing-individuals-from-aps?hsLang=en)
### Manually create a new party
The following information is required to manually create a person.
- Country
- Type of party
- First Name
- Middle Name
- Last Name
### 2. Management
In the Management section, you can do the following
- Set Partner, Manager or Business Unit
- Matter/client reference
- Annual review date
### 3. Subscription
Select the appropriate plan, for an individual the plan is standard. For a person, this allows the firm to complete AML on the person directly, also the person can sign documents (tax returns etc).
To activate the plan immediately select the tick box Apply plan immediately (no loading grace).
Select **+Add** or **+Add and edit** to complete adding the Person into Connectworks.
- [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content)
- [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started?hsLang=en#getting-started-for-professional-firms)
- [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started?hsLang=en#loading-client-profiles)
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- [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance?hsLang=en#client-due-diligence)
- [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance?hsLang=en#electronic-verification)
- [AML RESOURCES](https://support.connectworks.com/aml-compliance?hsLang=en#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#main-content)
- [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#getting-started-with-companies)
- [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#managing-company-roles-associations)
- [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#company-management-other)
- [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#the-annual-return-workflow)
- [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management?hsLang=en#main-content)
- [SHARE REGISTER](https://support.connectworks.com/company-management-share-management?hsLang=en#share-register)
- [Trust Management](https://support.connectworks.com/trust-management?hsLang=en#main-content)
- [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management?hsLang=en#getting-started-with-trusts)
- [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management?hsLang=en#associated-parties-trusts)
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- [Entity Types](https://support.connectworks.com/entity-types?hsLang=en#main-content)
- [INDIVIDUALS](https://support.connectworks.com/entity-types?hsLang=en#individuals)
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- [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#client-engagement)
- [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-generation-from-precedents)
- [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-management)
- [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-sharing-signing)
- [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide?hsLang=en#main-content)
- [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#getting-started-for-non-professional-users)
- [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#document-management-for-non-professional-users)
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