---
title: How to Edit Individual Profiles
description: How to Edit Individual Profiles
---
[Skip to content](https://support.connectworks.com/6323550-how-to-edit-individual-profiles#main-content)
[](https://www.connectworks.com/)
Open main navigation
Close main navigation
How can we help you?
- There are no suggestions because the search field is empty.
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)
# How to Edit Individual Profiles
## How to Edit Individual Profiles
After an individual has been set up, a profile can be edited as follows
After selecting edit you will be directed to the update individual form, where you can add/edit all the essential details about the person. Navigate between the tabs on the left, select **Update** to save information in each tab, or **Update and Close** to exit the form.
Fields available to edit in the profile are:
### Profile
### General Details
- Name
- Name of Person (First, Middle and Last Name\*)
- Trading name (if different)
### Contact Details
- General
- Email
- Website
- Primary phone
- Other phone
- Physical and Postal address
### Tax & Finances
- Tax residency country
- IRD Number
- GST Number
- Tax code
- Files tax return (not aware/yes/no)
- Balance date
### Personal Info
- Date of birth
- Location of birth
- Place
- Country
- Date of Death
### Connections
### Practice Management integration Add-ons
- Xero Practice Manager (XPM)
- APS
### Firm only
### Client Admin
- Management
- Business unit (see more [here](https://support.connectworks.com/5608060-creating-and-managing-business-units?hsLang=en))
- Partner and Manager (see more [here](https://support.connectworks.com/5608057-assigning-client-manager-and-partner-tags?hsLang=en))
- General
- Client reference (Reference or matter number)
- Annual review date
- Lifecycle
- Set up status (see more [here](https://support.connectworks.com/5656481-set-up-status-tags?hsLang=en))
- Summary notes
### PEP and Funds
### Politically Exposed Person (PEP)
- This person is politically exposed?
- Exposure not yet determined
- Is exposed
- In not exposed
- Details on the nature of exposure
- This approved to proceed?
- Approval not yet determined
- Is approved
- Is not approved
- Evidence of approval
### Personal source of wealth
- Source of wealth not required
- The ability to add notes and upload documents
### Identity info
All current and past determinations made for the person
- Collect evidence to start a new determination
- Add electronic evidence
- Add physical (documentary) evidence
- Driver's licence (Name and DoB)
- Passport (Name and DoB)
- Birth certificate (Name and DoB)
- Utility bill (or similar) (Name and Address)
- NZ firearms licence (Name and DoB)
- Other identification (Name, DoB and Address)
- [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)
- [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started?hsLang=en#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en#main-content)
- [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration?hsLang=en#staff-management)
- [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration?hsLang=en#general-administration)
- [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration?hsLang=en#document-management-add-on)
- [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration?hsLang=en#practice-manager-add-ons)
- [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration?hsLang=en#nz-companies-office-integration)
- [SECURITY](https://support.connectworks.com/firm-administration?hsLang=en#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance?hsLang=en#main-content)
- [AML WORKFLOW](https://support.connectworks.com/aml-compliance?hsLang=en#aml-workflow)
- [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)
- [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management?hsLang=en#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types?hsLang=en#main-content)
- [INDIVIDUALS](https://support.connectworks.com/entity-types?hsLang=en#individuals)
- [ESTATES](https://support.connectworks.com/entity-types?hsLang=en#estates)
- [PARTNERSHIPS](https://support.connectworks.com/entity-types?hsLang=en#partnerships)
- [LPs](https://support.connectworks.com/entity-types?hsLang=en#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en#main-content)
- [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)
- Home
- Products
- Pricing
- Blog
- Company
[](http://connectworks.com)
[mailto:support@connectworks.com](mailto:support@connectworks.com)
Copyright © 2025, connectworks.com