This guide explains how to create and manage individuals on the platform. Individuals represent the identities of natural persons who can be assigned roles within legal entities.
Navigation
To add and manage individuals, navigate to the "Individuals" section in the GEP sidebar. From here, you can access and add individuals whom can be assigned roles as Directors, Shareholders, or both for any legal entity within an organization.
How to create new Individuals: Step-by-Step Explanation
On the Individuals page, click the “Create Profile” button to add a new individual record.
Next, on the Create Profile page, fill in all relevant personal information and upload any supporting documents.
Finally, tag the individual to an organization and click “Save” to complete the creation process.
Key Features
Role Assignment: Individuals can be assigned as Shareholders, Directors, or both to any legal entity on the Vistra platform.
Profile Merging: Duplicate individual profiles can be merged to maintain data integrity and avoid redundancy.