Create person

To create a new private or legal person in Tuum BackOffice, follow these steps:

1. Go to Persons > Create.

2. On the Create new person page, a list of configurable parameters is displayed.

1. The Create person page opens with parameter selection for a Private person. To create a legal person, select Legal as the person type. The available parameters will automatically adjust based on your selection.

Create private person parameters

• Person details;

• Identification numbers;

• Addresses;

• Additional info;

• Tax numbers;

• Work;

• Home;

• Documents;

• Files;

• Relationships;

• Risks;

• Financial data;

• Custom fields.

Create legal person parameters

• Person details;

• Registration numbers;

• Addresses;

• Additional info;

• Tax numbers;

• Legal entity identifier;

• Additional contacts;

• Files;

• Relationships;

• Risks;

• Financial data;

• Custom fields.

1. Fill in the required parameters and add optional ones if needed. Once completed, click Submit to finalise the person creation process.

Depending on the settings of the Tuum system for your organisation, the successful creation of the person sets its state to Pending or Active. For more information, refer to the Change the status of a person.