Manually create constituent in Constituent Manager

Most constituent data is entered into the system via a data sheet upload or via an integration, however, there may be a time when a user needs to be manually entered. This article will show you how it works!

In this Article

• Step 1: Navigate to Constituent Manager 
• Step 2: Manually add a new constituent
• Step 3: Confirm the Role of the constituent
• Step 4: Enter constituent information 
• Step 5: Save the profile 

Step 1: Navigate to Constituent Manager 

To do this, navigate to Constituent Manager in the People icon menu. 

Step 2: Manually add a new constituent

In Constituent Manager, select the +Add New Constituent button in the upper left hand corner. 

Step 3: Confirm the Role of the constituent

Before entering the constituent details into the fields, it's important to confirm the role the person will have. Learn more about this in the article, "Roles in Constituent Manager." If you need them to be a member of an additional role, after saving, navigate to the Roles tab to put them in the correct roles. 

Step 4: Enter constituent information 

Enter the constituent's details. At minimum, each constituent must have: First Name, Last Name, and an Email Address in order to login. 

• Add First Name and Last Name into the fields.
• Scroll down to Contact Information > Email to enter an email address. This is an important step so that the person can enter an email address if they Forget their username or password. 

Step 5: Save the profile 

Click the green Update Profile button by scrolling to the bottom left corner of the window. This will add the individual to whatever role you had selected. Complete the rest of the profile fields which are needed for that individual.