Add Persons, Businesses, and Accounts Directly in the Portal!

Now, you can add a Person, Business, or Account directly through the Orum Portal!

To add Persons & Businesses, please navigate to the "Persons" or "Businesses" page in the Orum portal and select the "+ New Person" or "+ New Business" button in the top right corner.

To add Accounts, please select a Person or Business from the table, and scroll down to select "+ New Account" to create an account that is associate to that Person or Business.

Note: Only portal users with the Admin or Payment Initiator roles will be able to access this feature.