Resources are
Persons
, Businesses
, and Acccounts
.Add New Person/Business
1
Navigate to The Persons/Businesses Page
2
Add New Person/Business
Click the 
+ New Person
or + New Business
button in the top right corner.

3
Fill In Appropriate Fields
4
Submit
Add Accounts To A Person/Business
1
Locate Person/Business
Use search & filters to find the right person/business
2
Add New Account
From the details page of the Person/Business, click
+ New Account
.3
Fill In Appropriate Fields
4
Submit