---
title: "Adding a New Interested Party"
slug: "sr-adding-a-new-interested-party"
updated: 2025-07-11T16:49:20Z
published: 2025-07-11T16:49:20Z
canonical: "docs.foundationhub.com/sr-adding-a-new-interested-party"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a New Interested Party

Assuming you have the correct permissions to set up a new Interested Party, on the top-left corner, click on **Menu** > **Interested Party**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/1. Menu - Interested Party.png)

A blank ‘**New Interested Party**’ Form pops up in which the fields marked with a red asterisk (*****) are mandatory for the new contact creation.

**Note**: These fields may vary based on your institution.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/2. New IP Form(1).png)

In this Form's **Entity Type** dropdown, selecting **Individual** or **Organization** shows different fields to enter based on your choice.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/3. entity type dropdown(1).png)

#### Fields for Interested Party: Individual

1. Entering Contact Info:
  1. **External ID** field is used to enter a unique identifier assigned to the contact by an external system or a third party. This does not replace the system ID but can help align FoundationHub with your institution’s external record keeping.
    1. For an **Interested Party: Individual**, you can enter the following details: **Prefix**, **First Name**, **Middle Name**, **Last Name**, **Suffix**, **Doing Business As**, **Email**, **Phone Type**, and **Phone**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/2. New IP Contact info.png)

1. **Entering Salutation**:
  1. **Salutation 1 Type** and **Salutation** fields are used to enter the salutation details of the contact that will appear in greetings, letters, statements, etc. The Interested Party must have at least one salutation to receive a statement.

E.g. **Salutation 1 Type:** **Formal Individual** could have **Salutation 1: “**Mr. John Doe”

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/4. salutation fields(3).png)

1. **Entering Address Info**:
  1. **Address Type** lets you choose the appropriate type of address**.**
  2. **Address 1** field is used to enter the main address of the contact, whereas the additional **Address 2, 3, and 4** fields allow you to enter any text that does not fit in the **Address 1** field. **Address 1**, **City**, **State**, **Zip** and **Country** fields are required.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/5. address info fields(3).png)

1. **Finalizing the process**: After completing all the required fields, choose:
  1. **“Save and Open Contact”**: This option saves the Interested Party's information and opens their contact profile.
  2. **“Save and Close”**: This option saves the Interested Party’s information and closes the Form.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/6. save buttons.png)

A newly created Interested Party’s profile is initially in ‘**Setup**’ status. You can see this on the left side of the contact’s profile. The Entry-Level User who added the Interested Party to FoundationHub needs to change this status to ‘**Approve**’ by selecting it in the dropdown menu. This forwards the Interested Party’s record to the Approver-Level User’s Inbox.

The Approver-Level User should carefully review each section of the new Interested Party’s record. After reviewing, the user then needs to activate the record by changing the status of the record to ‘**Approved**’.

**Note**: These approval levels may vary based on your institution.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/7. IP Indiv setup approve buttons(1).png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/7. IP approved.png)

#### Fields for Interested Party: Organization

1. **Entering Contact Info**:
  1. **External ID** field is used to enter a unique identifier assigned to the contact by an external system or a third party.
  2. For an **Entity Type: Organization**, you can enter the following details: **Organization Name,** **Doing Business As**, **Short Name**, **Email**, **Phone Type** and **Phone**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/8. IP Org contact info fields(2).png)

1. **Entering Address Info**:
  1. **Address Type** lets you choose the appropriate type of address.
  2. **Address 1** field is used to enter the main address of the contact, whereas the additional **Address 2**, **3**, and **4** fields allow you to enter any text that does not fit in the **Address 1** field. **Address 1**, **City**, **State**, **Zip** and **Country** fields are required.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/9. IP Org address fields(2).png)

1. **Finalizing the process**: After completing all the required fields, choose:
  1. **“Save and Open Contact”**: This option saves the Interested Party's information and opens their contact profile.
  2. **“Save and Close”**: This option saves the Interested Party’s information and closes the Form.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/6. save buttons(1).png)

A newly created Interested Party’s profile is initially in ‘**Setup**’ status. You can see this on the left side of the contact’s profile. The Entry-Level User who added the Interested Party into FoundationHub needs to change this status to ‘**Approve**’. This forwards the Interested Party’s record to the Approver-Level User’s Inbox.

The Approver-Level User should carefully review each section of the new Interested Party’s record. After reviewing, the user then needs to activate the record by changing the status of the record to ‘**Approved’**.

**Note**: These approval levels may vary based on your institution.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/9. IP Org setup approve reject buttons(1).png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/10. IP Org approved.png)